Author: Raoji

Categories
CoatTailing

Top 5 Holdings of Goldman Sachs in India

This post is in continuation of my coat tailing series (see here)

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Goldman Sachs is a well known investor in the Indian Equity markets

Its top 5 Holdings as on 31 March,2017 as per Stock Exchanges is given below:

Company Name Symbol Entity Name % Value (In Crores)
Idea Cellular Limited IDEA Goldman Sachs India Limited 1.26 412.01
Strides Shasun Limited STAR GOLDMAN SACHS (SINGAPORE) PTE 2.74 263.39
Muthoot Finance Limited MUTHOOTFIN Goldman Sachs India Limited 1.57 250.25
Escorts Limited ESCORTS GOLDMAN SACHS INDIA LIMITED 2.78 216
Bharat Financial Inclusion Limited BHARATFIN GOLDMAN SACHS (SINGAPORE) PTE 2.05 215.44
Categories
WhatILearntFrom

What I Learnt from Mr. Suresh Shetty

Mr. Suresh Shetty was the first CFO of Hero Motocorp.

He used his domain expertise of the auto industry to invest in the auto and auto ancillaries space.

Now his stake in Motherson Sumi alone is worth around Rs.550 Crores

What I learnt from him:

Use your domain knowledge not only to do your job well but also invest

Categories
Excerpts

High Beta Vs High Alpha

Hat Tip: Samrat Dasgupta

Source: Sage One Investments

 

Categories
Links

Linkfest: May 11, 2017

Some stuff I am reading today morning:

Sensex hits all time high (ET)

The Dalal Street party is getting a little wild (Mint)

Confessions of a Stock Picker (Swanand Kelkar)

Wonderla Holidays & Fake News (RJ)

Who Wins?The Businessman or the Investor? (Bala)

RERA todeliver a debt blow to developers (BS)

7 Reasons to open a PPF account (Morningstar)

Into the teeth of the next bear (TRB)

Commodity Investing-What is it all about? (MrZepczynski)

Research: Does the Magic Formula work globally? (SSRN)

Categories
BookReview

Book Review: Two Wise Men – Stories for Children

Two Wise Men-Stories for Children inspired from the Wit & Wisdom of Warren Buffet & Charlie Munger is written by Safal Niveshak Blogger Vishal Khandelwal and S.B. Vallari

The book  contains eleven short stories – each of which tries to convey a lesson or a message based on Buffett/Munger’s sayings.

It is written in a very simple style which a child can easily read on her own and understand.

I feel the book would be appropriate for kids aged 8-14 .

What I didn’t like about the book was the moral at the end of each story which tended to be long & preachy-could be off putting to the rebellious kids of today !

The best part is that the book is FREE and kudos to the authors for keeping it so.

Do get this book and give it to your kids as a summer reading.