Source: Notes to Parag Milk Accounts
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Author: Raoji
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Linkfest: May 30, 2017
Some stuff I am reading today morning:
RERA may put 75% real estate brokers out of work (Mint)
Modi Govt declares war on NPAs (ET)
Nagpur is now the Electric Car Capital of India (Swarajya)
RBI cracks the Da Vinci code of Indian Banking (Tamal)
Indian Tech Giant warns Trump to hurt industry (Bloomberg)
Stock Markets: A Bull on Steroids (Bala)
In Conversation with S Naren (Morningstar)
Pharma Industry-What to do now? (Subramoney)
Innovation won’t overcome stagnation (Satyajit Das)
50 Best Investing Blogs on the planet (Acquirers)
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Question or Signal ?
RJ can meet any management anytime and ask and get answer to any question. So why this sudden fascination with concalls?
— Sunil Arora (@moneybloke) May 25, 2017
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Portfolio of Mohnish Pabrai in India
This post is in continuation of my coat tailing series (see here)
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Mohnish Pabrai is a well known value investor famous for his “Dhandho” approach towards investing.
His significant Holdings as on 31 March,2017 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity | % | Value (In Crores) |
| Balaji Amines Limited | BALAMINES | THE PABRAI INVESTMENT FUND IV | 1.87 | 21.52 |
| Kolte – Patil Developers Limited | KOLTEPATIL | THE PABRAI INVESTMENT FUND II | 1.43 | 18.07 |
| Rain Industries Limited | RAIN | PABRAI INVESTMENT FUND 3 | 4.83 | 163.77 |
| Rain Industries Limited | RAIN | THE PABRAI INVESTMENT FUND II | 3.79 | 128.54 |
| Sunteck Realty Limited | SUNTECK | The Pabrai Investment Fund II LP | 1.71 | 47.99 |
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Linkfest: May 29,2017
Some stuff I am reading today morning:
Top NSE officials under scanner (MC)
RCom is screwed (ET)
Govt is willing to completely exit Air India (BS)
EPFO to invest 20,000 Crores in Equities in FY18 (Quint)
The rise of Baba Ramdev (Reuters)
Company Profile: Trident (OB)
Stock Analysis: Omkar Speciality Chemicals (Dr.Vijay Malik)
Whom to ask for a tip? (Subramoney)
The Tech Valuation Question (Marc Andreessen)
How to lose 40% in a day (Pension Partners)