Categories
Observations

BEL : Buy High, Sell Low

Earlier this year, Bharat Electronics Ltd did a buyback of its own shares at Rs.182.5 per share

A mere 4 months later, the Govt now intends to do an Offer For Sale when the share price is 106 Rs/share !!

Categories
Links

Linkfest: 25 July, 2018

Some stuff I am reading today morning:

HDFC AMC IPO opens today (ET)

Derivatives trading till 11:55 pm (BQ)

Reliance Jio in no mood to relent (Mint)

Govt to divest 5% in BEL (BL)

Company Profile: Manjushree Technopack (Forbes)

DCM Shriram: Low on sugar (Fortune India)

5 Unknown facts about Sukanya Samriddhi (Basu Nivesh)

Dr. Copper and Mr.Market (Pension Partners)

There’s no such thing as Mosquito Week (CS)

Cutting the Cord/Thrashing the Dish (A VC)

Categories
MegaTrends

Mega Trend: Digital Learning in India

Source: DRHP of Aakash Educational Services Ltd

Categories
CoatTailing

Portfolio of Unifi Capital

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Unifi Capital is a well  respected Portfolio Management Company.

It’s significant holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
Gravita India Ltd GRAVITA Unifi AIF 2 11.62
Haldyn Glass Ltd 515147 Unifi AIF 2 3.92
Shreyas Shipping & Logistics Ltd SHREYAS Unifi AIF 2 11.74
Categories
Links

Linkfest: 24 July, 2018

Some stuff I am reading today morning:

IPO Review: HDFC AMC (Amit Jeswani)

Two wheeler stocks trade weak (BS)

Dr. Reddys fires hundreds (BL)

Interview with Rakesh Jhunjhunwala (ET Now)

Company Profile: Indigo Paints (Forbes)

Never take any cheque bounce incident lightly (FE)

3 Lessons from Jeff Bezos (Morningstar)

What is your outlook on the market? (Bill Miller)

Reminiscences of a Stock Trader (Fervent Finance)

Inflation in Venezuela expected to hit  1,000,000 % (Zero Hedge)