Some stuff I am reading today morning:
ICICI Bank postpones AGM (BQ)
India’s pax aircraft to double by 2027 (ET)
What’s the fair price of popcorn? (Mint)
Tata Steel is readying to buy Bhushan Power (BS)
Thoughts on Index Funds and ETFs (Bala)
Musings on Flipkart and Walmart (Morningstar)
Ambika Cotton: Fund Flow Analysis (Dr. Vijay Malik)
Sequoia Fund: Our sustainable advantage (AM)
The drums of Trade War (Swedroe)
It’s always a remix (TRB)
Using Kwality Ltd for illustration purposes only
This post is in continuation of my coat tailing series (see here)
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Paramjit Mann is a well-known investor in the Indian Equity Markets.
His significant holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| D-Link (India) Ltd | DLINKINDIA | Paramjit Mann | 2.95 |
| MPS Ltd | MPSLTD | Paramjit Mann | 10.7 |
| TVS Srichakra Ltd | TVSSRICHAK | Paramjit Mann | 24 |
Some stuff I am reading today morning:
How Kesoram Industries screwed minority shareholders (MoneyLife)
Video: Brave Investor Janardhan Kothari at Kesoram AGM (Twitter)
Upcoming IPOs to raise 14,000 Cr (Mint)
Assume fraud until genius is proven (Amit Mantri)
Interview with Aswath Damodaran (ET)
Seya Industries: The 1% Company (Anti Investor)
Exide Vs Amara Raja (Quint)
A brief look at pharma funds (Morningstar)
A hot tip about investing (Dan Solin)
How effective is buying market dips? (Free Fincal)
