Some stuff I am reading today morning:
Short squeeze in beaten up stocks? (Quint)
Interview with Rakesh Jhunjhunwala (MC)
New reforms by SEBI (Mint)
SEBI cracks the whip in NSE co-location scam (BL)
Tata Group profits rise by 35% under Chandra (BS)
Company Profile: Sunteck Realty (Fortune)
Manpasand Beverages: Pulp Fiction (Outlook Business)
How Arun Chittilappilly built Wonderla (Forbes)
Tails, you win (Morgan Housel)
Thread: My learnings in building a startup (Suhail)
This post is in continuation of my coat tailing series (see here)
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Caladium Investment Pte is an affiliate of GIC, Singapore’s sovereign wealth fund.
It’s holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| Capital First Ltd | CAPF | Caladium Investment Pte Ltd | 269.11 |
| Can Fin Homes Ltd | CANFINHOME | CALADIUM INVESTMENT PTE LTD | 617.69 |
| Bandhan Bank Ltd | BANDHANBNK | CALADIUM INVESTMENT PTE LTD | 2956.45 |
| Kotak Mahindra Bank Ltd | KOTAKBANK | CALADIUM INVESTMENT PTE LTD | 3443.22 |
Source: DRHP Filings of Bright Solar Ltd
Some stuff I am reading today morning:
Bank of Maharashtra CMD is arrested (MC)
Interview with Sunil Singhania (ET)
Interview with Rajeev Thakkar (Morningstar)
Company Profile: Kaveri Seeds (Forbes)
Indian Stock Market Myths (Stallion Asset)
Is Value Investing dead? (Sebastian Mallet)
Diversification and FOMO (Pension Partners)
Theranos Lessons (Morgan Housel)
Investing will be the most popular language (Howard Lindzon)
Howard Mark’s latest memo (OakTree Capital)
We are thinking of hosting a 20-20 Ideas Summit in Mumbai in the third/fourth week of July 2018.It can be either a Saturday or Sunday depending on venue availability
The Summit will have 20 speakers speaking for 20 Minutes (No Q&A) on their best investment ideas.I do hope to line up some great folks to speak for the event.
The Summit will be a full day event consisting of lunch and tea-breaks.The costs will be around 4,000 Rs.
Will go ahead only if we get a decent response.
For those interested,please email me at Alpha Ideas