Categories
Tweets

Confusion

Categories
Chart

Chart: India’s WhatsApp Addiction

Source: James Crabtree

Categories
Links

Linkfest: 16 May,2018

Some stuff I am reading today morning:

Arcelor Mittal clears 7000 Cr of Uttam Galva’s dues (MC)

Rupee is worst Asian currency of 2018 (Quint)

High profile exits at Mutual Funds (BS)

Contrasting performance of Indigo and Spicejet (Mint)

Interview with Sunil Subramaniam (BL)

Secret Diary of Ajay Piramal (OB)

Company Profile: Chaman Lal Setia Exports (OB)

Bakshi Ram-The man behind UP’s overflowing sugar mills (Rediff)

Debt is slavery-A reader’s story (Subramoney)

Why can’t fund managers admit mistakes? (BI)

Categories
CoatTailing

Portfolio of Kenneth Andrade’s Vantage Equity Fund

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

Vantage Equity Fund is a fund run by Kenneth Andrade’s firm Old Bridge Capital.

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

Company Name Symbol Entity Value (In Crores)
Clariant Chemicals (India) Ltd CLNINDIA Vantage Equity Fund 14.03
Indian Energy Exchange Ltd IEX VANTAGE EQUITY FUND 48.8
MacPower CNC Machines Ltd MACPOWER Vantage Equity Fund 19.2
Shakti Pumps (India) Ltd SHAKTIPUMP Vantage Equity Fund 14.81
Categories
Forwards

Magazine Indicator

Source: WhatsApp Forward