Author: Raoji

Categories
Links

Linkfest: 11 May, 2018

Some stuff I am reading today morning:

Fortis Board selects Hero-Dabur (ET)

The coming battle royal in e-Commerce (Haresh Chawla)

Oil at 100$ ? (Mint)

Bad loans at 6 private banks cross 1L Crores (Quint)

OTT disruption in the Indian media sector (2Point2Capital)

Why India is a prime destination for PE investors (Rediff)

What I learnt form Kotak Select Focus (MF Critic)

How Pony Ma became the richest man in China (CNBC)

Putting a value on a story (Seth Godin)

Just stick to your strategy (Tom Tunguz)

Categories
CoatTailing

Portfolio of India Acorn 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

India Acorn Fund is a well known FPI in the Indian Equity Markets

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

Company Name NSE Symbol Entity Value (In Crores)
Camlin Fine Sciences Ltd CAMLINFINE India Acorn Fund Ltd. 14.44
Intellect Design Arena Ltd INTELLECT INDIA ACORN FUND LTD 44.91
Lumax Auto Technologies Ltd LUMAXTECH INDIA ACORN FUND LTD 17.30
Parag Milk Foods Ltd PARAGMILK INDIA ACORN FUND LTD 26.26
Categories
Plug

Shout Out: Ravi Dharamshi on Small Finance Banks

Well known fund manager Ravi Dharamshi of ValueQuest Investment Advisors will be speaking on Small Finance Banks with focus on AU,Equitas and Ujjivan at the online investment conference Indian Investing Conclave this Sunday,May 20.

What is interesting is that Ravi had spoken on the same topic at the Asian Investing Summit which was a Members Only Event

Here the event is FREE and open to everyone which makes it a bargain deal to watch/listen to an experienced practitioner from the comfort of your home.

Click HERE to register

Categories
Excerpts

N Chandra has a money making idea for you

Categories
Links

Linkfest: 10 May, 2018

Some stuff I am reading today morning:

How Walmart clinched the Flipkart deal (Mint)

The CEO who delivered India’s online shoppers to Flipkart (Quint)

BSE to delist over 200 companies from tomorrow (MC)

Bonanza ahead for Equity Investors (Kenneth Andrade)

The Board Battle at Fortis (BL)

Stock Analysis: KNR Constructions (Dr Vijay Malik)

The biggest trend (Amit Jeswani)

A ‘Dear Elon’ letter (CNBC)

EM Bandwagon (Macro Tourist)

Nobody planned this, nobody expected it (Morgan Housel)