Author: Raoji

Categories
Links

Linkfest: November 20, 2017

Some stuff I am reading today morning:

The completely unethical Fortis Hospital (Twitter)

SME IPOs on NSE to touch 100 mark (BL)

Payment Banks struggle (Quint)

Interview with Prem Watsa (ET)

Xiaomi looking to invest $ 1 Billion in Indian startups (Mint)

Stock Talk : All Cargo Logistics (RJ)

How to deal with over confidence in financial markets (Of $ and Data)

We are all out of touch (Morgan Housel)

The biggest killer of investment returns (Safal Niveshak)

Two things successful traders are doing (Trader Feed)

Categories
CoatTailing

Portfolio of Ocen Dial Gateway to India

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

Ocean Dial Gateway to India is a well known FII fund advised by veteran value investor Sanjoy Bhattacharyya.

It’s significant holdings as on 30 September,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
Apar Industries Ltd APARINDS Ocean Dial Gateway to India Mauritius Limited 68.45
CL Educate Ltd CLEDUCATE OCEAN DIAL GATEWAY TO INDIA MAURITIUS LIMITED 13.19
D.B.Corp Ltd DBCORP OCEAN DIAL GATEWAY TO INDIA MAURITIUS LIMITED 70.65
GHCL Ltd GHCL Ocean Dial Gateway To India Mauritius Limited 42.21
NIIT Technologies Ltd NIITTECH OCEAN DIAL GATEWAY TO INDIA MAURITIUS LIMITED 51.36
Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Deepak Parekh: The Ultimate Insider (AI)

Rakesh Jhunjhunwala on the markets (AI)

JP Associates: After banks, employees are next (AI)

Anil Goel on market timing (AI)

Ditch that 9-5 job (Alpha Baskets)

Top Buys & Sells by MFs in October 2017 (AI)

It feels like a lot like 2007 again (FS)

Make a fortune in the electric car boom (Katusa)

Investment lessons in four decades of investing (Subramoney)

This Warren Buffett indicator shows better times ahead (AI)

Categories
Links

Weekend Mega Linkfest: November 17, 2017

Some off beat reads for the weekend:

The Uncounted (NYTimes)

How Pakistan’s military helped in the Saudi purge (ATimes)

Robert Mugabe: The banality of evil (Open)

Islamabad under siege (Dawn)

Bill Browder, Putin Enemy # 1 (GQ)

How Trump walked into Putin’s Web (Guardian)

The child brides of Nepal (SCMP)

The Tech Industry’s Gender Discrimination Problem (New Yorker)

Meet the Tesla Truck (Wired)

Road Trip: Arunachal Pradesh (Team BHP)

Congress: The War Within (Gossip Guru)

The real life story of Maria Von Trapp (Smithsonian)

11 common things that can land you in jail in foreign countries (Nat Geo)

Busan Diary (Outlook)

Dressing up Padmavati (Sunday Standard)

Categories
Tweets

Deepak Parekh: The Ultimate Insider