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Moral Hazard ?
Author: Raoji
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Pre IPO : HDB Financial Services Ltd
HDB Financial Services is the Financial Services arm of HDFC Bank.
It’s latest Annual Report can be downloaded from here.
A very limited quantity of its shares are on offer for sale.
For those interested,please email me at Alpha Ideas
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Portfolio of Shyam Sekhar
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
Shyam Sekhar is a well known investor who invests in small caps and turn around situations
His significant portfolio holdings as on 31 March,2017 as per stock exchanges is as given below:
| Company Name | BSE Code | Entity | % | Value (In Crores) |
| Aries Agro Ltd | 532935 | S. SHYAM | 1.17 | 2.46 |
| Electrosteel Castings Ltd | 500128 | S. SHYAM | 1.03 | 11.68 |
| Jayant Agro Organics Ltd | 524330 | S. SHYAM | 1.13 | 17.71 |
| Linc Pen & Plastics Ltd | 531241 | S. SHYAM | 1.29 | 5.46 |
| Prima Plastics Ltd | 530589 | S. SHYAM | 2.14 | 6.41 |
| Rama Phosphates Ltd | 524037 | S. SHYAM | 1.58 | 2.80 |
| Singer India Ltd | 505729 | S. SHYAM | 2.11 | 5.18 |
Bagrry’s India is a leading manufacturer of breakfast cereals and cornflakes
Their Notice of Shareholder Meeting contains this astounding excerpt:
Guess the promoters want to have the minority shareholders for breakfast !
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Linkfest: June 19, 2017
Some stuff I am reading today morning:
CDSL’s IPO to open today (Money Control)
Investors bearish on small caps (ET)
SEBI likely to relax promoter norms (Mint)
Video: Basant Maheshwari on HFCs (ETNow)
Presentation: How to screen stocks (Niteen Dharmawat)
Sell Decision: Some mistakes to avoid (Niraj Bardia)
What if governments were run like companies? (Mulraj)
How Chris Sacca became a billionaire (Morningstar)
Humility- A Life in Markets (Howard Lindzon)
The Value Momentum Trend Philosophy (Alpha Architect)