Source: Economic Times
This post is in continuation of my coat tailing series (see here)
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Akash Prakash of Amansa Capital is a well known investor in the Indian Markets.
Amansa’s top 5 Holdings as on 31 March,2017 as per Stock Exchanges is given below:
Company Name | Symbol | Entity Name | % | Value (In Crores) |
The Federal Bank Limited | FEDERALBNK | AMANSA HOLDINGS PRIVATE LIMITED | 4.31 | 839.5 |
SRF Limited | SRF | AMANSA HOLDINGS PRIVATE LIMITED | 6.5 | 611.67 |
Info Edge (India) Limited | NAUKRI | Amansa Holdings Private Limited | 3.3 | 434.89 |
Tata Communications Limited | TATACOMM | Amansa Holdings Private Limited | 1.94 | 403.76 |
Bharat Financial Inclusion Limited | BHARATFIN | AMANSA HOLDINGS PRIVATE LIMITED | 3.91 | 399.49 |
So part of what benefited us was that we’re risk-averse.
I have a saying: There are no brave old people in finance.
Because if you’re brave, you mostly get destroyed in your 30s and 40s.
If you make it to your 50s and 60s and you’re still prospering, you have a very good sense of how to avoid problems and when to be conservative or aggressive with your investments.
Some stuff I am reading today morning:
The great Indian hope trick (Mobis)
ESOPs lose their sheen (ET)
Reliance AMC eyes valuation of 20,000 Crores (BS)
RBI Vs Govt (Quint)
Ethereum cryptocurrency sky rocketed 3000% in 2017 (MC)
“There are no brave,old people in Finance” (Bloomberg)
A tale of two markets-politics & investing (Aswath Damodaran)
Brazil Billionaires are going to jail (Climateer)
Essential personal finance rules for dummies (Stock Charts)
There is no free lunch (A VC)
1)Reliance com all time high 844.
2)@MoodysInvSvc downgrades at cmp 20.
3)Reminds me of movie'Tubelight'.
4)Are rating agencies also rated?— Vijay Kedia (@VijayKedia1) June 7, 2017