Categories
Links

Weekend Mega Linkfest: May 12,2017

Some off beat reads for the weekend:

Middle Class Shock: Good jobs are vanishing (Jaggi)

The Great British Brexit robbery (Guardian)

Inside the hunt for Russia’s most notorious hacker (Wired)

Oyo Room’s Ponzi Scheme (The Ken)

How did I get cancer? (Dr. Rao)

What the last Nuremberg prosecutor wants you to know (CBS)

Israel’s invisible Filipino workforce (NYTimes)

The sorry state of Arab men (Economist)

Ownership Review: BMW 530d MSport (TeamBHP)

Two idiots and three pigs (Charles)

Caste teams in rural sports (Outlook)

Arun Shourie Vs PM (Gossip Guru)

Europe’s best cities for beer lovers (Nat Geo)

The World’s 14th most dangerous roads (Brightside)

Photo Essay: The Coffee House (IQ)

Categories
Chart

Chart: Changing Income, Changing India

Source: Diageo Investor Presentation

Categories
Links

Linkfest: May 12, 2017

Some stuff I am reading today morning:

HUDCO IPO a mega hit (ET)

Top 7 IT firms to layoff 56,000 employees (Mint)

How Avanti Feeds grows at 60% annually (Forbes)

Stock Talk : IMP Powers Ltd (Alpha Invesco)

Mutual Fund managers have more cash, less ideas (MC)

Japan’s Muji predicts big India growth (Bloomberg)

The Emerging Market rally will correct (Ritesh Jain)

Avoiding Filter Failure (Common Sense)

How startup funding works (Barry)

How did Johnny Depp blow through $650 Million? (Smoke Room)

Categories
CoatTailing

Top 5 Holdings of Goldman Sachs in 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

Goldman Sachs is a well known investor in the Indian Equity markets

Its top 5 Holdings as on 31 March,2017 as per Stock Exchanges is given below:

Company Name Symbol Entity Name % Value (In Crores)
Idea Cellular Limited IDEA Goldman Sachs India Limited 1.26 412.01
Strides Shasun Limited STAR GOLDMAN SACHS (SINGAPORE) PTE 2.74 263.39
Muthoot Finance Limited MUTHOOTFIN Goldman Sachs India Limited 1.57 250.25
Escorts Limited ESCORTS GOLDMAN SACHS INDIA LIMITED 2.78 216
Bharat Financial Inclusion Limited BHARATFIN GOLDMAN SACHS (SINGAPORE) PTE 2.05 215.44
Categories
WhatILearntFrom

What I Learnt from Mr. Suresh Shetty

Mr. Suresh Shetty was the first CFO of Hero Motocorp.

He used his domain expertise of the auto industry to invest in the auto and auto ancillaries space.

Now his stake in Motherson Sumi alone is worth around Rs.550 Crores

What I learnt from him:

Use your domain knowledge not only to do your job well but also invest