Source: CLSA Research Report
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Chart: Indian Household Assets
Source: CLSA Research Report
Author: Raoji
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Linkfest: June 09, 2017
Some stuff I am reading today morning:
Moodys: PSU Banks need 95,000 Crores (BS)
Understanding the Indian Cement Industry (Ashwini Damani)
Infy founders plan to sell stake in firm (ET)
Merger of HDFC Life & Max Life fails (Mint)
PEG ratio can help you spot multi baggers (MC)
Interview with Basant Maheshwari (YouTube)
Gujarati TV channel exposes Kushal Tradelink stock manipulation (VTV)
How Byju created a $600 Million Education company (FE)
Niti Ayog: Online Banking will kill physical banks in 5-6 years (News18)
How to lose money consistently (Rohit)
Source: Economic Times
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Top 5 Holdings of Amansa
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 |
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No place for brave men
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.