Some stuff I am reading today morning:
This is India’s cleanest bull market (MC)
The Mid Caps story is nearing an end (Bala)
SBI could become the Air India of Banking (Andy)
Why cement companies are going in for M&As (Mint)
Company Profile: Devi Sea Foods (Forbes)
Goldman bets on a new type of hedging (Bloomberg)
My middle name is danger (TRB)
Is LIBOR a lie? (Taibbi)
Why great family fortunes disappear (Humble Dollar)
Why early retirement isn’t as awesome as it sounds (2 Cents)
Jaroorat padne par gadhe ko bhi baap banaye, wo hota hai… The man.
Aur jo baap ko gadha banaye, wo …The complete man.😂😂— Vijay Kedia (@VijayKedia1) August 14, 2017
Source: IDBI Capital Research
This post is in continuation of my coat tailing series (see here)
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Warburg Value Fund is a well known FPI Investor in the Indian equity markets.
It’s significant portfolio holdings as on 30 June,2017 as per stock exchanges is as given below:
| Company Name | NSE Symbol/BSE Code | Entity | % | Value (In Crores) |
| Essel Propack Ltd | ESSELPACK | WARBURG VALUE FUND | 1.1 | 42.52 |
| Kirloskar Brothers Ltd | KIRLOSBROS | Warburg Value Fund | 1.26 | 24.3 |
| Tamil Nadu Newsprint & Papers Ltd | TNPL | WARBURG VALUE FUND | 1.88 | 45.24 |
Some stuff I am reading today morning:
More ‘shell shocks’ are in store (ET)
Bajaj Finance’s $700M QIP (Mint)
Stocks too are known by the company they keep (BL)
Being a stock picker is just so hard (Barry)
Stock Talk: CSL Finance (RJ)
IPO Review: Apex Frozen Foods (My Investment Ideas)
Tesla shows how traditional business metrics are outdated (HBR)
US Trade War with China begins today (Zero Hedge)
Fire & Fury Time (DR)
How to get mentally prepared for a market decline (Humble $)