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Chart

Chart: Bank NPAs

Source: Third Eye View

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Links

Linkfest: September 27, 2016

Some stuff I am reading today morning:

Vodafone values Indian arm at Rs.93,400 Crores (Quint)

Deutsche Bank shares fall to lowest level since 1980s (Guardian)

Sunil Mittal Vs Mukesh Ambani-Round 2 (Mint)

Customer Feedback on a few brokers (Subramoney)

The complete list of Mutual Fund Returns (FreeFincal)

The dubious rise of Monthly Dividend Plans in Equity Schemes (MFCritic)

Comments on Investment Philosophy (Bronte Capital)

The Fight to keep it Simple (CS)

Bull Markets are the hardest part (PragCap)

Instant lending made this college dropout a Billionaire (Bloomberg)

Categories
ConferenceCall This is India !

When Luggage Sales depend on Marriages

Source: Mohit Ajmera

Only in India !!

From VIP Industries ConCall Q1 2017

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Chart

Starting Points Matter

Source: Deepak Shenoy

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CoatTailing

Portfolio of Ramesh Damani

This post is in continuation of my coat tailing series (see here)

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Ramesh Damani is a well known Investor in the Indian Equity Markets

His significant holdings in India in the listed space as on 30 June,2016 as per Stock Exchanges is given below:

Company Symbol Entity Name Date End # of Shares % Value (In Crores)
TV Today Network Ltd TVTODAY RAMESH DAMANI 201606 869686 1.46 26.7
Uniply Industries Ltd UNIPLY RAMESH DAMANI 201606 250000 1.2 6.55