Source:FT
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Chart:India Inflation
Source:FT
Author: Raoji
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Linkfest: May 30,2016
Some stuff I am reading today morning:
How many banks are swimming naked? (Tamal)
Curious case of VRL Logistics (Money Control)
Akash Prakash on investing (OB)
Interview with Raamdeo Agarwal (ET)
7 Indian Companies with king sized growth & returns (Forbes)
12 things I learned from Louis CK about money (25IQ)
7 reasons why investing/trading is the best pasttime in the world (SC)
How much of a drawdown are you willing to endure? (MF)
How do the rich invest? (FS)
On Investing FOMO (Fear of Missing Out) (IA)
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Weekend Mega Linkfest: May 27,2016
Some off beat reads for the weekend:
Indian Arms Dealers:The Defence Dynasty (Open)
The Go-To App for any medical emergency (BI)
Something’s cooking in India’s Apple business (Charles)
Dawood Ibrahim: Catch me if you can (DailyO)
Have you ever tried to sell a diamond? (Atlantic)
How we chose Nike (Phil Knight)
The great Swiss Bank heist (New Yorker)
Sunk: A legendary movie fiasco (Atavist)
The disgraced famous Ethics Professor (BuzzFeed)
Auto Review:Honda BR-V (Team BHP)
From the Mughal Court to Jawaharlal Nehru (Quint)
Amitabh Bachchan-The great survivor of Indian Politics (HP)
Rohan Murthy: Cultural Capitalist (Open)
The curious studio rituals of India’s artists (GQ)
On Marathi Movie Sairat (Jai Arjun)
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Remember this about the Stock Market
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Portfolio of Kamal Kabra
This post is in continuation of my coat tailing series (see here)
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Kamal Kabra is a well known investor in the Indian markets
His significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity Name | Date End | # of Shares | % | Value (In Crores) |
| EIH Associated Hotels Limited | EIHAHOTELS | USHA KAMAL KABRA | 201603 | 351000 | 1.15 | 11.31 |
| EIH Associated Hotels Limited | EIHAHOTELS | KAMAL KABRA | 201603 | 331000 | 1.09 | 10.67 |
| Heritage Foods Limited | HERITGFOOD | KAMAL KABRA | 201603 | 246900 | 1.06 | 12.57 |
| Heritage Foods Limited | HERITGFOOD | KAMAL SHYAMSUNDER KABRA | 201603 | 246000 | 1.06 | 12.53 |
| INOX Leisure Limited | INOXLEISUR | KAMAL SHYAMSUNDER KABRA | 201603 | 1000200 | 1.04 | 19.6 |
| Kaya Limited | KAYA | Kamal Shyamsunder Kabra | 201603 | 133007 | 1.03 | 11.83 |
| Taj GVK Hotels & Resorts Limited | TAJGVK | Kamal Shyamsunder Kabra | 201603 | 1202200 | 1.92 | 10.94 |