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Author: Raoji
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Weekend Mega Linkfest:20 November,2015
Some off beat reads for the weekend:
India & Pakistan are victims of self-induced myopia (Salman Khurshid)
Gossip:Who will replace Amit Shah? (GossipGuru)
The financial angle behind Sheena Bohra’s murder (Quint)
Girish Karnad:The many masques of the playwright (Sandeep)
The badlands of Meghalaya (Swarajya)
Life as a drone operator (Guardian)
Paris Attacks:The John Oliver Response (YouTube)
Terrorism does not have a religion,but terrorists do (Tarak Fateh)
Ending blowback terrorism (Jeffrey Sachs)
The Dadri Truth-Personal Grudge twisted into a Communal Killing (Quint)
Food Fight between Hindus and Muslims in Indonesia (Caravan)
Romania:The murderers next door (Guardian)
The Silicon Valley Suicides (Atlantic)
Travelogue: Murshidabad (TeamBHP)
Startup:Namastecraft (YS)
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Portfolio of Wasatch in India
This post is in continuation of my coat tailing series (see here)
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Wasatch is a well known FII investor in India.
Its investments in India aggregating around Rupees 600 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:
| Company Name | Symol | Entity | Date End | # of Shares | % | Value (In Crores) |
| City Union Bank Limited | CUB | WASATCH CORE GROWTH FUND | 201509 | 6656038 | 1.11 | 59.17 |
| Jubilant Foodworks Limited | JUBLFOOD | WASATCH SMALL CAP GROWTH FUND | 201509 | 1491986 | 2.27 | 226.63 |
| Marksans Pharma Limited | MARKSANS | WASATCH EMERGING MARKETS SMALL CAP FUND | 201509 | 9906602 | 2.42 | 100.7 |
| Natco Pharma Limited | NATCOPHARM | WASATCH EMERGING MARKETS SMALL CAP FUND | 201509 | 349737 | 1 | 89.8 |
| Persistent Systems Limited | PERSISTENT | WASATCH EMERGING MARKETS SMALL CAP FUND | 201509 | 819689 | 1.02 | 54.43 |
| Repco Home Finance Limited | REPCOHOME | WASATCH EMERGING MARKETS SMALL CAP FUND | 201509 | 915120 | 1.47 | 62.87 |
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Linkfest:November 20,2015
Some stuff I am reading today morning:
Baltic Dry Shipping Index hits a all-time low (Economic Collapse)
China has a $1.2 Trillion Ponzi problem (Bloomberg)
3 Rules of selling stocks (Saurabh Mukherjea)
Online frauds in Flipkart,Uber,Foodpanda (ET)
Top 10 Value Picks by GEPL (RJ)
Compounded Annual Returns for Individual Stocks (Big Picture)
How to kill a Unicorn (DR)
The “fading affect” bias (BA)
How Amazon’s long game created a retail juggernaut (NYTimes)
Go an “app diet” to reduce losses (AR)
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Interview with Cliff Asness
A long watch but well worth your time.