Three cheers to the people of Chennai…
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Author: Raoji
This post is in continuation of my coat tailing series (see here)
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There was an interesting article on investor Baburaj Pillai in today’s ET.
He runs Arohi Asset Management, a fund based out of Singapore
It’s significant holdings in India as on 31 March,2014 as per Stock Exchanges is given below:
| Symbol | Entity | # of Shares | % | Date End |
| MINDTREE | AROHI ASSET MANAGEMENT PTE LTD A/C AROHI EMERGING ASIA MASTER FUND | 496661 | 1.19 | 201403 |
| TDPOWERSYS | AROHI ASSET MANAGEMENT PTE LTD. A/C AROHI EMERGING ASIA MASTER FUND | 529227 | 1.59 | 201403 |
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Linkfest:June 17,2014
Some stuff I am reading today morning:
The costs and benefits of market timing (AswathDamodaran)
Baburaj Pillai-The recluse respected investor (ET)
Inflation and Iraq loom over markets (Mint)
Slow and steady,Mr.Modi (AndyMukherjee)
Real Estate and Price Anchoring (Subramoney)
Tax Planning for FY2014-15 (ApnaPlan)
Life lessons from former Citi CEO Sandy Weill (WSJ)
A Bazillionaire’s Guide to stress relief (MichaelLewis)
The Low Cost Funds Arm Race (MorningStar)
NGO Funding and Agitation Technology (MediaCrooks)
Disclosure:I am market making in BSE