St Thomas came 2 Kerala & said Jesus wlkd on water, none blvd him. He said he chngd water 2 wine, half of Kottayam bcame Christian
— Joshy (@JoshyMathews) June 22, 2014
Author: Raoji
Overbought and Oversold
“Overbought” = Unfortunately I don’t own enough of it.
“Oversold” = Unfortunately I do.
— Downtown Josh Brown (@ReformedBroker) June 23, 2014
Linkfest:June 24,2014
Some stuff I am reading today morning:
E-tailers like Flipkart,Snapdeal prepare for public market debuts (ET)
24*7 Electricity plan in Union Budget (Mint)
GMR Infra to list its airport,energy businesses (BL)
How your wife can help you save taxes (ApnaPlan)
To be an investor is to be a decision maker (ClearEyesInvesting)
A portfolio is not a plan (TRB)
3 great ways to play publicly traded startups (Dailyreckoning)
What is the difference between investing and speculation? (CFAInstitute)
Social Media fails to live upto hype (WSJ)
Living in the Republic of Samsung (Bloomberg)
(Disclosure:I am market making in the shares of ICICI Pru Life)
I attended the ICICI Pru Life AGM today .
Made history by being the first external shareholder to attend !!
Here is what I heard and saw:
- There were only two external shareholders at the meet-I was the first and another was a proxy for an ex-Employee
- Was met by the Company Secretary Sanaulla Khan .A thorough gentleman and a superb professional, he made me feel welcome.
- Was ushered into the board room where the the entire Board was seated
- It was quite surreal to be there honestly
- The Company Secretary read out the resolutions.They were moved ,seconded and passed by the shareholders
- The resolutions were:
- Adoption of Accounts
- Approval of Dividend
- Re-appointment of N S Kannan as Director
- Re-appointment of Rajiv Sabharwal as Director
- Re-appointment of S R Batliboi as Auditors
- Approval of remuneration of Mr.Sandeep Bakshi,MD
- Approval of remuneration of Mr.Puneet Nanda,ED
- Approval of remuneration of Mr.Sandeep Batra,ED
As expected,the AGM quickly got over.Pretty sure once this company goes public,the AGMs will be a massive event.
Portfolio of Anil Kumar Goel
This post is in continuation of my coat tailing series (see here)
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Anil Kumar Goel is a well known investor in the Indian Equity Markets.He invests in his name and his wife Seema.
Theirs significant holdings in India as on 31 March,2014 as per Stock Exchanges is given below:
| Symbol | Entity | Date End | # of Shares | % |
| AMARJOTHI | Anil Kumar Goel | 201403 | 191864 | 2.84 |
| AMBIKCO | Anil Kumar Goel | 201403 | 172000 | 2.93 |
| ANDHRSUGAR | ANIL KUMAR GOEL | 201403 | 450000 | 1.66 |
| BHARATGEAR | ANIL KUMAR GOEL | 201403 | 342000 | 4.37 |
| BHARATGEAR | SEEMA GOEL | 201403 | 132837 | 1.7 |
| JBMA | Anil Kumar Goel | 201403 | 176500 | 1.73 |
| KRBL | Anil Kumar Goel | 201403 | 5090000 | 2.16 |
| KRISHNAENG | ANIL KUMAR GOEL | 201403 | 184841 | 1.32 |
| MMFL | Anil Kumar Goel | 201403 | 490000 | 4.06 |
| MMFL | Seema Goel | 201403 | 180000 | 1.49 |
| NAHARSPING | ANIL KUMAR GOEL | 201403 | 386000 | 1.07 |
| PANAMAPET | ANIL KUMAR GOEL | 201403 | 120000 | 1.49 |
| PPAP | ANIL KUMAR GOEL | 201403 | 368000 | 2.63 |
| PPAP | SEEMA GOEL | 201403 | 180000 | 1.29 |
| PRECOT | ANIL KUMAR GOEL | 201403 | 326100 | 2.72 |
| SAMBANDAM | Anil Kumar Goel | 201403 | 57893 | 1.36 |
| SAMBANDAM | Seema Goel | 201403 | 65000 | 1.52 |
| SANGHVIMOV | Anil Kumar Goel | 201403 | 438000 | 1.01 |
| SARLAPOLY | Anil Kumar Goel | 201403 | 340000 | 4.89 |
| SARLAPOLY | Seema Goel | 201403 | 100000 | 1.44 |
| SHIVAMAUTO | ANIL KUMAR GOEL | 201403 | 180000 | 1.8 |
| SHIVTEX | Anil Kumar Goel | 201403 | 384100 | 1.78 |
| STERTOOLS | ANIL KUMAR GOEL | 201403 | 257500 | 3.76 |
| STERTOOLS | SEEMA GOEL | 201403 | 135000 | 1.97 |
| SWELECTES | ANIL KUMAR GOEL | 201403 | 104400 | 1.03 |
| TIIL | Anil Kumar Goel | 201403 | 360000 | 1.14 |
| TIRUMALCHM | ANIL KUMAR GOEL | 201403 | 360000 | 3.52 |
| TIRUMALCHM | SEEMA GOEL | 201403 | 215000 | 2.1 |
| VHL | ANIL KUMAR GOEL | 201403 | 60978 | 1.91 |
| VHL | SEEMA GOEL | 201403 | 33000 | 1.03 |
| VISAKAIND | ANIL KUMAR GOEL | 201403 | 187000 | 1.18 |
| VTMLTD | Anil Kumar Goel | 201403 | 418560 | 1.04 |