Categories
Links

Linkfest:June 06,2014

Some stuff I am reading today morning:

SEBI uncovers major insider trading case in shares of L&T Finance (FE)

Govt to raise FDI limit in insurance (BS)

Investor interest in power revives (Mint)

Latest fixed deposit rates in India (MyInvestmentIdeas)

Huge Difference in having an opinion and having a position (AllStarCharts)

Perma Arguments (WealthOfCommonSense)

Fact,Fiction and Momentum Investing (OptimalMomentum)

Modi is about to make Pierre Omdiyar a lot richer (Pando)

Someone still believes in Steve Cohen (Dealbreaker)

Time (and Money) in a Cell Phone (BillGross)

Categories
CoatTailing

Portfolio of Nemish S Shah

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

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Nemish Shah is a well known investor in the Indian Equity Markets.

His significant holdings in India as on 31 March,2014 as per Stock Exchanges is given below:

01403

Symbol Entity # of Shares % Date End
SUPERSPIN Nemish S Shah 760500 1.38 201403
SONASTEER Nemish S. Shah 8680000 4.37 201403
RICOAUTO NEMISH S SHAH 2901900 2.15 201403
ZODIACLOTH NEMISH S SHAH 405124 2.09 201403
HITECHGEAR NEMISH S SHAH 580000 3.09 201403
ASAHIINDIA NEMISH S SHAH 11119635 4.57 201403
LAXMIMACH NEMISH S SHAH 402681 3.57 201403
BANARISUG NEMISH S SHAH 325000 2.84 201403
Categories
Video

Crossbridge Capital:Stay Long India

Categories
Cartoon

A diversified fund

Categories
Links

Linkfest:June 05,2014

Some stuff that I am reading today morning:

Why are top executives deserting Infosys? (ET)

Madhu Kapur takes Yes Bank fight to shareholders (Mint)

Beware of the bulls (FirstBiz)

Retail investor quota in offers for sale likely (BS)

Narendra Modi may have evolved into Modi 2.0 (ShashiTharoor)

Pimco’s fund manager quits to start a food truck business (Bloomberg)

A simple way to escape the most difficult financial traps (DailyReckoning)

Kiss the gold bull market goodbye (Barry)

Employing proper leverage in life and markets (TraderFeed)

Dileep Padgaonkar-India’s second biggest intellectual moron (MediaCrooks)