Author: Raoji
Linkfest:August 14, 2014
Some stuff I am reading today morning:
Here’s why you should never pick a stock again (Time)
In the last few months,560 stocks have crashed by 25% (BL)
Tech,compliance costs push brokers to exit door (Mint)
Why analysts are angry with L&T (BS)
Nomura:Sensex to touch 30,310 points by August 2015 (ET)
Losing the shackles of labour laws (BS)
Donald Trump’s views on Mumbai Realty needs a reality check (FirstBiz)
How to pick a good roadside eatery in India (WSJ)
Where to park money for less than 6 months (Apnaplan)
Berkshire’s distinctive shareholders and corporate longevity (BeyondProxy)
This is what a black swan event looks like
Brazilian stocks plunging on news plane went down with presidential candidate onboard pic.twitter.com/Pvyc7EyzBw
— Nicholas Johnston (@FirstWordNick) August 13, 2014
Any such opportunity out there?

Portfolio of Mavi Investment Fund Ltd
This post is in continuation of my coat tailing series (see here)
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Mavi Investment Ltd is a FII which as per market circles is associated with the controversial stock broker Nirmal Kotecha
Its significant holdings in India as on 30 June,2014 as per Stock Exchanges is given below:
| Symbol | Entity | # of Shares | % | Date End |
| AMTEKINDIA | Mavi Investment Fund Limited | 3008777 | 1.08 | 201406 |
| CINELINE | Mavi Investments Fund Limited | 337161 | 1.2 | 201406 |
| DCW | MAVI INVESTMENT FUND LIMITED | 9805000 | 4.67 | 201406 |
| DONEAR | Mavi Investment Fund Limited | 940000 | 1.81 | 201406 |
| GODFRYPHLP | MAVI INVESTMENT FUND LTD. | 268555 | 2.58 | 201406 |
| HINDDORROL | MAVI INVESTMENT FUND LIMITED | 2591057 | 3.6 | 201406 |
| INDORAMA | Mavi Investment Fund Limited | 12652175 | 8.33 | 201406 |
| JSWSTEEL | MAVI INVESTMENT FUND LIMITED | 4417000 | 1.83 | 201406 |
| JVLAGRO | Mavi Investment Fund Limited | 4460000 | 2.66 | 201406 |
| MONNETISPA | MAVI INVESTMENT FUND LIMITED | 1536857 | 2.33 | 201406 |
| PARABDRUGS | Mavi Investment Fund Limited | 2118239 | 3.42 | 201406 |
| PDPL | MAVI INVESTMENT FUND LTD | 300000 | 1.01 | 201406 |
| PNC | Mavi Investment Fund Ltd | 1000000 | 6.91 | 201406 |
| RAJESHEXPO | Mavi Investment Fund Limited | 10601360 | 3.59 | 201406 |
| RUCHINFRA | Mavi Investment Fund Limited | 14704752 | 7.16 | 201406 |
| SOMATEX | Mavi Investment Fund Limited | 4986600 | 15.1 | 201406 |
| SURYAJYOTI | MAVI INVESTMENT FUND LIMITED | 1036608 | 5.27 | 201406 |
| VISASTEEL | MAVI INVESTMENT FUND LIMITED | 4998087 | 4.54 | 201406 |
| WEBELSOLAR | MAVI INVESTMENT FUND LIMITED | 562500 | 2.56 | 201406 |
| WELINV | Mavi Investment Fund Limited | 104889 | 2.87 | 201406 |
| WINSOMEDJ | MAVI INVESTMENT FUND LIMITED | 1310000 | 1.23 | 201406 |