Categories
CoatTailing

Portfolio of Bessemer India

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

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The significant holdings of the portfolio of Bessemer India as per stock exchanges as on 30 Sept,2013 is given below:

Company Name Symbol Entity Name Date End # of Shares %
Anant Raj Limited ANANTRAJ BESSEMER INDIA CAPITAL PARTNERS II SA 201309 3319787 1.12
Ganesh Housing Corporation Limited GANESHHOUC BESSEMER INDIA CAPITAL PARTNERS II SA 201309 518787 1.59
IL&FS Transportation Networks Limited IL&FSTRANS BESSEMER INDIA CAPITAL HOLDINGS II LTD 201309 4132231 2.13
Shriram City Union Finance Limited SHRIRAMCIT Bessemer Venture Partners Trust 201309 2500000 4.22
Shriram EPC Limited SHRIRAMEPC BESSEMER VENTURE PARTNERS TRUST 201309 10481762 23.63
Sunil Hitech Engineers Limited SUNILHITEC BESSEMER VENTURE PARTNERS TRUST 201309 1100000 8.96

 

Categories
Interview

Interview with Peter Lynch

Categories
Links

Linkfest:Dec 09,2013

Some stuff that I am reading today morning:

Sheila Dikshit ki bewaqoofi (Firstpost)

India story back with a bang (ET)

What slowdown ask new realty developers (BS)

Poll 2013:And the losers are (Mediacrooks)

Powergrid FPO @ 85-90 Rs-A Primer (OneMint)

All about tax liability on equity share trading (BasuNivesh)

Hedge Funds are getting trounced (Bloomberg)

Seth Klarman’s Baupost to return $  4 Billion to investors (IIAlpha)

The most important gold chart in the world (DailyReckoning)

Tales from Stratton Oakmont (TRB)

 

Categories
Humor

The Old Money MindSet

Bostonians still tell the story of the respectable society matron who was crossing the Common one day and ran into an old college chum she hadn’t seen for years. The matron was dismayed to see that her friend was obviously engaged in the world’s oldest profession. “My dear,” she said, “whatever has happened to you?” “Well,” said her friend, “it was either this or dip into capital.”

Categories
Music

The Gambler

A lovely song for all traders/investors/speculators out there !

On a warm summer’s evenin’ on a train bound for nowhere,
I met up with the gambler; we were both too tired to sleep.
So we took turns a starin’ out the window at the darkness
‘Til boredom overtook us, and he began to speak.

He said, “Son, I’ve made my life out of readin’ people’s faces,
And knowin’ what their cards were by the way they held their eyes.
So if you don’t mind my sayin’, I can see you’re out of aces.
For a taste of your whiskey I’ll give you some advice.”

So I handed him my bottle and he drank down my last swallow.
Then he bummed a cigarette and asked me for a light.
And the night got deathly quiet, and his face lost all expression.
Said, “If you’re gonna play the game, boy, ya gotta learn to play it right.

You got to know when to hold ’em, know when to fold ’em,
Know when to walk away and know when to run.
You never count your money when you’re sittin’ at the table.
There’ll be time enough for countin’ when the dealin’s done.

Now Ev’ry gambler knows that the secret to survivin’
Is knowin’ what to throw away and knowing what to keep.
‘Cause ev’ry hand’s a winner and ev’ry hand’s a loser,
And the best that you can hope for is to die in your sleep.”

So when he’d finished speakin’, he turned back towards the window,
Crushed out his cigarette and faded off to sleep.
And somewhere in the darkness the gambler, he broke even.
But in his final words I found an ace that I could keep.

You got to know when to hold ’em, know when to fold ’em,
Know when to walk away and know when to run.
You never count your money when you’re sittin’ at the table.
There’ll be time enough for countin’ when the dealin’s done.