Author: Raoji
Categories
Linkfest:Feb 26, 2013
Some stuff I am reading today morning:
Sanjay Dangi’s portfolio stocks hit by margin pressures? (Moneylife)
Indians, bring out your gold (WSJ)
Here’s why midcaps crashed (ET)
Parents being charged 3-8 Lakh in fees for nursery admissions (FE)
2G spectrum auction fails before it begins (Mint)
Ratnakar Bank finds profits where others fear to tread (BS) (Hattip Gaurav)
Pinocchio traders with fantastic returns are lying to themselves (WashingtonPost)
The SEC like everyone else did not believe Citi’s financial statements (Dealbreaker)
The Chopper scam and the credit squeeze (MediaCrooks)
A million miles away (TRB)
Categories
A tweet in passing
@alphaideas IN THE MORNIN U PROVIDED SANJAY DANGI’S PORTFOLIO. BY AFTERNOON HIS STOCKS ARE BUTCHERED :-)⁰Nice warning beforehand
— ashwinidamani (@ashwinidamani) February 25, 2013
Categories
Portfolio of Ashwin Kedia
This post is in continuation of my coat tailing series (see here).
Ashwin Kedia is a co-founder of Alchemy Capital Management whose other cofounders include Rakesh Jhunjhunwala and Lashit Sanghvi
His portfolio as on Dec 2012 as per stock exchange websites is given below:
| Company Name | # of Shares | % |
| ADF Foods | 250000 | 1.24 |
| Mahindra Composites | 94390 | 2.14 |
| Mount EverestMineral | 368571 | 1.08 |
Subscribe to the Investor Wisdom Newsletter to get insights into the activities of top investors.Satisfaction Guaranteed or Money back no questions asked !
[gview file=”https://alphaideas.in/wp-content/uploads/2013/02/GPPL-Q4-2012-Analyst-Presentation.pdf”]