Author: Raoji

Categories
CoatTailing

Portfolio of Prof. Sanjay Bakshi

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

Please note that the portfolios mentioned in the coat tailing series are not exhaustive or complete as stock exchanges list only those entities having more than 1% of the equity.

Sanjay Bakshi is a well known investor who blogs at FundooProfessor (see the sitereview here)

He is the CEO of Tactica Capital Management Pvt. Ltd. which is a proprietary deep value investing boutique.

I have not come across any significant holdings in Sanjay Bakshi’s name.But Tactica has a significant holding.

The portfolio of Tactica (as from stock exchanges websites) is given below:

Company Name No of shares %
Haryana Capfin 121990 2.34

Subscribe to the Investor Wisdom Newsletter to get insights into the activities of top investors.Satisfaction Guaranteed or Money back no questions asked !

Categories
Video

Nigerian school girls generate electricity from urine

Categories
Links

Linkfest:Dec 03, 2012

Some stuff that I am reading today morning:

Landing jobs getting harder for Tier II B-schools (BusinessLine)

The Hindu temple ruled by rats (WSJ)

Negative returns in the garb of guarantees (Mint)

No jingle bells for India’s investment bankers (BS)

Nov 2012 closes at 52 week high (CapitalMind)

Bharti Infratel IPO review (OneMint)

Bond investor Gundlach buys stocks (Bloomberg)

How to get startup ideas (Paulgraham)

Goldman:The economic crisis ends in 2013 (BusinessInsider)

NYT finds a weird way to kick Steve Cohen (Dealbreaker)

Categories
BookReview

Book Review:The Bed of Procrustes


This post is in continuation of my book review series (see here)

The Bed of Procrustes is written by Nassim Nicholas Taleb.

It is a slim book full of aphorisms (pithy statements) by Taleb.

Some samples are:

Someone from your social class who becomes poor affects you more than thousands of starving ones outside of it

 

For the robust, an error is information; for the fragile, an error is error

 

A more detailed and funnier review can be found here

All in all, this book is thoroughly avoidable.

Categories
SiteReview

Site Review:CapitalMind

This post is in continuation of my site review series (see here)

CapitalMind is a very popular financial blog written by Deepak Shenoy.

Deepak covers a range of topics in his blog-from inflation figures to monthly Nifty performances to misselling of insurance products etc

Some of his posts are very well written and incisive in its analysis-for example, take his latest post on how relationship managers are peddling HDFC Crest to unsuspecting customers.

Deepak Shenoy is also associated with low cost brokerage Zerodha.I believe Zerodha heralds how broking business will change in India in the future aka just how the US brokerage industry changed due to low cost discount brokerages.

Check out Deepak’s blog for yourself !!