Author: Raoji
Categories
India’s rupee continues to slide
Categories
Linkfest:June 25,2013
Some stuff I am reading today morning:
Biral heiress lends to poor (Mint)
Growing fraud in corporate India worries regulators (BS)
Employees queue up to consult astrologers (ET)
Top 50 dividend paying stocks in India (Anand)
Its becoming harder and harder to deny the power of the index fund (BI)
The best analyst note we have ever seen (Moneybeat)
Lets play “Would you rather?” (NihonCassandra)
Rajdeep’s disaster games (Mediacrooks)
Are blogs outdated? (NYTimes)
Inside Ben Bernanke’s Doomsday Device (DailyReckoning)
Categories
Investor Wisdom:Sample Newsletter
In an earlier post, I had mentioned about starting an Investor Wisdom Newsletter.
The sample version of the newsletter is given below.The sample version contains the details of only 3 investors and is meant to give you a feel of how the newsletter actually looks like.
[gview file=”https://alphaideas.in/wp-content/uploads/2013/06/201303InvestorWisdom.pdf”]
The paid version of the newsletter will track the public disclosures of the following investors every quarter and describe their activity (whether added/cut positions etc).
Abhishek Dalmia/Avalokiteshvar Valinv Ltd
Abu Dhabi Investment Authority
Alchemy India Long Term Fund
AMERICAN FUNDS INSURANCE SERIES
AROHI ASSET MANAGEMENT PTE LTD.
Ashish Dhawan
Ashwin Kedia
Ask Securities
BEAVER INVESTMENT HOLDINGS
Bonanza Portfolio Ltd
Catamaran Ventures
Clearwater Capital
College Retirement Equities Fund
Creador
Credit Suisee
Dilipkumar Lakhi
Edelweiss
Elara Capital
Enam Capital
Fidelity
Genesis
Goldman Sachs India Equity Fund
Goldman Sachs Investments (Mauritius) Ltd
Government of Singapore
Government Pension Fund Global
India Capital Fund Ltd
IRONWOOD INVESTMENT HOLDINGS
Kotak Mahindra
Lashit Sanghavi/Neha Lashit Sanghavi
Mentor Capital (Sanjay Dangi)
Motilal Oswal
ONTARIO TEACHERS’ PENSION PLAN BOARD
Platinum Asset Management
Prime Securities/Prime broking
Prof Mankekar,Laxmi Shivanand Mankekar,Kedar Mankekar,Om Kedar
Investments
Raiffieisen Capital Management
Rakesh Jhunjhunwala,Rekha Jhunjhunwala,Rare group
Ramesh Damani
Sanjay Bakshi/Tactica Capital Management
SMALLCAP WORLD FUND, INC
TOYO DENKI SEIZO KK
Treeline Asia Master Fund
If you are interested in these products, please email me at Alpha Ideas
This post is in continuation of my 5 Stocks Series (see here)
Rail Stocks have been massacred in 2013 YTD as can be seen from the table below:
| Symbol | Close on 31 Dec,2012 | Close on 21 June,2013 | Loss |
| KALINDEE | 101.8 | 59.05 | -41.99% |
| TEXRAIL | 66 | 34.5 | -47.73% |
| TWL | 358.7 | 107.5 | -70.03% |
| CEBBCO | 92.6 | 15.75 | -82.99% |