Author: Raoji
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Linkfest:May 21, 2013
Some stuff I am reading today morning:
What does a flagging commodities supercycle mean for investors? (Mint)
Right time for investors to get back to markets (ET)
What’s so big about Big B? (NYTimes)
How Ben Graham revolutionized shareholder activism (Bloomberg)
The American story…abroad (DailyReckoning)
Does the magic formula work? (Oldschoolvalue)
2 Charts to make you understand why gold is crashing (BI)
What stock to buy?Hey Mom, don’t ask me (NYTimes)
How to improve your trading consistency (KirkReport)
Walking the dog (Mediacrooks)
This post is in continuation of my coat tailing series (see here)
Platinum Asset Management is a well known Australian based FII.
Their significant holdings in India as on March 31,2013 as per stock exchange website is given below:
| Company | Entity | # of Shares | % |
| Ballarpur Inds. | Platinum Investment Management Ltd A/c Platinum Asia Fund | 35282244 | 5.38 |
| Educomp Solutions | Platinum Investment Management Ltd A/c Platinum Asia Fund | 1557222 | 1.27 |
| HDIL | Platinum Investment Management Ltd A/c Platinumasia Fund | 33062524 | 7.89 |
| Shree Ganesh Jewell. | Platinum Investment Management Ltd | 2036104 | 3.14 |
| Tata Global Beverage | Platinum Investment Management Ltd A/C Platinum International Brands Fund | 8356060 | 1.35 |
| Unitech | Platinum Investment Management Ltd A/c Platinum Asia Fund | 72877336 | 2.79 |
| Unitech | Platinum Investment Management Ltd A/c Platinum International Fund | 59478790 | 2.27 |
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Categories
Linkfest:May 20,2013
Some stuff I am reading today morning:
The remarkable story of D Anila Reddy (TOI)
How MF distributors earn their commissions (Mint)
Tata Teleservices 19 GSM licenses may be cancelled (BS)
How new drug policy impacts pharma and consumers (Firstpost)
Bearish bets on gold reaches a record (Bloomberg)
The unexpected antidote to procrastination (HBR)
Markets as theatre (InPursuitofValue)
Equity Risk Premiums and Stocks (AswathDamodaran)
One man beats it all on Tesla (Moneybeat)
14 attributes that make a good portfolio manager (Marketfolly)
Welcome to the hunting season (MediaCrooks)