Categories
CoatTailing

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

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InvestorPresentations

Investor Presentation:Gujarat Pipavav Port Ltd Q4 2013

[gview file=”https://alphaideas.in/wp-content/uploads/2013/02/GPPL-Q4-2012-Analyst-Presentation.pdf”]

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Video

Emerging stocks face correction:JP Morgan

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Infographics Realty

Infographic:Top 5 Real Estate Destinations in India

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Links

Linkfest:Feb 25, 2013

Some stuff I am reading today morning:

Homegrown hedge funds line up entry (Mint)

SEBI set to overhaul insider trading rules (ET)

Azim Premji gives $ 2.3 Billion to charity (WSJ)

SEBI warns of share price foul play in open offers (Moneycontrol)

What is the character of those of who protect us? (Sandeepweb)

Herbalife battle shows how game is rigged (Bloomberg)

God’s Honest Financial Truths (Cassandra)

Of unexpected death (EpicureanDealmaker)

Free 100 $ bills are hard to come by (AswathDamodaran)

The story of nine financiers (TRB)