Author: Raoji
Linkfest:Jan 14,2013
Some stuff that I am reading today morning:
Mohnish Pabrai:What I learned from Warren and Charlie (MotleyFool)
How long will the courts humor Sahara group? (FirstPost)
Why Bob Dhillon is betting on Indian real estate (ET)
Investing risks in 2013 (Mint)
Arshiya International: Zero stock target (SaanpAurSeedi)
Portfolio Construction (AltaisAdvisors)
Family Floater health insurance in India (OneMint)
India’s empty democracy can’t protect it’s people (Bloomberg)
Bernie Madoff:Insider trading is nothing new (CNBC)
A shocking death, a financial lesson (NYTimes)
How Tech Savvy Are Kids?
Source PCMag
This post is in continuation of my coat tailing series (see here).
Treeline is a well known hedge fund based out of Singapore and Hong Kong.
The portfolio of their Tree Line Asia Master Fund (Singapore) Pte Ltd. in India as on Sept 2012 as per stock exchange websites is given below:
| Company Name | No of Shares | PERCENTAGE |
| Balrampur Chini Mill | 5900000 | 2.41 |
| Arshiya Internatl. | 3176000 | 5.4 |
| Sunteck Realty | 700000 | 1.11 |
| SKS Microfinance | 1427076 | 1.32 |
| SKS Microfinance | 1492924 | 1.38 |
| Hathway Cable & Data | 1470000 | 1.03 |
| United Breweries | 2890000 | 1.09 |
| Claris Lifesciences | 1000000 | 1.57 |
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