Author: Raoji

Categories
CoatTailing

Holdings of Durgesh Shah

Durgest Shah is a well respected and well known investor in the Indian Equity Markets.

His interview with Ramesh Damani can be found here.

He had made a remarkable presentation at the CFA Society which can be found here

His portfolio holdings as on 31 March, 2019 in the public domain (Annual Reports, Exchange Filings etc) are as below. Kindly note this is NOT his entire portfolio , only that is disclosed in the public domain.

Company Name NSE SymbolEntity NameValue (In Crs)
Elgi Rubber Co LtdELGIRUBCOURMILA D SHAH0.49
Hitech Corporation LtdHITECHCORPURMILA D SHAH2
Shanthi Gears LtdSHANTIGEARDURGESH S SHAH9.05

Categories
Links

Linkfest: 13 August, 2019

Some stuff I am reading today morning:

Full text of Mukesh Ambani’s speech at Reliance AGM (BT)

Argentine stocks and currency crash (CNBC)

Hedge Funds “All-In” on Gold (Zero Hedge)

Consumers thinking twice before buying a Rs. 5 pack (Varun Berry)

Defaults abound in logistics sector (Mint)

Tata Steel’s UK losses continue to mount (ET)

Catholic Syrian Bank files papers for IPO (BL)

Company Profile : DCM Shriram (OB)

The money value of time (Financial Bodyguard)

Something is always happening (Waiters Pad)

Categories
AGM

Reliance Industries: Better by 2

Source: Chairman’s Speech at the 42nd AGM of Reliance Industries Ltd
Categories
Links

Linkfest: 12 August, 2019

Some stuff I am reading today morning:

Interview with Narendra Modi (ET)

Reliance AGM today (MC)

How Reliance is bracing for a EV future (BS)

Stock Talk: Max Financial (OB)

La Opala: Perils of High P/E Investing (Rudra Chowdhury)

Understanding Rera (Jago Investor)

How I spotted a fraud before it was too late (Gary Mishuris)

The negative art of investing (Howard Marks)

The nuances in Equity Investing (Vitaliy Katenselson)

Diffferent ways to be rich in 2019 (Common Sense)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Alpha Ideas 20 20 Meet Presentation: DMCC (Rohit Balakrishnan)

Alpha Ideas 20 20 Meet Presentation: Unichem (Sarvesh Gupta)

Alpha Ideas 20 20 Meet Presentation: Tata Steel (Sanjeev Pandiya)

Alpha Ideas 20 20 Meet Presentation: Deepak Nitrite (Rikeen Dalal)

Holdings of Safir Anand (AI)

Only 60% (AI)

Modi hai toh mumkin hai (AI)

Buying the bargain (AI)

Notes on India Wealth Management Conference (Subramoney)

An idiot could diversify a portfolio (Charlie Munger)