Author: Raoji
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Starting Date Matters
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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 Symbol | Entity Name | Value (In Crs) |
| Elgi Rubber Co Ltd | ELGIRUBCO | URMILA D SHAH | 0.49 |
| Hitech Corporation Ltd | HITECHCORP | URMILA D SHAH | 2 |
| Shanthi Gears Ltd | SHANTIGEAR | DURGESH S SHAH | 9.05 |
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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)
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Reliance Industries: Better by 2
