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)
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)
Some off beat reads for the long weekend:
Will the milk come to a boil in J&K? (Rahul Pandita)
India annexes Kashmir (Mohammed Hanif)
Kashmir Regained (M J Akbar)
‘Akhand Bharat’ posters in Pakistan (DailyO)
The failure to liberate Palestine (Guardian)
A Rohingya speaks (SCMP)
The life of a Kung Fu Nun in Ladakh (Arre)
The good doctor of Travancore (Manu Pillai)
India’s city where people come to die (BBC)
Walking the path of Buddha in India (New Yorker)
The Jewish community in India (Times of Israel)
How Mosquitoes shaped human history (Smithsonian)
Rabindranath Tagore, the Artist (LHI)
Profile: Potti Sriramulu (Better India)
Obituary: Sushma Swaraj (Madras Courier)
Safir Anand is an well known investor and stock picker
His holdings as on 31 March, 2019 as per Annual Reports is as follows:
| Company Name | BSE Code | Entity | Value (In Crores) |
| NGL Fine-Chem Ltd | 524774 | Safir Anand | 1.06 |
| Phoenix Township Ltd | 537839 | Safir Anand | 0.17 |
| SNL Bearings Ltd | 505827 | Safir Anand | 0.29 |
Hat Tip: Manish Gupta, Solidarity
