Author: Raoji

Categories
Links

Linkfest: 07 May, 2018

Some stuff I am reading today morning:

Notes from 2018 Berkshire Hathway Annual Meeting (Adam Blum)

Xioami’s Manu Jain is set to make a fortune (ET)

Why banking in India will become a costly affair (Tamal)

FPI outflows hits 16 month high in April (BL)

The curious case of India’s beta (Ridham Desai)

PMO steps into ICICI Bank controversy (Rediff)

Tools for fundamental analysis in India (Calm Investor)

Interesting time for gold (Macro Tourist)

Solve the problem (Get Rich Slowly)

How about later (Humble Dollar)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas This Week:

The nefarious world of C Sivasankaran (Rediff)

Top 10 profitable industries in India (Calm Investor)

India Steel: Industry Analysis (AI)

Portfolio of Kanchan Sunil Singhania (AI)

Why MRF is Indian Stock Market’s peacock tail (MoneyLife)

India’s next 8 unicorns (Mint)

Frustrated flat owners after taking possession (Ravi)

What I learnt from Raamdeo Agrawal (AI)

Interview with Raamdeo Agrawal (ET)

E2E Networks: Furniture Cost > Building Cost (AI)

Categories
Links

Weekend Mega Linkfest: 04 May, 2018

Some off beat reads for the weekend:

The gambler who made Billions on the horse races (Bloomberg)

How Ferrero Rocher became a status symbol for immigrant families (Thrillist)

On Facebook’s struggles to contain Hate speech (SCMP)

The ‘Strongman Era’ is here (Ian Bremmer)

The extra ordinary Sukumar Sen (BI)

Murder at the Alcatraz (Atavist)

The mystery of the Killer Vacation (GQ)

The Iran deal is absurd (Atlantic)

The rise of Russia’s neo-Nazi hooligans (Guardian)

An assassination in Malaysia (ATimes)

Spoof: N Korea & S Korea team up to invade Italy (Onion)

What do you know about tragedy? (J Mathrubootham)

Indian Summer as a traveller’s tale (Open)

Reviving the art of watch making in Bengaluru (Qz)

Surat’s forgotten cemeteries (Wire)

Categories
Plug

Pre IPO : Nazara Technologies

Nazara Technologies is India’s leading gaming company.

Leading investors like Rakesh Jhunjhunwala,Utpal Seth,Madhu Kela,Amit Goela,IIFL etc are pre-IPO investors in the company. Detailed shareholding can be obtained from here

It’s detailed financials can be obtained from here

It’s DRHP filings can be obtained from here.

The Company has already received the SEBI approval for the IPO.

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

Categories
CoatTailing

Portfolio of Kanchan Sunil Singhania

This post is in continuation of my coat tailing series (see here)

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Kanchan Sunil Singhania is the better half of Sunil Singhania, the former CIO,-Equity, Reliance Mutual Fund

Her investments in her personal capacity as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
ANI Integrated Services Ltd AISL KANCHAN SUNIL SINGHANIA 2.95
Cambridge Technology Enterprises Ltd CTE KANCHAN SUNIL SINGHANIA 1.65
Sunil Healthcare Ltd 537253 KANCHAN SUNIL SINGHANIA 2.1