Alpha Ideas

Top 5 Holdings of Amansa in India

Post author By Raoji
Post date May 3, 2019
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Akash Prakash of Amansa Capital is a well known investor in the Indian Markets.

Amansa’s top 5 Holdings as on 31 March,2019 as per Stock Exchanges is given below:

Company Name	Symbol	Entity	Value (In Crores)
SRF Limited	SRF	AMANSA HOLDINGS PRIVATE LIMITED	1136.01
Info Edge (India) Limited	NAUKRI	Amansa Holdings Private Limited	697.81
ICICI Prudential Life Insurance Company Limited	ICICIPRULI	AMANSA HOLDINGS PRIVATE LIMITED	572.92
Aurobindo Pharma Ltd	AUROBINDO	AMANSA HOLDINGS PRIVATE LIMITED	520.01
Sundram Fasteners Limited	SUNDRMFAST	AMANSA HOLDINGS PRIVATE LIMITED	498.24

Tweets

Ridiculous Pressure

REC placed December 2021 bonds at 8.50%!!! For comparison similar bonds were trading at closer to 7.5% a couple of months ago. This is ridiculous pressure on markets.

— Sivakumar (@eyeofsiva) May 3, 2019

Links

Linkfest: 03 May, 2019

Some stuff I am reading today morning:

How PayTM killed its eCommerce dream (ET)

How Satya Nadella remade Microsoft (Bloomberg)

JSW enters paints business (Mint)

Stock Pick: Aavas Financiers (Gautam Trivedi)

Interview with Ujjivan Founder Samit Ghosh (Fortune)

DLF: Plotting a revival (BT)

LLoyds of London is facing a perfect storm (GCaptain)

Buffett on buying a basket of stocks in a sector (AM)

The quest to find companies with moats (Economist)

4 Overlooked Investment Decisions (Common Sense)

Tags linkfest

Plug

Shout Out: Gordon DSouza on Investing

Post author By Raoji
Post date May 2, 2019
No Comments on Shout Out: Gordon DSouza on Investing

Well known PE professional Gordon DSouza will be speaking on “Investing with the odds’ at the online investment conference Indian Investing Conclave this Sunday, 5 May 2019.

The event is FREE and open to everyone which makes it a bargain deal to watch/listen to an experienced practitioner from the comfort of your home.

Click HERE to register