Categories
Chart

This Warren Buffett Indicator shows better times ahead

Source: Motilal Oswal Research

Categories
Observations

MTNL: Only a Matter of Time

Before Employee Expenses overtake revenues !

Source: Exchange Filings of MTNL

Categories
Links

Linkfest: November 15,2017

Some stuff I am reading today morning:

Surge in pre IPO funding rounds (Mint)

Galaxy Surfactants files IPO papers with SEBI (BL)

IPOs are avoidable (MC)

Jio now sets sights on ecommerce (ET)

The renewables sector in India is near-death (FE)

RCom defaults in India test (Quint)

India gives ‘King of Sweets’ a GI tag (Reuters)

How to raise $ 20 Billion (TRB)

How to make a fortune in the EV boom (Katusa)

Knowing your audience (Collaborative Fund)

Categories
Plug

Pre IPO : Hero Fincorp

Hero Fincorp,belonging to the Hero Group, is one of India’s fastest growing NBFCs

It’s latest Financial Results can be downloaded from here.

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 Lincoln P Coelho

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

Lincoln P Coelho is a well known investor in the Indian Equity markets well-known for his investments in the small cap space

His significant holdings as on 30 September,2017 as per stock exchanges is as given below:

Company Name BSE Code Entity Value (In Crores)
Aimco Pesticides Ltd 524288 Lincoln P Coelho 5.28
Shivalik Bimetal Controls Ltd 513097 Lincoln P Coelho 1.56
Sunshield Chemicals Ltd 530845 Lincoln P Coelho 2.21
Tyche Industries Ltd 532384 Lincoln P Coelho 1.81