Source: Capital First Investor Presentation
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Linkfest: June 28, 2017
Some stuff I am reading today morning:
PSU Bank stocks tumble on RBI order (ET)
The challenge of long term finance (Ajit Ranade)
Listing of Rail PSUs on track (BS)
Stock Talk: SPML Infra (RJ)
Indian startups’ Uber problem (Quint)
How to buy Bitcoins in India (Groww)
How travel can be an education for investors (Climateer)
The many faces of price momentum (Invest Resolve)
Alpha’s persistence always at risk (Swedroe)
Group investing-Who is doing the heavy lifting? (A VC)
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How F&O stocks are manipulated
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Portfolio of Miten Mehta
This post is in continuation of my coat tailing series (see here)
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Miten Mehta of Bellwether Capital is a well known investor in the Indian equity markets.
His significant portfolio holdings (in his personal capacity) as on 31 March,2017 as per stock exchanges is as given below:
| Company Name | BSE Code | Entity | % | Value (In Crores) |
| Astral Poly Technik Ltd | 532830 | Miten Mehta | 1 | 81.60 |
| Steelcast Ltd | 513517 | Miten Mehta | 1.98 | 3.76 |
| Sathavahana Ispat Ltd | 526093 | Miten Mehta | 1.08 | 2.04 |
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Uday Kotak’s Warnings
In life as in cricket complacency or overconfidence is lethal. As Indian markets go up same is true. It is said"only paranoid survive"!
— Uday Kotak (@udaykotak) June 20, 2017
India implements 3 momentous changes:GST, RERA( real estate), IBC( bankruptcy). Can transform. But need focus on friction risk in short run.
— Uday Kotak (@udaykotak) June 26, 2017