Source: Diageo Investor Presentation
Linkfest: May 12, 2017
Some stuff I am reading today morning:
HUDCO IPO a mega hit (ET)
Top 7 IT firms to layoff 56,000 employees (Mint)
How Avanti Feeds grows at 60% annually (Forbes)
Stock Talk : IMP Powers Ltd (Alpha Invesco)
Mutual Fund managers have more cash, less ideas (MC)
Japan’s Muji predicts big India growth (Bloomberg)
The Emerging Market rally will correct (Ritesh Jain)
Avoiding Filter Failure (Common Sense)
How startup funding works (Barry)
How did Johnny Depp blow through $650 Million? (Smoke Room)
This post is in continuation of my coat tailing series (see here)
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Goldman Sachs is a well known investor in the Indian Equity markets
Its top 5 Holdings as on 31 March,2017 as per Stock Exchanges is given below:
Company Name | Symbol | Entity Name | % | Value (In Crores) |
Idea Cellular Limited | IDEA | Goldman Sachs India Limited | 1.26 | 412.01 |
Strides Shasun Limited | STAR | GOLDMAN SACHS (SINGAPORE) PTE | 2.74 | 263.39 |
Muthoot Finance Limited | MUTHOOTFIN | Goldman Sachs India Limited | 1.57 | 250.25 |
Escorts Limited | ESCORTS | GOLDMAN SACHS INDIA LIMITED | 2.78 | 216 |
Bharat Financial Inclusion Limited | BHARATFIN | GOLDMAN SACHS (SINGAPORE) PTE | 2.05 | 215.44 |
Mr. Suresh Shetty was the first CFO of Hero Motocorp.
He used his domain expertise of the auto industry to invest in the auto and auto ancillaries space.
Now his stake in Motherson Sumi alone is worth around Rs.550 Crores
What I learnt from him:
Use your domain knowledge not only to do your job well but also invest