Categories
Links

Weekend Mega Linkfest: 20 July, 2018

Some off-beat reads for the weekend:

Everyone is smart except Trump (Spectator)

The ugly scandal that cancelled the Nobel Prize (Guardian)

Imran Khan : Sex, Drugs and Rock n Roll (Open)

Why Indian Academia is like the caste system (MC)

How to survive America’s Kill List (Rolling Stone)

Organised Crime in South East Asia (SCMP)

The Bhopal disaster is still unfolding (Atlantic)

Yadav Vs Yadav (Gossip Guru)

Amartya Sen is well past the ‘Sell By Date’ (Jaggi)

Travelogue: Bolivia (NatGeo)

Manmatha Nath Dutt: The Lost Hero (Outlook)

What’s going on with Elon Musk? (Time)

TV News fellows are all the same (J Mathrubootham)

Frugal Holidaying Tips (TeamBHP)

Remembering Neeraj (Wire)

Categories
Quotes

Your Wealth is like your Children

Categories
Links

Linkfest: 20 July, 2018

Some stuff I am reading today morning:

No-confidence motion today (BS)

Chidambaram, NSE Chairman chargesheeted in Aircel-Maxis Case (MC)

Rupee ends at lifetime low (ET)

New strict H1-B visa rules (Mint)

Cherry picking fallen angels (OB)

Brokers Vs NSE (BL)

Donald Trump Vs US Fed (BQ)

Gold Bugs Vs Stock Market Bulls (Pension Partners)

The Charms of Magical Thinking (Common Sense)

Interview with the great Peter Bernstein (CNN)

 

Categories
CoatTailing

Portfolio of Dodge & Cox International Fund in India

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

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Dodge & Cox is a well respected FPI investing in the Indian Equity Markets.

It’s significant holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
Axis Bank Ltd AXISBANK DODGE AND COX INTERNATIONAL STOCK FUND 4290.32
ICICI Bank Ltd ICICIBANK DODGE AND COX INTERNATIONAL STOCK FUND 10228
Categories
SME

Affle: Best things in Life are Intangible

Reminds me of the old Wall Street Saw “All hat and no cattle”

Source: DRHP Filings of Affle (India) Ltd