Categories
SME

Fourth Dimension is First !!

Amusing to see a controversial company getting high accolades from magazines.

 

Categories
Links

Linkfest: 19 July, 2018

Some stuff I am reading today morning:

No-Confidence Motion on Friday (ET)

Mayhem in mid-caps continues (Mint)

IPO Review: TCNS Clothing (Finception)

Interview with Kumarmangalam Birla (MC)

Interview with Milind Barve, HDFC AMC (BL)

India’s dirty secret is oil market’s headache (BQ)

How Microsoft evolved under Satya Nadella (CNBC)

The World Cup and Investing (Oakmark Funds)

Yield curve indicates recession ahead (Climateer)

A quick primer on 5G (Dani Town)

Categories
Observations

Ashok Leyland: Famous Last Words

Hat Tip: R Pandya

Categories
CoatTailing

Portfolio of Hitesh Doshi

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

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Hitesh Doshi is a well known investor in the Indian Equity Markets.

His significant holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
Century Textiles & Industries Ltd CENTURYTEX HITESH SATISHCHANDRA DOSHI 177.52
EID Parry India Ltd EIDPARRY HITESH SATISHCHANDRA DOSHI 58.79
KCP Ltd KCP HITESH SATISHCHANDRA DOSHI 13.74
Swelect Energy Systems Ltd SWELECTES HITESH SATISHCHANDRA DOSHI 12.23
Categories
MegaTrends

Mega Trend: India’s Investments in Irrigation

Source: DRHP Filings of Vectus Industries Ltd