Categories
SME

Our Mobile Phone is 14% of our Net Tangible Assets

Source: DRHP Filings of Add-Shop Promotions Ltd

Categories
CoatTailing

Portfolio of Anuj Anantrai Sheth

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

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Anuj Anantrai Sheth is a well known investor in the Indian Equity markets.

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

Company Name NSE Symbol Entity Value (In Crores)
Asahi India Glass Ltd ASAHIINDIA Anuj Anantrai Sheth 113.32
Bannari Amman Spinning Mills Ltd BASML Anuj Anantrai Sheth 15.68
Bannari Amman Sugars Ltd BANARISUG Anuj Anantrai Sheth 87.71
Finolex Industries Ltd FINPIPE Anuj Anantrai Sheth 208.34
Jamna Auto Industries Ltd JAMNAAUTO Anuj Anantrai Sheth 92.06
The Hi-Tech Gears Ltd HITECHGEAR Anuj Anantrai Sheth 34.42
Themis Medicare Ltd THEMISMED Anuj Anantrai Sheth 18.18
Categories
Links

Linkfest: 10 July,2018

Some stuff I am reading today morning:

NCLT ends Mistry challenge to Tata (Mint)

How the private sector has stalled India’s reforms (T Ninan)

Why road construction stocks are struggling (BL)

Baffling trades in ICICI Securities (MF Critic)

Interview with Ashwini Agarwal (ET)

3 Bucket framework to investing (Janav)

Lessons from Josh Wolfe (25IQ)

3 pieces of advice from John Bogle (Morningstar)

9 essential conditions to commit massive fraud (TRB)

Buffett cashes out on his puts (Zero Hedge)

Categories
Chart

Will History repeat in 2019?

Source: Motilal Oswal Research

Categories
Observations

Mudar Patherya’s Missing Disclosure

Mudar Patherya runs the Communications firm Trisys which is well known for helping companies with the Annual Reports.

He also writes on the stock markets for Business Standard.

Today he wrote a piece on Rajratan Global Wires.

What was missing in the piece was an important disclosure… that Rajratan is a client for his company as can be seen from their latest annual report