Categories
Links

Mega Linkfest: June 30, 2018

Some off beat reads for the weekend:

The stock market loophole that screws the little guy (Felix)

How to get away with financial fraud (Guardian)

A Princess, a Poisoning and an Oil Fortune (Spiegel)

Catastrophe in Yemen (ATimes)

My experience of running an Uber & Ola taxi (TeamBHP)

Kamal Nath fails (Gossip Guru)

Remembering Field Marshal Sam Manekshaw (Syed Ata Hasnain)

Baffling facts about life in Japan (Brightside)

Movie Review: Sanju (Arre)

Don’t even touch a newspaper (J Mathrubootham)

The Company Style & Raja Ravi Varma (Madras Courier)

Secrets of Vijaynagara architecture (Madras Courier)

On the sadness of moving (Great Bong)

World Cup Diary (Outlook)

The most discussed World Cup moments (RT)

Categories
CoatTailing

Portfolio of Cinnamon Capital

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Cinnamon Capital is a well known FPI in the Indian Equity Markets.

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

Company Name NSE Symbol Entity Value (In Crores)
Prestige Estates Projects Ltd PRESTIGE Cinnamon Capital Limited 106.54
Godrej Properties Ltd GODREJPROP CINNAMON CAPITAL LIMITED 157.93
Indiabulls Housing Finance Ltd IBULHSGFIN CINNAMON CAPITAL LIMITED 682.22
Indiabulls Ventures Ltd IBVENTURES CINNAMON CAPITAL LIMITED 2150.72
Categories
Tweets

Criteria for Large Cap Investing

Categories
Index

Bank Nifty: Index or a Joke ?

Amused to see that top 2 index constituents account for around 50% and top 3 index constituents account for around 65% of an Index !

Take a bow, NSE.

Categories
Links

Linkfest: 29 June, 2018

Some stuff I am reading today morning:

More pain for Emerging Markets (Quint)

SEBI blocks Lodha Developers IPO (MC)

Investor Profile: Jiten Parmar (ET)

Interview with Jatin Khemani (FE)

Rakesh Jhunjhunwala sells Titan (BS)

How to survive the smallcap crash in 2018 (Nooresh)

The paradox of knowledge (Safal Niveshak)

Little Money Rules (Morgan Housel)

Soros is now making money in litigation finance (Climateer)

How Blogging changed Wall Street (PragCap)