Categories
Links

Linkfest: March 30,2017

Some stuff I am reading today morning:

All GST Bills passed in Lok Sabha (Mint)

Meet Ashish Kacholia, Dalal Street’s whiz kid (ET)

Kotak Bank’s 811 (Money Control)

Sale of BS III vehicles banned (BS)

Overwhelming response from investors for SME offers (BL)

Instagram killed the retail store (BusinessWeek)

The real asset you are building is trust (Seth Godin)

The Mullet Discount (Eric)

Did the Greek bailout money go to ‘liquor and women’ ? (Credit Writedown)

Nassim Taleb as a reluctant angel of Justice (Deal Breaker)

Categories
Cartoon

Let the Brexit Negotiations Begin

Source: Express UK

The European Council has allowed a TinTin poster comparing Britain’s Brexit decision to a sinking ship engulfed in flames to hang in its negotiation room.

Categories
CoatTailing

Top 5 Holdings of Ashish Dhawan

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

Ashish Dhawan is a well known investor, entrepreneur and philanthropist…probably best known for his role as Sr.Managing Director at ChrysCapital.

His top 5 significant holdings in India as on 31 Dec,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity % Value (In Crores)
Aditya Birla Nuvo Limited ABIRLANUVO ASHISH DHAWAN 1.12 224.21
Dish TV India Limited DISHTV Ashish Dhawan 1.48 171.75
Manappuram Finance Limited MANAPPURAM ASHISH DHAWAN 2 171.22
JB Chemicals & Pharmaceuticals Limited JBCHEPHARM ASHISH DHAWAN 5.68 166.22
IDFC Limited IDFC ASHISH DHAWAN 1.72 149.46

 

Categories
Interview

Biggest Risk in India is political

Hat tip: Sunil Jain

Categories
Links

Linkfest: March 29,2017

Some stuff I am reading today morning:

The mysterious man who owns one share of unlisted Tata Sons (Scroll)

Qatar Air Chief bets on Modi (ET)

The spectacular success of Modi’s Neem Coated Urea (IE)

Use of bitcoins in India illegal (Money Control)

Education Business-Cash register never stops ringing (SPTulsian)

Theresa May to trigger Brexit today (Mint)

Few takers for Reliance Jio Prime (FE)

Money (Bob Lefsetz)

Test Case of Emotional Trading (Market Watch)

Evaluating True Diversifiers (Long Board)