Here are the most clicked items on Alpha Ideas this week:
NBFCs: Making out like bandits (AI)
Porinju’s Dear Investor letter (AI)
The biggest crisis no one is talking about (Kotaku)
Portfolio of Kenneth Andrade’s Vantage Fund (AI)
Portfolio of Gita Kirti Ambani (AI)
HDFC Bank’s Super Subsidiaries (AI)
Secret Diary of Ajay Piramal (OB)
Time to buy smallcaps? (Nooresh)
MF industry stares at worst ever churn (BS)
Nothing works all the time (AI)
Some off beat reads for the weekend:
The biggest crisis no one is talking about (Kotaku)
The true story of Yanny and Laurel (Wired)
Can Angry Hanuman serve as a prophecy for 2019? (Rahul Pandita)
Bengal’s bloody Panchayat Polls (Jaideep Mazumdar)
The man who could shape Iraq’s future (Atlantic)
Blessing scams in Chinatown (SCMP)
The life of one of America’s bloodiest hitman (Buzzfeed)
Your new Pakistan (Dawn)
The ultimate sacrifice of Captain Mulla (BI)
How to eat candy like a Swede (New Yorker)
Has wine gone bad? (Guardian)
Scuba diving in Andaman & Nicobar (NatGeo)
Stop the Bhaiya-fication (Purba Ray)
The greatest mind in Madras (J Mathrubootham)
22 Gravity Defying Sculptures (Mind Circle)
This post is in continuation of my coat tailing series (see here)
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Hemendra Kothari is the Chairperson of DSP Blackrock and is a much respected figure in the Indian Equity Markets.
His investments,in his personal capacity, as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| EIH Associated Hotels Ltd | EIHAHOTELS | HEMENDRA MATHRADAS KOTHARI | 21.61 |
| Merck Ltd | MERCK | HEMENDRA M KOTHARI | 37.85 |
| Sonata Software Ltd | SONATSOFTW | HEMENDRA M KOTHARI | 372.03 |
Some stuff I am reading today morning:
Oil hits $80 (MC)
Rs.4 per litre hike in petrol/diesel ? (Mint)
Numetal makes 37,000 Cr offer for Essar Steel (ET)
Brazil affected by India’s record sugar corp (Quint)
Stock Talk: EID Parry (Gurpreet Singh)
How to see through financial window dressing (Sunil Tinani)
Secret Diary of Subhash Chandra (OB)
Stanley Druckenmiller’s big mistake (Irrelevant Investor)
Avdesh Garg-The largest IFA in Kota (Morningstar)
What was your lowest point financially? (RetireBy40)