Source: Q2FY2018 Conference Call Transcript of ENIL
This post is in continuation of my coat tailing series (see here)
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Ontario Teacher’s Pension Plan is one of the world’s leading pension plans
It’s holdings as on 31 December,2017 as per stock exchanges is as given below:
| Company Name | Symbol | Entity Name | Value (In Crores) |
| Jubilant Foodworks Ltd | JUBLFOOD | Ontario Teachers’ Pension Plan Board Managed By Arohi Asset Management Pte Ltd-Np9q | 146.74 |
| Mindtree Ltd | MINDTREE | Ontario Teachers’ Pension Plan Board Managed By Arohi Asset Management Pte Ltd-Np9q | 214.22 |
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Linkfest: 05 March, 2018
Some stuff that I am reading today morning:
Loan defaults: SEBI pushes for disclosures (ET)
An insider’s account of the changing face of banking (Mint)
A filmi fraud at SBI (BS)
The Diamond trade speaks up on Nirav Modi/Mehul Choksi (Reuters)
A visual way of looking at future equity returns (8020Investor)
Private Equity: Over valued and Over rated? (American Affairs)
A Margin of Safety (Of Dollars & Data)
1,2,3,4, Let’s have a trade war ! (TRB)
How modern art serves the rich (New Republic)
Interest rates & stock prices…it’s complicated (Aswath Damodaran)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Rakesh Jhunjhunwala questions Raamdeo Agrawal (AI)
Rakesh Jhunjhunwala: How to structure a pre IPO deal (AI)
Those 90 minutes cost me 40L (Rural India)
NSE’s incompetence exposed (AI)
Portfolio of India Nivesh (AI)
The corrupt dealings of Chidambaram (ET)
Why do the rich get richer? (Subramoney)
New PPF Rules (FE)
10 gems from Buffett’s 2018 Letter (Ravichand)
Dark clouds on the Indian economy (MC)
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Weekend Mega Linkfest: 01 March, 2018
Some off beat reads for the long weekend:
A short history of Bhang (Scroll)
Those 90 minutes cost me 40 L (Rural India)
The myth of a kinder, gentler Xi Jinping (Atlantic)
Netanyahu’s dilemma (ATimes)
The after life of Pablo Escobar (New Yorker)
Is the British Establishment finally finished? (Guardian)
How the Nazis were deprived of the Atomic Bomb (Smithsonian)
Trump’s India tilt (Dawn)
The double life of C V Raman (Swarajya)
Travelogue: 3 weeks in Europe (Team BHP)
How did Life Begin?Its Chemistry 101 but in space (Ars Technica)
The world according to Australian MasterChef host Gary Mehigan (NatGeo)
Gaaliyon ki Raasleela (Arre)
Shahjahanpur Diary (Outlook)
Obituary: Sridevi (Open)