Categories
Observations

Motilal Oswal : Avoid Right, Sit Tight

Motilal Oswal Employees don’t seem to want their own company’s shares

Source: Exchange Filings of Motilal Oswal

Categories
Links

Linkfest: 22 June, 2018

Some stuff I am reading today morning:

Short squeeze in beaten up stocks? (Quint)

Interview with Rakesh Jhunjhunwala (MC)

New reforms by SEBI (Mint)

SEBI cracks the whip in NSE co-location scam (BL)

Tata Group profits rise by 35% under Chandra (BS)

Company Profile: Sunteck Realty (Fortune)

Manpasand Beverages: Pulp Fiction (Outlook Business)

How Arun Chittilappilly built Wonderla (Forbes)

Tails, you win (Morgan Housel)

Thread: My learnings in building a startup (Suhail)

Categories
CoatTailing

Portfolio of Caladium Investment in India

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

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Caladium Investment Pte is an affiliate of GIC, Singapore’s sovereign wealth fund.

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

Company Name NSE Symbol Entity Value (In Crores)
Capital First Ltd CAPF Caladium Investment Pte Ltd 269.11
Can Fin Homes Ltd CANFINHOME CALADIUM INVESTMENT PTE LTD 617.69
Bandhan Bank Ltd BANDHANBNK CALADIUM INVESTMENT PTE LTD 2956.45
Kotak Mahindra Bank Ltd KOTAKBANK CALADIUM INVESTMENT PTE LTD 3443.22
Categories
SME

Bright Solar: Dark Past

Source: DRHP Filings of Bright Solar Ltd

Categories
Links

Linkfest: 21 June, 2018

Some stuff I am reading today morning:

Bank of Maharashtra CMD is arrested (MC)

Interview with Sunil Singhania (ET)

Interview with Rajeev Thakkar (Morningstar)

Company Profile: Kaveri Seeds (Forbes)

Indian Stock Market Myths (Stallion Asset)

Is Value Investing dead? (Sebastian Mallet)

Diversification and FOMO (Pension Partners)

Theranos Lessons (Morgan Housel)

Investing will be the most popular language (Howard Lindzon)

Howard Mark’s latest memo (OakTree Capital)