Mudar Patherya runs the Communications firm Trisys which is well known for helping companies with the Annual Reports.
He also writes on the stock markets for Business Standard.
Today he wrote a piece on Rajratan Global Wires.
What was missing in the piece was an important disclosure… that Rajratan is a client for his company as can be seen from their latest annual report
This post is in continuation of my coat tailing series (see here)
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Schroders is a well known asset management firm which invests in the global 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) |
| Apollo Hosptials Enterprise Ltd | APOLLOHOSP | Schroder International Selection Fund Asian Opportunities | 259.6 |
| Gujarat Pipavav Port Ltd | GPPL | SCHRODER ASIAPACIFIC FUND PLC | 69.67 |
| Gujarat Pipavav Port Ltd | GPPL | SCHRODER ASIAN ALPHA PLUS FUND | 56.51 |
| Gateway Distriparks Ltd | GDL | Schroder International Selection Fund Asian Small | 22.63 |
| Mahanagar Gas Ltd | MGL | Schroder International Selection Fund Emerging Asia | 190.83 |
| Sobha Ltd | SOBHA | Schroder International Selection Fund Emerging Asia | 230.68 |
| The Phoenix Mills Ltd | PHOENIXLTD | Schroder International Selection Fund Emerging Asia | 130.41 |
Some stuff I am reading today morning:
Equity Fund inflows drop (Quint)
Why global investors are adopting a ‘wait n watch’ policy (FE)
What to expect in Q1 2018 results (Mint)
Samsung builds world’s biggest mobile factory in Noida (ET)
Conversion of unlisted shares into demat form (BL)
Why your family jeweller is losing out (Rediff)
SME Stock: OmFurn (Dhruva Pandey)
Stock Talk: Kitex Garments (RJ)
Tweet: Biyani made money for shareholders after all (The Unprofessor)
Cheap Shower Curtains (Seth Godin)
Here are the most clicked items on Alpha Ideas This Week:
HDFC AMC Employees hit the jackpot (AI)
Dilip Buildcon: The Shrem Redemption (AI)
How to screw shareholders-Bharti Edition (AI)
ICICI Securities IPO: A 240 Cr Scandal (ET)
India’s top wealth firms (AI)
2 Resons why I didn’t recommend KRBL (Equity Master)
Kwality Ltd: From Rs 160 to Rs 21 (Gaurav)
Kwality Ltd: Intense anti-climax (AI)
In defense of Naren (Subramoney)
My learnings from my investment journey (Rakesh Jhunjhunwala)
The Book ‘Richest Man in Babylon’ ,written by George S Clason, was first published around 90 years back in 1926.
The beginning of the Book goes like this:
“Money is the medium by which earthly success is measured.
Money makes possible the enjoyment of the best the earth affords.
Money is plentiful for those who understand the simple laws which govern its acquisition.
Money is governed today by the same laws which controlled it when prosperous men thronged the streets of Babylon six thousand years ago.”
Then the Book attempts to explains these laws in a story-like manner.
These “laws” per se are fairly basic: Earn more,spend less,save more (at least 10%), invest more, invest wisely etc
There is one chapter on the importance of working hard which I really liked.
One memorable line in the book is “I like to work and I like to do good work, for work is the best friend I’ve ever known.It has brought me all the good things I’ve had.”
Do Buy this Book only if interested in reading classics on Money.
