Categories
Links

Linkfest:05 July, 2018

Some stuff I am reading today morning:

Govt needs to sell stake of over 25,000 Cr by Aug 21 (Rediff)

In defense of Naren (Subramoney)

Why SEBI’s advice to ICICI Pru MF is troubling (Mobis)

Shriram Transport Finance tanks (BS)

Company Profile: Avendus Capital (Forbes)

What to do if you are holding Bitcoins in India (BQ)

Computation of tax on F&O trading (One Mint)

Your focus should be on risk, not reward (Fortune Financial)

Boring is good (Mullooly)

How markets work (Peter Lazaroff)

Categories
Observations

Kwality Ltd: Intense Anti-Climax

Source: Exchange Filings of Kwality Ltd

Somehow am reminded of this Shakespeare quote:

It’s a tale
Told by an idiot, full of sound and fury,
Signifying nothing.

Categories
CoatTailing

Portfolio of India Whizdom Fund

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

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India Whizdom Fund is run by Kotak Private Equity to invest in publicly listed companies.

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

Company Name NSE Symbol Entity Value (In Crores)
Orient Paper & Industries Ltd ORIENTPPR INDIA WHIZDOM FUND 6.77
Surya Roshni Ltd SURYAROSNI INDIA WHIZDOM FUND 35.25
V.S.T Tillers Tractors Ltd VSTTILLERS INDIA WHIZDOM FUND 46.84
CCL Products (India) Ltd CCL INDIA WHIZDOM FUND 51.78
Categories
Chart

India’s Top Wealth Firms

Source: Asia Private Banker

Categories
Links

Linkfest: 04 July,2018

Some stuff I am reading today morning:

BSE to delist 222 firms today (BS)

Are IPOs really creating wealth? (ET)

Only 2 suitors remain for Fortis (Mint)

Multi-baggers are as fickle as the markets (Shyam Sekhar)

How Dabur scripted a smart turnaround (Rediff)

ICICI Bank’s accidental heir (Forbes)

Commissions paid to MF distributors jumps 70% (BL)

What have you done for me lately? (Irrelevant Investor)

US stocks headed for a waterfall (Bill Bonner)

Interview with George Soros (AM)