Categories
Excerpts

Rakesh Jhunjhunwala :How to structure a Pre IPO Deal

Source: DRHP Filing of John Energy Ltd

Categories
Excerpts

Why you should not borrow money to own stocks

Source: Berkshire 2017 Letter to Shareholders

Categories
Links

Linkfest: 27 Feb, 2018

Some stuff I am reading today morning:

Gitanjali Group exposure leaves a 5,200 Cr hole in banks (MC)

ACC,Ambuja Cements merger put on hold (Mint)

Budget 2018 punishes the honest (Mohandas Pai)

Indian Jewellers under the scanner (Quint)

Make in India, Keep the Wealth in India (Bala)

Far Fetched Alpha Projections (MF Critic)

How to Build your Opportunity Fund (Retire By 40)

Seeing your ‘blind spots’ (Irrelevant Investor)

Financial shocks can be either endogenous or exogenous (Mr Zepczynski)

Get ready to ‘stomach complete losses’ in crypto currencies (CNBC)

Categories
Observations

NSE’s incompetence exposed

Categories
CoatTailing

Portfolio of India Nivesh

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

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India Nivesh is a well known broker and wealth manager.

It’s holdings as on 31 December,2017 as per stock exchanges is as given below:

Company Name Symbol Entity Name Value (In Crores)
Brooks Laboratories Ltd BROOKS Indianivesh Capitals Limited 2.24
Brooks Laboratories Ltd BROOKS Indianivesh Limited 1.53
Dwarikesh Sugar Industries Ltd DWARKESH INDIANIVESH CAPITALS LIMITED 23.45
GHCL Ltd GHCL Indianivesh Capitals Limited 29.97
GHCL Ltd GHCL Indianivesh Limited 69.36
Goldstone Infratech Ltd GOLDINFRA INDIANIVESH CAPITALS LTD 15.6
Lawreshwar Polymers Ltd 532829 INDIANIVESH CAPITALS LTD 2.12
Prakash Industries Ltd PRAKASH INDIANIVESH CAPITALS LTD 41.92
Radico Khaitan Ltd RADICO INDIANIVESH CAPITALS LIMITED 51.17
Triveni Engineering & Industries Ltd TRIVENI INDIANIVESH CAPITALS LIMITED 23.59