Categories
Links

Linkfest: 21 May,2018

Some stuff I am reading today morning:

Banks to get back over 1L Crores (ET)

Ultra Tech to acquire Century Textile’s cement business (Mint)

Is your airline pilot overworked, tired and bored? (Rediff)

India is world’s sixth wealthiest country (Quint)

Why investors get market size wrong (Forbes)

3 Uncelebrated Edges (TRB)

What exactly happened to David Einhorn? (Institutional Investor)

The finance to value framework (A VC)

9 Indian startups with promise (Forbes)

Satya Nadella rewrites Microsoft Code (Fast Company)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

NBFCs: Making out like bandits (AI)

Porinju’s Dear Investor letter (AI)

The biggest crisis no one is talking about (Kotaku)

Portfolio of Kenneth Andrade’s Vantage Fund (AI)

Portfolio of Gita Kirti Ambani (AI)

HDFC Bank’s Super Subsidiaries (AI)

Secret Diary of Ajay Piramal (OB)

Time to buy smallcaps? (Nooresh)

MF industry stares at worst ever churn (BS)

Nothing works all the time (AI)

Categories
Links

Weekend Mega Linkfest: 18 May, 2018

Some off beat reads for the weekend:

The biggest crisis no one is talking about (Kotaku)

The true story of Yanny and Laurel (Wired)

Can Angry Hanuman serve as a prophecy for 2019? (Rahul Pandita)

Bengal’s bloody Panchayat Polls (Jaideep Mazumdar)

The man who could shape Iraq’s future (Atlantic)

Blessing scams in Chinatown (SCMP)

The life of one of America’s bloodiest hitman (Buzzfeed)

Your new Pakistan (Dawn)

The ultimate sacrifice of Captain Mulla (BI)

How to eat candy like a Swede (New Yorker)

Has wine gone bad? (Guardian)

Scuba diving in Andaman & Nicobar (NatGeo)

Stop the Bhaiya-fication (Purba Ray)

The greatest mind in Madras (J Mathrubootham)

22 Gravity Defying Sculptures (Mind Circle)

Categories
Chart

Chart: Top 10 Companies in Video Games

Categories
CoatTailing

Portfolio of Hemendra Kothari

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Hemendra Kothari is the Chairperson of DSP Blackrock and is a much respected figure in the Indian Equity Markets.

His investments,in his personal capacity, as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
EIH Associated Hotels Ltd EIHAHOTELS HEMENDRA MATHRADAS KOTHARI 21.61
Merck Ltd MERCK HEMENDRA M KOTHARI 37.85
Sonata Software Ltd SONATSOFTW HEMENDRA M KOTHARI 372.03