Q Why do you visit Berkshire Hathaway AGM and quote Buffett all the time?
A: That’s our marketing strategy
Q What is your investment strategy?
A: Growth at any price— Contrarian EPS (@contrarianEPS) June 22, 2018
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Motilal Oswal Employees don’t seem to want their own company’s shares
Source: Exchange Filings of Motilal Oswal
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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)
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 |
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Bright Solar: Dark Past
Source: DRHP Filings of Bright Solar Ltd
