Source: DRHP filings of Nazara Technologies
Linkfest: 11 May, 2018
Some stuff I am reading today morning:
Fortis Board selects Hero-Dabur (ET)
The coming battle royal in e-Commerce (Haresh Chawla)
Oil at 100$ ? (Mint)
Bad loans at 6 private banks cross 1L Crores (Quint)
OTT disruption in the Indian media sector (2Point2Capital)
Why India is a prime destination for PE investors (Rediff)
What I learnt form Kotak Select Focus (MF Critic)
How Pony Ma became the richest man in China (CNBC)
Putting a value on a story (Seth Godin)
Just stick to your strategy (Tom Tunguz)
Portfolio of India Acorn Fund
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
India Acorn Fund is a well known FPI in the Indian Equity Markets
It’s investments as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| Camlin Fine Sciences Ltd | CAMLINFINE | India Acorn Fund Ltd. | 14.44 |
| Intellect Design Arena Ltd | INTELLECT | INDIA ACORN FUND LTD | 44.91 |
| Lumax Auto Technologies Ltd | LUMAXTECH | INDIA ACORN FUND LTD | 17.30 |
| Parag Milk Foods Ltd | PARAGMILK | INDIA ACORN FUND LTD | 26.26 |
Well known fund manager Ravi Dharamshi of ValueQuest Investment Advisors will be speaking on Small Finance Banks with focus on AU,Equitas and Ujjivan at the online investment conference Indian Investing Conclave this Sunday,May 20.
What is interesting is that Ravi had spoken on the same topic at the Asian Investing Summit which was a Members Only Event
Here the event is FREE and open to everyone which makes it a bargain deal to watch/listen to an experienced practitioner from the comfort of your home.
Click HERE to register


