Or how to sell when your own promoter is buying
Source: Investor Presentation of Century Textiles
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Linkfest: 07 June, 2018
Some stuff I am reading today morning:
Key takeaways from RBI’s rate hike (ET)
India as fastest growing economy for next 3 years (Mint)
How Natco defied the odds (MC)
Jyothy Labs: Bigger, Better, Brighter (OB)
Capitulation of the small cap investor (Shagun Jain)
Vedanta’s exit plan for Electrosteel shareholders (Yatin Mota)
How Milk Mantra became the taste of Odisha (Forbes)
All stock investors are speculators (Philip Carret)
User and Subscriber business (Aswath Damodaran)
Useful Hacks (Morgan Housel)
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Pre IPO : Mohan Meakin
Mohan Meakin is the manufacturer of the iconic rum brand Old Monk.
It’s last annual report can be obtained from here
A very limited quantity of its shares are on offer for sale.
For those interested,please email me at Alpha Ideas
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Portfolio of EW Clover Scheme
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
EW Clover Scheme is a Category III Alternative Investment Fund managed by Edelweiss.
It’s holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity | Value (In Crores) |
| Macpower CNC Machines Ltd | MACPOWER | EW Clover Scheme | 2.58 |
| Marvel Décor Ltd | MDL | EW CLOVER SCHEME | 1.81 |
| Mohini Health & Hygiene Ltd | MHHL | Ew Clover Scheme | 1.13 |
| South West Pinnacle Exploration Ltd | SOUTHWEST | EW CLOVER SCHEME | 1.07 |