Categories
Links

Linkfest: 04 July,2018

Some stuff I am reading today morning:

BSE to delist 222 firms today (BS)

Are IPOs really creating wealth? (ET)

Only 2 suitors remain for Fortis (Mint)

Multi-baggers are as fickle as the markets (Shyam Sekhar)

How Dabur scripted a smart turnaround (Rediff)

ICICI Bank’s accidental heir (Forbes)

Commissions paid to MF distributors jumps 70% (BL)

What have you done for me lately? (Irrelevant Investor)

US stocks headed for a waterfall (Bill Bonner)

Interview with George Soros (AM)

Categories
Observations

HDFC AMC Employees hit the Jackpot

Source: DRHP Filings of HDFC AMC

Categories
Chart

Chart: Emerging Markets Valuations

Source: Jeroen Blokland

Categories
CoatTailing

Top 5 Holdings of Vanaja Sundar Iyer

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

Vanaja Sundar Iyer is the better half of well known investor Sundar Iyer

Her top 5 holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
Kaya Ltd KAYA Vanaja Sundar Iyer 14.24
Camlin Fine Sciences Ltd CAMLINFINE Vanaja Sundar Iyer 23.66
Federal-Mogul Goetze (India) Ltd FMGOETZE Vanaja Sundar Iyer 24.43
Lumax Industries Ltd LUMAXIND Vanaja Sundar Iyer 24.85
Jamna Auto Industries Ltd JAMNAAUTO Vanaja Sundar Iyer 85.68
Categories
Links

Linkfest: 03 July, 2018

Some stuff I am reading today morning:

ICICI Securities IPO : A 240 Cr Scandal (ET)

Fortis: Singh Vs Singh (Mint)

Vedanta to delist from LSE (BS)

HDFC AMC forced to scrap pre-IPO allotment (BQ)

Interview with Mittul Kalawadia (BL)

Keeping eyes open in the stock markets (Bala)

14 points to keep in mind while buying small cap stocks (Shagun Jain)

How I evaluate an investment (Brent Beshore)

Meandering thoughts on Manpasand Beverages (MFCritic)

Over 800 Crypto currencies are now dead (CNBC)