Some stuff I am reading today morning:
An Emerging Market Crisis? (Quint)
Truncated Fortis Board to consider all bids (ET)
More Questions for Kotak AMC (MF Critic)
Saregama Carvaan: Musical Time Machine (OB)
How TTK Prestige was saved from bankruptcy (ME)
3 Controversial investing strategies (Morningstar)
Edge+Discipline=Alpha (Mystic Wealth)
Goldman Sachs bet on volatility pays off (CNBC)
Fee Structure of Buffett’s first investment partnership in 1956 (ValueWalk)
Before & After (Seth Godin)
This post is in continuation of my coat tailing series (see here)
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Indian Capital Growth Fund is a well known investor in the Indian Equity Markets.
Its investment manager is Ocean Dial Asset Management Limited. Its subsidiary ICG Q Limited focuses its investment activities in listed securities in India.
It’stop 5 holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| Kitex Garments Ltd | Kitex | ICG Q LIMITED | 12.18 |
| PSP Projects Ltd | PSPPROJECT | ICG Q LIMITED | 19.66 |
| Skipper Ltd | SKIPPER | ICG Q LIMITED | 22.57 |
| Sagar Cements Ltd | SAGCEM | ICG Q LIMITED | 29.99 |
| Ramkrishna Forgings Ltd | RKFORGE | ICG Q LIMITED | 48.6 |
To my knowledge, it is the first time an IPO has hit the markets without complete knowledge of the Promoter Group !
Source: DRHP Filings of Shree Vasu Logistics Ltd
Some stuff I am reading today morning:
Tata Steel is at an exciting inflexion point (ET)
Brokers oppose trading hours extension (MC)
Gas Stocks: Fuel for the future (OB)
Are the good times over for balanced funds? (FE)
Exit at the top, Enter at the bottom strategy (80-20 Investor)
The great moat debate (Intrinsic Investing)
Borrow…if you dare (Of Dollars & Data)
The Silicon Valley tech bubble may burst (CNBC)
$100 Oil is one explosion away (DR)
Congress party is facing a financial crisis (Quint)