Categories
Links

Linkfest: December 29,2017

Some stuff I am reading today morning:

Reliance Jio to buy RCom’s assets (Quint)

NITI Aayog’s plan to cut tax bill by $100 Billion (ET)

First cargo vessels on Brahmaputra to be flagged off today (Mint)

SEBI nod for universal exchanges (BS)

12 high conviction stocks for 2018 (Money Control)

The Amazon Machine (Ben Evans)

The digital advertising duopoly (A VC)

Are you day trading? (Seth Godin)

How to use the P/E ratio (Morningstar)

How to create next level wealth (Financial Samurai)

Categories
Chart

Chart: Sensex & Newsflow

Source: Morgan Stanley Research

Categories
Excerpts

Negative Working Capital Companies

Source: WhatsApp Forward

Categories
CoatTailing

Portfolio of Manoj Modi

This post is in continuation of my coat tailing series (see here)

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Manoj Modi is an well known entity in India Inc. He heads Reliance Retail and is a close confidant of Mukesh Ambani, India’s richest man.

His significant holdings  as on 30 September,2017 as per stock exchanges is as given below:

Company Name Symbol Entity Value (In Crores)
Balkrishna Industries Ltd BALKRISIND Manoj H Modi 878.38
Balkrishna Paper Mills Ltd BALKRISHNA Manoj Modi 3.79
Categories
Links

Linkfest: December 28, 2017

Some stuff I am reading today morning:

How ICICI Bank screwed its customers (Wire)

SEBI raps Axis Bank (MC)

‘Pay up or we go to NCLT’ (Mint)

2018 could be a wake up call for Indian investors (ET)

Interest rates on small savings schemes slashed (FE)

Govt plans to borrow extra 50,000 Cr in Jan-March (ET)

My learnings from 2017 (Amit Jeswani)

Using managed futures (Mark Zepczynski)

Crypto: The next tenure track (Hacker Noon)

3 Things that will never change in wealth management (TRB)