Source: DRHP Filings of Vera Synthetics
Source: DRHP Filings of Vera Synthetics
Categories
Linkfest: 28 March, 2018
Some stuff I am reading today morning:
‘FANG’ stocks tank (CNBC)
Income Tax Dept freezes bank accounts of Cognizant (ET)
Bumper listing by Bandhan Bank (Mint)
Manipal, Fortis to merge hospital business (BS)
Lone dissenter sounds warning on India Banks (Andy Mukherjee)
How long can a good fund under perform its benchmark? (Morningstar)
Buying panics are rare (Irrelevant Investor)
Things that fund managers don’t say (Behavioural Investment)
Uncertainty and Risk (A VC)
Don’t follow your passion, follow your success (RetireBy40)
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Top 5 Holdings of Amansa
This post is in continuation of my coat tailing series (see here)
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Akash Prakash of Amansa Capital is a well known investor in the Indian Markets.
Amansa’s top 5 Holdings as on 31 Dec,2017 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity | Value (In Crores) |
| Cyient Limited | CYIENT | AMANSA HOLDINGS PRIVATE LIMITED | 479.92 |
| Bharat Financial Inclusion Limited | BHARATFIN | AMANSA HOLDINGS PRIVATE LIMITED | 481.74 |
| MindTree Limited | MINDTREE | Amansa Holdings Private Limited | 573.39 |
| The Federal Bank Limited | FEDERALBNK | AMANSA HOLDINGS PRIVATE LIMITED | 585.92 |
| SRF Limited | SRF | AMANSA HOLDINGS PRIVATE LIMITED | 855.44 |
Source: DRHP Filings of Penta Gold Ltd
Categories
Linkfest: 27 March, 2018
Some stuff I am reading today morning:
Flop show of ICICI Securities IPO (BS)
Most Equity Funds fail to beat benchmarks (BL)
TPG Group nears deal for Fortis (Quint)
India bonds lose their charm for foreign investors (Reuters)
Why getting the ‘right price’ for Air India will be tough (Rediff)
Is money really an incentive? (Subramoney)
CEO Pay: Unlinked to performance (IIAS Advisory)
There is no next Warren Buffett (TRB)
On the one hand (Common Sense)
Buffett & Munger on investing in spinoffs (Value Walk)