Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

Shout Out: Ravi Dharamshi on Small Finance Banks (AI)

How much did Flipkart investors make? (AI)

Bonanza for Equity Investors ahead (Kenneth Andrade)

N Chandra has a money making idea for you (AI)

Fundamental Analysis Tools for investors in India (Calm Investor)

Banks & their NPAs (AI)

When you call your own CEO a criminal (AI)

Notes from 2018 Berkshire Hathaway Annual Meet (Adam Blum)

What I learnt from Kotak Select Plus (MFCritic)

Smallcaps can be brutal (Nooresh)

Categories
Links

Weekend Mega Linkfest: 11 May,2018

Some off beat reads for the weekend:

How to make a fortune in the art market (SCMP)

The battle between Israel and Iran (Atlantic)

The price of getting inside Trump’s head (New Yorker)

Prison riot in Indonesia (ATimes)

A rebuttal to Dr. Manmohan Singh (Swarajya)

Fear and loathing in Aligarh (Open)

Violent Fridays (Media Crooks)

How Sudha Murthy travels (Nat Geo)

Manto- The chronicler of suffering (Dawn)

Why I pray despite being an atheist (Damian D’Souza)

Mathrubootham in Singapore (J Mathrubootham)

Bespoke shoes by Yohei Fukuda (Mint)

Do Bollywood stars pay for their wedding wear? (FS)

The best Netflix original movies (NYMag)

In Photos: The Bike Share oversupply in China (Atlantic)

Categories
Chart

Evolution of Gaming in India

Source: DRHP filings of Nazara Technologies

Categories
Links

Linkfest: 11 May, 2018

Some stuff I am reading today morning:

Fortis Board selects Hero-Dabur (ET)

The coming battle royal in e-Commerce (Haresh Chawla)

Oil at 100$ ? (Mint)

Bad loans at 6 private banks cross 1L Crores (Quint)

OTT disruption in the Indian media sector (2Point2Capital)

Why India is a prime destination for PE investors (Rediff)

What I learnt form Kotak Select Focus (MF Critic)

How Pony Ma became the richest man in China (CNBC)

Putting a value on a story (Seth Godin)

Just stick to your strategy (Tom Tunguz)

Categories
CoatTailing

Portfolio of India Acorn Fund

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

India Acorn Fund is a well known FPI in the Indian Equity Markets

It’s investments as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
Camlin Fine Sciences Ltd CAMLINFINE India Acorn Fund Ltd. 14.44
Intellect Design Arena Ltd INTELLECT INDIA ACORN FUND LTD 44.91
Lumax Auto Technologies Ltd LUMAXTECH INDIA ACORN FUND LTD 17.30
Parag Milk Foods Ltd PARAGMILK INDIA ACORN FUND LTD 26.26