Categories
CoatTailing

Portfolio of Rekha Nemish Shah

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

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Rekha Nemish Shah is the better half of well known investor Nemish Shah of Enam.

Her significant holdings as on 30 June,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
INVESTMENT & PRECISION CASTINGS LTD 504786 Rekha N Shah 15.2
Lakshmi Machine Works Limited LAXMIMACH Rekha N Shah 94.68
Mindtree Ltd MINDTREE Rekha N Shah 162.42

 

Categories
IPO

IPOs can also make you money

Hat tip: Beerbal

 

Categories
Excerpts

Cochin Shipyard IPO: Tu Maane,Ya Na Maane

Amusing Excerpt from the 2016 Annual Report of Cochin Shipyard Ltd.

Categories
Links

Linkfest: September 14,2017

Some stuff I am reading today morning:

SBI Life: India’s first Billion $ IPO in 7 years (ET)

Indian Economy: That 2002 Feeling (Mint)

Stock Talk: Ganesh Benzo (Varadha)

My investment rules (Subramoney)

Discounting Hope (Rohit Chauhan)

Jamie Dimon: Bitcoin is a fraud (CNBC)

Jagdeep Bacher: The man in charge of UCal’s $110 Billion Fund (BB)

The existential Value Investor (Market Fox)

In private equity, illiquidity is a feature, not a bug (AR)

Julian Robertson: There’s a bubble (Zero Hedge)

Categories
AGM

Sign at Venky’s AGM

Hat Tip: Jiten Parmar

Sign at Venky’s AGM held on 11 September, 2017