Categories
CoatTailing

Top 5 Holdings of Ashish Dhawan

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

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Ashish Dhawan is a well known investor, entrepreneur and philanthropist…probably best known for his earlier role as Sr.Managing Director at ChrysCapital.

His top 5 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)
IDFC Limited IDFC Ashish Dhawan 225.33
Greenlam Industries Limited GREENLAM ASHISH DHAWAN 151.29
Dish TV India Limited DISHTV Ashish Dhawan 133.39
V-Mart Retail Limited VMART ASHISH DHAWAN 132.22
JB Chemicals & Pharmaceuticals Limited JBCHEPHARM ASHISH DHAWAN 86.74
Categories
Links

Linkfest: September 25, 2017

Some stuff I am reading today morning:

Superpower India to replace China as growth engine (Bloomberg)

Cochin Shipyard’s expansion plans (Quint)

Most PSU’s Offer for Sales have rewarded investors (BL)

Interview with Jamie Dimon (Latha Venkatesh)

How Jay Leno managed his personal money (CNBC)

America is going broke, and nobody cares (Bill Bonner)

1 Spouse,2 Cars,3 Houses,4 Jobs (Financial Samurai)

The easiest road to a $1 Million Nest Egg (RetireBy40)

Skills Vs Behavior (Collaborative Fund)

Diversification aka how to survive a cash (A VC)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

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

One Reason to be a Indian Hotels Shareholder (AI)

The Prashant Jain to watch out for (AI)

Dalal Street’s finest at HDFC Sec (AI)

BLS International: Taxation Red Flag? (AI)

Forget Buffett. Listen to Naik Instead (AI)

Zenotech Labs: Only the Doctor knows for sure (AI)

Investing as a full time career (ValuePickr)

The single biggest business opportunity (Anand Mahindra)

The fraud at Ricoh India (Quint)

What the valuations are telling you (AI)

Categories
Links

Weekend Mega Linkfest: 22 September, 2017

Some off beat reads for the weekend:

How Big Business got Brazil hooked onto junk food (NYTimes)

A 105 year old Japanese Doctor who studied longevity (Independent)

The Scotsman who knows India better than many of us (Rediff)

The College Try (California Sunday)

Escape from North Korea (SCMP)

Why nobody wants the Rohingya (Open)

The Left has turned on the Lady of Burma (Spectator)

The madness of Donald Trump (Matt Taibi)

The Professional fortunes of 2002 Godhra investigators (Caravan)

The ridiculous “Principles” of Ray Dalio (Charles)

History: How Sir M Visvesvaraya tamed Hyderabad’s floods (BI)

Travelogue: Bali (Team BHP)

Inside story of Cabinet reshuffle (Gossip Guru)

Food: Best dishes to try in Amritsar (Lonely Planet)

Toronto Diary (Outlook)

Categories
Links

Linkfest: September 22, 2017

Some stuff I am reading today morning:

Reliance Home Finance lists today (Quint)

The single biggest business opportunity (Anand Mahindra)

Tata Sons becomes a Pvt Company (Mint)

Bandhan Bank IPO to hit markets next fiscal (BL)

Bankruptcy Code being gamed (Debashis Basu)

Learning from Byjus (Forbes)

An Asian lesson for Sydney’s property bubble (Bloomberg)

Bet with Buffett, not against him (Barry)

The two sides of doing nothing (Forbes)

In search of competition (Seth Godin)