Throwing open a discussion thread to readers.
Tell which stock to buy now with a one liner description why
Throwing open a discussion thread to readers.
Tell which stock to buy now with a one liner description why
Some stuff I am reading today morning:
Everyone is a closet technician (TRB)
Commodity collapse has more to go (Bloomberg)
Parag Milk Foods gets ready for IPO (Moneycontrol)
Share pledges at 7 year high (BS)
Keeping up with the Joneses (Prashanth)
The financial story of Jay Jani (VRO)
Modi’s Startup Sops decoded (CapitalMind)
The great myths about investing (RPSeawright)
How to avoid the value trap (Institutional Investor)
The simple truth about China’s market (Bloomberg)
I’m lucky to have received many gifts of investment insight early in my career. Perhaps foremost among them is one I picked up in New York about 40 years ago, at a lunch meeting of what we called the Third Thursday Group. It concerned the three stages of a bull market:
Between the first stage and the last, nothing has to have changed in terms of fundamentals. The difference lies in the perspective investors are bringing to their decisions. But clearly, it’s great to be a buyer in the first stage and essential not to be in the last.
@porinju seriously??? I have all that 50% eroded from my portfolio managed by you in last 2 weeks. And you still boasting on 50%?
— John (@johnds0328) January 18, 2016
This post is in continuation of my coat tailing series (see here)
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Malabar India Fund is a well known FII investor in the Indian markets known for its picks in the mid-cap/small cap space
Its investments in India aggregating around Rupees 300 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:
Company Name | NSE Symbol/BSE Code | Entity | # of Shares | % | Date End | Value (In Crores) |
Ador Fontech Ltd | 530431 | MALABAR INDIA FUND LTD | 842999 | 4.82 | 201509 | 8.35 |
Adi Finechem Ltd | ADI | MALABAR INDIA FUND LTD | 538043 | 3.9 | 201509 | 12.81 |
Avanti Feeds Ltd | AVANTIFEED | MALABAR INDIA FUND LIMITED | 250348 | 2.76 | 201509 | 9.59 |
Cera Sanitaryware Ltd | CERA | MALABAR INDIA FUND LIMITED | 192401 | 1.48 | 201509 | 34.63 |
Gandhi Special Tubes Ltd | GANDHITUBE | MALABAR INDIA FUND LIMITED | 311280 | 2.12 | 201509 | 7.63 |
Indian Terrain Fashions Ltd | INDTERRAIN | MALABAR INDIA FUND LTD | 301855 | 4.2 | 201509 | 3.68 |
Kewal Kiran Clothing Ltd | KKCL | Malabar India Fund Limited | 193211 | 1.57 | 201509 | 39.99 |
La Opala RG Ltd | LAOPALA | Malabar India Fund Ltd. | 1223277 | 2.2 | 201509 | 67.65 |
Mayur Uniquoters Ltd | MAYURUNIQ | MALABAR INDIA FUND LTD | 1721863 | 3.72 | 201509 | 73.01 |
Orient Refractorties Ltd | ORIENTREF | Malabar India Fund Limited | 2136513 | 1.78 | 201509 | 16.88 |
Suprajit Engineering Ltd | SUPRAJIT | MALABAR INDIA FUND LIMITED | 1850817 | 1.54 | 201509 | 23.88 |
Vaibhav Global Ltd | VAIBHAVGBL | MALABAR INDIA FUND LIMITED | 473406 | 1.46 | 201509 | 20.83 |