Jaroorat padne par gadhe ko bhi baap banaye, wo hota hai… The man.
Aur jo baap ko gadha banaye, wo …The complete man.😂😂— Vijay Kedia (@VijayKedia1) August 14, 2017
Top Buys & Sells by MFs in July 2017
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
Warburg Value Fund is a well known FPI Investor in the Indian equity markets.
It’s significant portfolio holdings as on 30 June,2017 as per stock exchanges is as given below:
| Company Name | NSE Symbol/BSE Code | Entity | % | Value (In Crores) |
| Essel Propack Ltd | ESSELPACK | WARBURG VALUE FUND | 1.1 | 42.52 |
| Kirloskar Brothers Ltd | KIRLOSBROS | Warburg Value Fund | 1.26 | 24.3 |
| Tamil Nadu Newsprint & Papers Ltd | TNPL | WARBURG VALUE FUND | 1.88 | 45.24 |
Linkfest: August 14, 2017
Some stuff I am reading today morning:
More ‘shell shocks’ are in store (ET)
Bajaj Finance’s $700M QIP (Mint)
Stocks too are known by the company they keep (BL)
Being a stock picker is just so hard (Barry)
Stock Talk: CSL Finance (RJ)
IPO Review: Apex Frozen Foods (My Investment Ideas)
Tesla shows how traditional business metrics are outdated (HBR)
US Trade War with China begins today (Zero Hedge)
Fire & Fury Time (DR)
How to get mentally prepared for a market decline (Humble $)
Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Portfolio of Ramesh Damani (AI)
Nandan Nilekani Presentation on Indian Banking (AI)
How D S Kulkarni cheated everyone (Vijay Kumbhar)
Notes from Edelweiss Investor Day (Amit Jeswani)
Infosys and NRN (AI)
The next bull market is in Lithium (Yahoo)
CAs share a DNA of trickery and perhaps fraud (Outlook)
Reliance- The Bull Market Leader? (AI)
A Father’s advice to his daughter (AI)
Chart: Sensex CAPE is still cheap (AI)
