Categories
CoatTailing

Portfolio of Japan Vyas

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

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Japan Vyas is the Founder & Managing Director of Sixth Sense Ventures

His investments in his personal capacity as on 31 March,2017 as per Stock Exchanges is given below:

Company Name NSE Code/BSE Symbol Entity Name % Value (In Crores)
Sunil Healthcare Ltd 537253 Japan Mahesh Vyas 1.02 0.99
Triveni Glass Ltd 502281 Japan Vyas 1.06 0.47
Categories
Chart

Chart: Residential Rental Yields in Indian Cities

Source: Ajay Shah

Categories
Links

Linkfest: May 08, 2017

Some stuff I am reading today morning:

Hudco IPO opens today (Mint)

What Macron’s win in France means for India (Quint)

Cognizant layoffs worry employees (ET)

Baahubali franchise set to collect 2,000 Crores (BS)

RBI’s war on NPAs gets a boost (Bloomberg)

Small & Midcap funds get swamped with cash (BL)

Hidden facts about bond fund performance (MF Critic)

How to read quarterly results (Investing Journal)

Story Telling Animals (Pension Partners)

Being a landlord tests my faith in humanity (FS)

Categories
Plug

Sohn Conference is Baaaack !

A big shout out to the Sohn India Conference !

They are back again on June 5th at Grand Hyatt, Mumbai with an exciting array of confirmed speakers which include Rakesh Jhunjhunwala, Raamdeo Agrawal, Sunil Singhania, Kenneth Andrade, Akash Prakash, Rukhshad Shroff etc

The format of the conference is to have around 10 speakers who speak on their favorite investment idea for 15 minutes each. No Q&A.

All proceeds of the event will go to charity- to the Tata Memorial Cancer Research Hospital’s pediatric wing .

The Notes from last year’s Conference can be seen here.

Last time, many people could not attend as the registrations closed quite fast.

So book your registration now when seats are still available.

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

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

What I learnt from Raamdeo Agrawal (AI)

Portfolio of Kanchan Sunil Singhania (AI)

Shout Out: Indian Investing Conclave (AI)

A tale of two P/E ratios (AI)

Warren Buffett is underperforming for last 10 years (Raamdeo Agrawal)

Two sectors that will make money (Motilal Oswal)

Dinner & Just Dessers (AI)

Why are so many houses vacant? (Ajay Shah)

Model Portfolio of 10 stocks using CANSLIM formula (RJ)

Indian Steel: Industry Analysis (AI)