Categories
Video

Interview with Sumeet Nagar,Malabar Investments

Categories
Cartoon

Today equity investors be like…

‘Good day in the market?’
Categories
CoatTailing

Top 5 Holdings of Malabar India Fund

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

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 top 5 investments in India as on 31 Dec,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity % Value (In Crores)
Avanti Feeds Limited AVANTIFEED MALABAR INDIA FUND LIMITED 3.34 117.87
La Opala RG Limited LAOPALA MALABAR INDIA FUND LTD 2.35 70.34
Mayur Uniquoters Ltd MAYURUNIQ Malabar India Fund Limited 3.96 69.79
CCL Products (India) Limited CCL MALABAR INDIA FUND LIMITED 1.48 66.72
Cera Sanitaryware Limited CERA MALABAR INDIA FUND LIMITED 1.68 63.95
Categories
Links

Linkfest: 05 April, 2017

Some stuff I am reading today morning:

Yogi Adityanath gives up to 1 Lakh loan waiver to UP farmers (MC)

Govt softens blow of Capital Gains Tax (Quint)

Predatory pricing & the Telecom sector (Ajay Shah)

Burton Malkiel on Dart Throwing Monkeys (Podcast)

Sanjay Bakshi on Art of Value Investing (Podcast)

Coal is not coming back (Gadfly)

Simple Gujarati way to make money (ET)

Friends don’t let friends drink and trade (Climateer)

Who trades profusely? (Globe Finance Journal)

How attractive analysts make better stock calls (Nikkei)

Categories
Links

Linkfest: April 04,2017

Some stuff I am reading today morning:

Nifty at record closing high (BL)

Motilal Oswal Multibagger ideas (Money Control)

Govt plans new Equity Savings Schemes (Mint)

Next big macro idea-INDIA (Raoul Paul)

Infosys Vs Other tech stocks (India Equity)

Street cautious on liquor stocks (BS)

Trump cracks down on H1B visas (Quint)

Why I refused to pay service tax at a restaurant (Jago Investor)

When did Bombay overtake Calcutta as India’s financial centre? (Mostly Economics)

Don’t be an elitist investor (Tony Isola)