Source: Aswath Damodaran
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“Mismatch Test” your portfolio
Source: Aswath Damodaran
This post is in continuation of my coat tailing series (see here)
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Oppenheimer is a well known FII which invests in the Indian Equity Markets
It’s top 5 significant holdings in India as on 31 Dec,2016 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity Name | % | Value (In Crores) |
| Housing Development Finance Corporation Limited | HDFC | OPPENHEIMER DEVELOPING MARKETS FUND | 4.36 | 9499.87 |
| Infosys Limited | INFY | OPPENHEIMER DEVELOPING MARKETS FUND | 2.13 | 4966.35 |
| Zee Entertainment Enterprises Limited | ZEEL | Oppenheimer Developing Markets Fund | 6.97 | 3446.55 |
| Hero MotoCorp Limited | HEROMOTOCO | OPPENHEIMER INTERNATIONAL GROWTH FUND | 3.49 | 2307.36 |
| Kotak Mahindra Bank Limited | KOTAKBANK | OPPENHEIMER DEVELPOING MARKETS FUND | 1.39 | 2121.06 |
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Linkfest: March 14,2017
Some stuff I am reading today morning:
Effect of BJP’s win on the markets (BL)
UTI AMC close to IPO (Mint)
Stay away from CL Educate IPO (MyInvestmentIdeas)
Lessons from Raymond Vs Bharat Patel fracas (MoneyLife)
How the Bangurs of Shree Cement salvaged a legacy (Forbes)
ShopClues’s Agarwal Vs Agarwal (ET)
Trump’s Trade Hammer (Bloomberg)
Markets defy Finance theory on Fed Hikes (Ben Carlson)
Why Good (Bad) Companies can be Bad (Good) investments (Aswath Damodaran)
Does past success change future returns? (Ivanhoff)
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Top Clicks on Alpha Ideas This Week
Here are the most clicked on items this week on Alpha Ideas :
The Bella Casa Song (AI)
Cartoon: Aditya Puri as a kid (AI)
Howard Marks meets the Indian consensus (AI)
Top 5 Holdings of Nalanda in India (AI)
Book Review: Bandhan, The Making of a Bank (AI)
The Vanishing Alpha of Large Cap Mutual Funds (AI)
How to be as rich as Rakesh Jhunjhunwala (Money Control)
Interview with Porinju Veliyath (Morningstar)
Chart: Nifty Inclusion is a Sell Signal (AI)
Equities Vs Others…not a slam dunk ! (AI)
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Weekend Mega Linkfest: March 10,2017
Some off beat reads for the long weekend:
Ambani has made the business world’s most aggressive bet (Economist)
The Amit Shah strategy in Uttar Pradesh (5Forty3)
Is it the end of the road for Maoists? (Rahul Pandita)
How long will the Trump Bull Market last (New Yorker)
Looking back on my journey from Bihar to US (Amitava Kumar)
Uber CEO Vs Uber Driver (Bloomberg)
The Dog Whistlers (Media Crooks)
Donald Trump’s worst deal (New Yorker)
The secret to material success (Forbes)
Seth Hukumchand’s 1919 Gold Daimler (TeamBHP)
Gossip: Shivpal Yadav’s tandav (Gossip Guru)
The changing Shillong (IQ)
Travelogue: Secrets of the North East (Nat Geo)
The 12 best chocolate shops in Paris (Lux Travel)
50 utterly unexpected facts about Japan (BrightSide)