Categories
Links

Linkfest:December 13,2016

Some stuff I am reading today morning:

Selling property?Expect letter from I-T dept (BS)

Paper Boat sails ahead (Mint)

Modi tries to cushion the Indian Economy (Bloomberg)

The savagery of demonetisation in Rural Karnataka (Quint)

How 1973-74 changed how people view investment performance (CS)

Holding wealth,the Azim Premji way (Forbes)

Mindless eating and finance (CS)

Don’t forget your annual financial checkup (RetireBy40)

The unhealthy desire for prestige (Financial Samurai)

Elites devastate India (DR)

Categories
Chart

Chart: Top 10 Wealth Creators

Source: Motilal Oswal

top10

Categories
CoatTailing

Portfolio of Westbridge Capital

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

Westbridge Capital is a prominent PE firm which invests via its investment arm Jwalamukhi Investments.Their significant listed portfolio holdings as on 30 Sept,2016 as per stock exchanges is as given below:

Company Name NSE Symbol OR BSE CODE Entity Name Date End # of Shares % Value (Rs Crores)
AIA Engineering Limited AIAENG Jwalamukhi Investments Holdings 201609 1635000 1.73 211.37
CEAT Limited CEATLTD Jwalamukhi Investment Holding 201609 1820944 4.5 221.13
CEAT Limited CEATLTD Westbridge Crossover Fund, Lic 201609 1421375 3.51 172.6
Cera Sanitaryware Limited CERA JWALAMUKHI INVESTMENT HOLDINGS 201609 417465 3.21 108.29
DFM Foods Ltd 519588 WESTBRIDGE CROSSOVER FUND LLC 201609 1495251 14.95 328.95
DFM Foods Ltd 519588 HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201606 995166 9.95 218.93
Dr. Lal Path Labs Ltd. LALPATHLAB Westbridge Crossover Fund, Llc (Foreign Company) 201609 10641846 12.86 1253.66
Greenlam Industries Limited GREENLAM JWALAMUKHI INVESTMENT HOLDINGS 201609 1260287 5.22 90.99
Greenlam Industries Limited GREENLAM WESTBRIDGE CROSSOVER FUND, LLC 201609 1901342 7.88 137.28
Greenply Industries Limited GREENPLY JWALAMUKHI INVESTMENT HOLDINGS 201609 11884420 9.69 344.71
Greenply Industries Limited GREENPLY WESTBRIDGE CROSSOVER FUND, LLC 201609 3639875 2.97 105.57
Hatsun Agro Product Limited HATSUN Jwalamukhi Investment Holdings 201609 1856404 1.22 64.32
Kajaria Ceramics Limited KAJARIACER JWALAMUKHI INVESTMENT HOLDINGS 201609 4335405 5.46 269.12
Kajaria Ceramics Limited KAJARIACER WESTBRIDGE CROSSOVER FUND LLC 201609 5885420 7.41 365.34
La Opala RG Limited LAOPALA JWALAMUKHI INVESTMENT HOLDINGS 201609 1423417 2.56 79.43
La Opala RG Limited LAOPALA WESTBRIDGE CROSSOVER FUND LLC 201609 2512340 4.53 140.2
Mayur Uniquoters Ltd MAYURUNIQ Jwalamukhi Investment Holdings 201609 1805980 3.9 78.51
Mayur Uniquoters Ltd MAYURUNIQ Westbridge Crossover Fund, LLC 201609 2972000 6.42 129.21
Prestige Estates Projects Limited PRESTIGE Jwalamukhi Investment Holdings 201609 18089884 4.82 350.76
Relaxo Footwears Limited RELAXO JWALAMUKHI INVESTMENT HOLDINGS 201609 2418441 2.01 103.1
TVS Motor Company Limited TVSMOTOR JWALAMUKHI INVESTMENT HOLDINGS 201609 20725563 4.36 839.39
V-Mart Retail Limited VMART JWALAMUKHI INVESTMENT HOLDINGS 201609 1788102 9.9 92.72
Categories
Links

Linkfest:December 12,2016

Some stuff I am reading today morning:

GST’s 1st April rollout under a cloud (Mint)

Mixed outlook for Gold in 2017 (MorningStar)

Stocks to bet on for Digital India (BL)

Airtel Payments Bank headed south (Quint)

Top 15 Mutual Funds that gave highest returns in 2016 (MyInvestmentIdeas)

Becoming a Trader (Prashanth)

No,don’t buy those “best stocks to own in 2017” (Barry)

Why spend a fortune on a college education? (Financial Samurai)

Approaching Winter:The Super Cycle has turned (DR)

The dangers of being too early (A VC)

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

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

Wizard of Dalal Street: Taher Badshah (AI)

Wizard of Dalal Street: Amit Goela (AI)

The Future of Retail (AI)

The Curious Case of Manpasand Beverages (2Point2Capital)

Amma’s demise predicted? (AI)

2 Controversies that prompted Chitra Ramkrishna’s resignation (Quint)

Portfolio of Vijay Kedia (AI)

How Mr.Agrawal built his retirement corpus (VRO)

Chart:Who moves the Sensex?FII or DII (AI)

Listen Up,All Ye Multi-Bagger Seekers (AI)