Source: Samir Arora
Source: Samir Arora
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Portfolio Check
Categories
Linkfest: November 04,2016
Some stuff I am reading today morning:
Whoa- Indian-Chinese armies standoff in Ladakh (TOI)
GST rate structure finalised (Mint)
Infy,Wipro,Sun Pharma hit 52 week lows (FE)
Italy referendum may spark market jitters (Money Control)
Trump has lit a fire under the Gold market (Bloomberg)
Interview with Bala (Bala)
Bharat Shah on his investment philosophy (Morningstar)
Why smart people make bad decisions (Morgan Housel)
A Case Study in Investing Objectivity (Barry)
Notes on the Warren Buffett Letters 1959-1984 (Medium)
Came across this strange anomaly in the shareholder filings of Talwalkars Better Value Fitness Ltd.
As per NSE filings,
On 30 Sept,2016-Laxmi Shivanand Mankekar owns 12,58,800 shares
On 30 June,2016-Laxmi Shivanand Mankekar & Kedar Mankekar jointly own 15,73,520 shares
So it appears that the Mankekar Family reduced its holdings
As per BSE filings,
On 30 Sept,2016-Laxmi Shivanand Mankekar & Kedar Mankekar jointly own 15,73,520 shares
On 30 June,2016-Laxmi Shivanand Mankekar & Kedar Mankekar jointly own 15,73,520 shares
So it appears that the Mankekar Family did not reduce its holdings
Never expected to find Schrodinger’s Cat in stodgy Stock Holding Filings !
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Portfolio of Kitara Capital
This post is in continuation of my coat tailing series (see here)
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Kitara is a well known Fund in the Indian Equity Markets.
Its significant holdings of more than 1% as on 30 September,2016 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity Name | Date End | # of Shares | % | Value (In Crores) |
| APL Apollo Tubes Limited | APLAPOLLO | KITARA PIIN 1001 | 201609 | 3000000 | 12.72 | 269.02 |
| Compuage Infocom Limited | COMPINFO | Kitara India Micro Cap Growth Fund | 201609 | 1100000 | 9.36 | 27.73 |
| Innoventive Industries Ltd | 533402 | KITARA PIIN 1101 | 201609 | 1875330 | 3.14 | 0.75 |
| KDDL Limited | KDDL | KITARA INDIA MICRO CAP GROWTH FUND | 201609 | 374680 | 3.72 | 9.16 |
| Mold-Tek Packaging Limited | MOLDTKPAC | KITARA INDIA MICRO CAP GROWTH FUND | 201609 | 900000 | 3.25 | 20.69 |
| Poddar Housing and Development Ltd | 523628 | Kitara India Micro Cap Growth Fund | 201609 | 84446 | 1.34 | 8.44 |
| Shemaroo Entertainment Limited | SHEMAROO | Kitara India Micro Cap Growth Fund | 201609 | 313384 | 1.15 | 10.53 |
| Supreme Infrastructure India Limited | SUPREMEINF | KITARA PIIN 1101 | 201609 | 1650000 | 6.42 | 14.42 |
| Vivimed Labs Limited | VIVIMEDLAB | KITARA PIIN 1102 | 201609 | 9150685 | 11.29 | 95.26 |