Categories
Links

Weekend Mega Linkfest: September 02,2016

Some off beat reads for the weekend:

How to legally own another person (Nassim Taleb)

The Mysore Sandal Soap turns 100 (IndiaCF)

The good,bad and ugly of Reliance Jio (Wire)

The “sharing economy” is dead (Fast Company)

Will Amazon kill Fedex? (BusinessWeek)

Life Lessons from Infosys’s Kris Gopalakrishnan (FF)

Yuja Wang and the art of performance (New Yorker)

The paradox of Syria’s civil war (NYTimes)

Why Nehru refused a permanent seat at the UN (Wire)

Driven:Jaguar F-Pace (TeamBHP)

Trek to the Valley of Flowers (TeamBHP)

Gossip:400 Laborers impressed by PM (Gossip Guru)

A Pakistani looks back on her time in India (BI)

Corrupt Kejriwal (Media Crooks)

This Mangalore College has absurd new rules (BuzzFeed)

Categories
Plug

Pre IPO : ICICI Lombard

ICICI Lombard is India’s largest private player in the general insurance space (auto,health,travel etc)

The Annual Reports of the Company can be obtained from here and the latest disclosures from the company can be obtained from here.

Fairfax recently bought a stake in the Company valuing the Company at 17,225 Crores or around 390 Rs/share

A limited quantity of its shares are on offer for sale at a significant discount to this valuation.Kindly note that you need a NSDL demat account to avail this offer.

For those interested,please email me at Alpha Ideas.

Categories
CoatTailing

Portfolio of Saif Advisors in India

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

Saif Advisors is a well known Fund in the Private Equity space.

It’s significant holdings in India in the listed space as on 30 June,2016 as per Stock Exchanges is given below:

Company Symbol Entity Name Date End # of Shares % Value (In Crores)
Atul Limited ATUL Saif Advisors Mauritius Limited A/C Saif India Iv Fii Holdings Limited 201606 806493 2.72 175.72
Blue Star Limited BLUESTARCO Saif Advisors Mauritius Limited A/C Saif India Iv Fii Holdings Limited 201606 4731983 4.96 237.62
eClerx Services Limited ECLERX SAIF ADVISORS MAURITIUS LIMITED A/C SAIF INDIA IVFII HOLDINGS LIMITED 201606 588766 1.44 92.52
Edelweiss Financial Services Limited EDELWEISS Saif Advisors Mauritius Limited A/C Saif India IV FII Holdings Limited 201606 25633505 3.11 289.02
Fiem Industries Limited FIEMIND Saif India V FII Holdings Ltd. 201606 292617 2.45 29.88
IPCA Laboratories Limited IPCALAB Saif Advisors Mauritius Limited 201606 2010533 1.59 107.95
Just Dial Limited JUSTDIAL SAIF II MAURITIUS COMPANY LIMITED 201606 5967508 8.59 288.11
Karur Vysya Bank Limited KARURVYSYA SAIF ADVISORS MAURITIUS LIMITED A/C SAIF INDIA IV 201606 2850309 2.34 136.74
KDDL Limited KDDL SAIF INDIA FII HOLDINGS LTD 201606 1008400 10 22.07
Manpasand Beverages Limited MANPASAND SAIF PARTNERS INDIA IV LIMITED 201606 11186000 22.35 812.61
Pennar Industries Limited PENIND SAIF ADVISORY MAURITIUS LIMITED A/C SAIF INDIA IVFI HOLDING LIMITED 201606 12138080 10.09 52.5
Persistent Systems Limited PERSISTENT Saif Advisors Mauritius Limited A/C Saif India Iv Fii Holdings Limited 201606 4266296 5.33 266.75
Speciality Restaurants Limited SPECIALITY SAIF Advisors Mauritius Limited A/C SAIF India IV FII Holdings Limited 201606 3877964 8.26 34.63
Speciality Restaurants Limited SPECIALITY SAIF III Mauritius Company Limited 201606 4992140 10.63 44.58
Categories
Links

Linkfest: September 02, 2016

Some stuff I am reading today morning:

Mukesh Ambani ushers in Telecom Revolution (ET)

Why are Indian IT firms losing steam? (Mint)

Is the market over valued? (VRO)

Hinduja wants to buy Bank NPAs (Bloomberg)

Reflection on Indian Equity Markets (Amit)

Why luck plays a big role in making you rich (Bloomberg)

A Silicon Valley dream ends in fraud (NYTimes)

10 Things Investor can learn from the race track (Irrelevant Investor)

Investing Strategy: Way of the Alligator (Katusa)

History says crash can come in September (Daily Reckoning)

Categories
Cartoon

Cartoon: Stock Picking Software

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