Source: Financialist
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Linkfest:February 11,2015
Some stuff I am reading today morning:
How companies are making profits from solar energy (ET)
Fraud at J&K Bank takes it down (Capital Mind)
Emkay: 11 Stock Picks to buy after Q3 FY2014-15 Results (RJ)
Thomas Cook is cooking up a magic potion (Big Investor)
An accidental currency war? (Mohamed El Erian)
How to choose mobile phone insurance and extended warranty (BasuNivesh)
5 Ways to Identify the direction of the price trend (Tradeciety)
Chart:Racing the Indian Elephant against the Chinese Dragon (Economist)
A new kind of investment outlook (RPSeaWright)
A Jan 19,2015 Article: Why BJP may want to lose Delhi (Gulf News)
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Portfolio of Prof. Mankekar
This post is in continuation of my coat tailing series (see here).
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Prof. Mankekar is a well known celebrity investor in the Indian Capital Markets.The investments of the Mankekar family are in the name of Prof Mankekar, his wife Laxmi and his son Kedar.
Their significant portfolio holdings as on 31 December,2014 as per stock exchanges is as given below:
| Company | Symbol | Entity | Date End | # of Shares | % | Value (In Crores) |
| Century Textiles & Industries Limited | CENTURYTEX | Shivanand Shankar Mankekar | 201412 | 2000000 | 2.15 | 112.95 |
| Cox & Kings Limited | COX&KINGS | SHIVANAND SHANKAR MANKEKAR | 201412 | 1996876 | 1.18 | 62.65 |
| Financial Technologies (India) Limited | FINANTECH | Laxmi Shivanad Mankekar | 201412 | 1350000 | 2.93 | 27.22 |
| Future Lifestyle Fashions Limited | FLFL | SHIVANAND SHANKAR MANKEKAR | 201412 | 1951468 | 1.05 | 15.61 |
| Future Retail Limited | FRL | Laxmi Shivanand Mankekar | 201412 | 5830821 | 2.44 | 65.98 |
| Future Retail Limited | FRL | Shivanand Shankar Mankekar | 201412 | 4100000 | 1.72 | 46.39 |
| Galaxy Entertainment Corporation | 506186 | Shivanand Shankar Mankekar | 201412 | 297302 | 1.9 | 1.21 |
| HCL Infosystems Limited | HCL-INSYS | Kedar Shivanand Mankekar | 201412 | 2230000 | 1 | 11.06 |
| HCL Infosystems Limited | HCL-INSYS | Laxmi Shivanand Mankekar | 201412 | 2230000 | 1 | 11.06 |
| Jain Irrigation Systems Limited | JISLJALEQS | Shivanand Shankar Mankekar | 201412 | 8260000 | 1.86 | 55.22 |
| Lakshmi Vilas Bank Limited | LAKSHVILAS | KEDAR SHIVANAND MANKEKAR | 201412 | 3780000 | 2.11 | 34.3 |
| Multi Commodity Exchange Limited | MCX | SHIVANAND Shankar MANKEKAR | 201412 | 650000 | 1.27 | 55.25 |
| Shasun Pharmaceuticals Limited | SHASUNPHAR | SHIVANAND SHANKAR MANKEKAR | 201412 | 2758538 | 4.59 | 80.3 |
| SKS Microfinance Limited | SKSMICRO | SHIVANAND SHANKAR MANKEKAR | 201412 | 1300000 | 1.03 | 57.49 |
| Strides Arcolab Limited | STAR | Kedar Shivanand Mankekar | 201412 | 745692 | 1.25 | 69.46 |
| Strides Arcolab Limited | STAR | Laxmi Shivanand Mankekar | 201412 | 1306678 | 2.19 | 121.72 |
| Strides Arcolab Limited | STAR | Shivanand Shankar Mankekar | 201412 | 885277 | 1.49 | 82.47 |
| Talwalkars Better Value Fitness Limited | TALWALKARS | Laxmi Shivanand Mankekar and Kedar Shivanand Mankekar | 201412 | 1573520 | 6.01 | 57.3 |
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Market Failure
"If you're so smart, why aren't you rich?"
"Market failure."
— Aaron Haspel (@ahaspel) February 9, 2015