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Links

Linkfest: July 05,2016

Some stuff I am reading today morning:

2 Triggers that will drive the market (Udayan)

200 stocks hit 52 week high (BL)

The Harshad Mehta case grinds on (ET)

L&T Infotech aims to double revenue in 4 years (Mint)

Rich landlords reap billions from tax loophole (Bloomberg)

Basant Maheshwari’s PMS off to a good start (RJ)

Prof Bakshi thinks markets are overvalued (RJ)

Things you can’t care about when managing OPM (CS)

Just ignore day-day stock market fluctuations (NYTimes)

Mission Driven Founders (A VC)

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Image

Rain Gods have answered India’s prayers

Source: Nilesh Shah

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Image

Desi Premium

Source:BL

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CoatTailing

Portfolio of Ramesh Damani

This post is in continuation of my coat tailing series (see here)

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Ramesh Damani is a well known investor in the Indian markets.

His significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
TV Today Network Ltd TVTODAY RAMESH DAMANI 201603 869686 1.46 25.83
Uniply Industries Ltd UNIPLY RAMESH DAMANI 201603 250000 1.25 3.75
Categories
Links

Linkfest: July 04,2016

Some stuff I am reading today morning:

How foreign stocks are cheaper than Indian peers (BL)

10% Edelweiss Housing Finance NCD (MyInvestmentIdeas)

A Whats App moment for Asia’s banks (Andy)

India needs water before it can become World’s Factory (Bloomberg)

Disappointing performance of Prof.Sanjay Bakshi (RJ)

Jim Simons-The mathematician who cracked Wall Street (Barry)

The Goldilocks strategy for prudent investors (NYTimes)

Spending on experiences over stuff is a tired idea (Slate)

Confessions of a recovering alpha junky (PragCap)

A statistical analysis of failures (Rohit Chauhan)