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Linkfest: May 04,2016
Some stuff I am reading today morning:
How Subramaniam Swamy changed the game in Rajya Sabha (Jaggi)
What I took away from Buffett’s shareholder meet (Raamdeo Agarwal)
IPO Review: Parag Milk Foods (BS)
India is suffering its worst drought in decades (Bloomberg)
Rural distress dries up FMCG volumes (BL)
Federal Bank draws big investors (ET)
SEBI’s new rule on settlements to help Reliance (Mint)
Is “Margin of Safety” an excuse for doing nothing? (Aswath Damodaran)
Ranking 30 sectors by equity performance 1933-2015 (PE)
Steve Cohen:Talent is thin (Bloomberg)
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Portfolio of Vallabh Bhanshali
This post is in continuation of my coat tailing series (see here)
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Vallabh Bhanshali of ENAM is a well known investor in the Indian stock markets.
His investments in India as on 31 March,2016 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity Name | Date End | # of Shares | % | Value (In Crores) |
| Future Retail Limited | FRLDVR | Vallabh Roopchand Bhanshali | 201603 | 681907 | 1.73 | 8.81 |
| Genus Power Infrastructures Limited | GENUSPOWER | VALLABH ROOPCHAND BHANSHALI | 201603 | 2985700 | 1.16 | 16.82 |
| Greenlam Industries Limited | GREENLAM | VALLABH ROOPCHAND BHANSHALI | 201603 | 319100 | 1.32 | 19.73 |
| JBF Industries Limited | JBFIND | Vallabh Roopchand Bhanshali | 201603 | 871400 | 1.06 | 19.45 |
| KHAITAN ELECTRICALS LTD. | KHAITANELE | VALLABH BHANSHALI | 201603 | 166600 | 1.45 | 0.62 |
| Ramky Infrastructure Limited | RAMKY | VALLABH BHANSHALI | 201603 | 609259 | 1.07 | 3.31 |
| Saregama India Limited | SAREGAMA | Vallabh Roopchand Bhansali | 201603 | 251000 | 1.44 | 7.87 |
| Simplex Projects Limited | SIMPLEX | Vallabh Roopchand Bhanshali | 201603 | 393300 | 3.12 | 1.16 |
| Usha Martin Limited | USHAMART | VALLABH ROOPCHAND BHANSHALI | 201603 | 3206400 | 1.1 | 4.67 |
| Vascon Engineers Limited | VASCONEQ | VALLABH ROOPCHAND BHANSHALI | 201603 | 1765000 | 1.09 | 5.04 |
| Zodiac Clothing Company Limited | ZODIACLOTH | VALLABH ROOPCHAND BHANSHALI | 201603 | 663300 | 3.4 | 14.6 |
Categories
Value Vs Growth
Source:Mint
Categories
Linkfest: May 03,2016
Some stuff I am reading today morning:
Interview with Rakesh Jhunjhunwala (MoneyControl)
Why Indian midcaps have lofty P/E multiples without lofty earnings growth (Nooresh)
Gold crosses $1300 (Bloomberg)
Know you mutual fund manager’s salaries (ET)
NALCO to buy back 25% stake (FE)
Jabong struggles (Mint)
How Ashton Kutcher turned $30 Million into $250 Million (Forbes)
Investor Cage Match:Gold Vs Equity (PP)
Warren Buffett’s epic rant against Wall Street (WSJ)
How to build a diversified Mutual Fund portfolio (FreeFinCal)