Linkfest:November 05,2014
Some stuff I am reading today morning:
Valuation of Indian Equities have little grounding in facts (BeyondProxy)
Promoter stake is key to stocks strength (ET)
HSBC:Indians will have 1 Trillion $ in household savings in 5 years (FE)
Bharti Airtel’s foreign headaches (BS)
The duo who reshaped the idli (BL)
Husband,wife and the love for money (Mint)
If it were so easy, everyone would be doing it (BeyondProxy)
4 Basic truths to help you navigate the financial news (BillBonner)
How to get better service at restaurants (LifeHacker)
Keynes was right (Kletsky)
Portfolio of Mohnish Pabrai in India
This post is in continuation of my coat tailing series (see here)
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Mohnish Pabrai is a well known investor who invests using value investing principles.
His significant holdings in India as on 30 Sept,2014 as per Stock Exchanges is given below:
Entity | # of Shares | % | Symbol | Date End |
THE PABRAI INVESTMENT FUND IV LP | 7571950 | 1.56 | J&KBANK | 201409 |
PABRAI INVESTMENT FUND 3 LTD | 4860610 | 1 | J&KBANK | 201409 |
THE PABRAI INVESTMENT FUND II LP | 993558 | 1.85 | GICHSGFIN | 201409 |
THE PABRAI INVESTMENT FUND IV,LP | 27606634 | 2.05 | SOUTHBANK | 201409 |
PABRAI INVESTMENT FUND 3 LTD | 17193578 | 1.28 | SOUTHBANK | 201409 |
THE PABRAI INVESTMENT FUND II, LP | 15199788 | 1.13 | SOUTHBANK | 201409 |
Linkfest: November 04,2014
Some stuff I am reading today morning:
The white man’s burden of Indian equity markets (BS)
Aadhaar may be used to curb black money in real estate (Mint)
GTL default: Banks stare at fresh NPAs of Rs 6,000 Cr(BS)
There is more to investing than obtaining real returns (FreeFincal)
Arnab’s Political Cleavage (Mediacrooks)
Man Running World’s Biggest Wealth Fund Tackles China Riddle (Bloomberg)
Gold Bulls retreat (Bloomberg)
Best advice in business from CEOs: 40 execs’ secrets to success (Fortune)
Where the gold price will eventually hit bottom (DailyReckoning)
Are Hedge Fund Managers Talented, or Just Good at Fooling Investors? (Wharton)
Amazon’s Field of Dreams! (AswathDamodaran)
As a history buff,I found this cartoon hilarious