Categories
Links

Linkfest:March 09,2015

Some stuff I am reading today morning:

NPS is now attractive (ET)

The rocky road ahead for capital starved PSU banks (Mint)

Adlabs Imagica IPO review (BS)

Ace Investor Gajendra Nagpal involved in 100 Crore scam (RJ)

PPF-The building block to happy retirement (Bala)

Nomura Research Report: Cairn (MyIris)

Samsung loses to Apple (Big Picture)

Lessons from Buffett’s Tesco mistake (ClearEyes)

Lord Rothschild:The geo-political situation is dangerous (Telegraph)

The East India Company:The original corporate raiders (Guardian)

Categories
Poems

Of Debts and Mothers

 The wiser man forgets what he forgives,
   Discarding debts as other children’s toys;
No man grows old while yet his mother lives:
   To mothers, even kings are silly boys.

–wrote Felix Denis

Categories
Video

Warren Buffett in 1962

Categories
Links

Weekend Mega Linkfest: March 05,2015

Some off beat reads for the long weekend:

Top 10 Bollywood Holi songs (IE)

The story behind the festival of Holi (Sanskriti)

Arun Jaitley: The renovator (Open)

Humans lose as robots take Tokyo Stock Exchange (Bloomberg)

What keeps adultery site Ashley Madison ticking (Forbes India)

Netanyahu is a hypocrite and a bully (Slate)

How Essar used journalists to plant favorable stories (Caravan)

R K Pachauri was always a pervert (Gossip Guru)

What happened at the AAP National Executive Meeting (Mayank Gandhi)

Nirbhaya Documentary:Follow the money (MoneyLife)

Auto Review: 2015 Volkswagen Jetta (TeamBHP)

Obituary: Goodbye Spock (Great Bong)

How to remove password from PDF files (Labnol)

Travelogue: Dhuandhar Fall at Jabalpur (Ghumakkar)

Dead bodies on Mount Everest (Altered Dimensions)

Categories
CoatTailing

Portfolio of Malabar India Fund

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

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Malabar India Fund is a well known fund investing in the small/midcap space in India.

Their significant holdings in India as on 31 Dec,2014 as per Stock Exchanges is given below:

Company Symbol Entity Name Date End # of Shares % Value (In Crores)
ADOR FONTECH LTD 530431 Malabar India Fund Limited 201412 420435 2.4 4.2
Gandhi Special Tubes Limited GANDHITUBE Malabar India Fund Limited 201412 311280 2.12 8.01
Kewal Kiran Clothing Limited KKCL Malabar India Fund Limited 201412 210887 1.71 39.33
La Opala RG Limited LAOPALA MALABAR INDIA FUND LTD 201412 1207030 2.17 46.07
Mayur Uniquoters Ltd MAYURUNIQ MALABAR INDIA FUND LIMITED 201412 935959 2.16 42.03
Orient Refractories Limited ORIENTREF Malabar India Fund Limited 201412 1967268 1.64 19.19
Suprajit Engineering Limited SUPRAJIT MALABAR INDIA FUND LTD 201412 1750817 1.46 23.38