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The Boom and Bust theory of Soros
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Portfolio of Sunidhi Capital
This post is in continuation of my coat tailing series (see here)
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Sunidhi Capital is a well known entity in the Indian Equity Markets.Its promoters run two other firms Pivotal Securities Pvt Ltd and Pivotal Business Managers LLP
Its significant holdings in India as on 30 Sept,2014 as per Stock Exchanges is given below:
| Symbol | Entity | # of Shares | % | Date End |
| AKSHOPTFBR | Sunidhi Capital Pvt. Ltd. | 9005250 | 5.94 | 201409 |
| DHANBANK | PIVOTAL BUSINESS MANAGERS LLP | 2425462 | 1.37 | 201409 |
| FLEXITUFF | Sunidhi Capital Pvt. Ltd. | 266000 | 1.07 | 201409 |
| JBFIND | Sunidhi Capital Pvt Ltd | 1718704 | 2.62 | 201409 |
| JINDCOT | Sunidhi Capital Private Limited | 1369644 | 3.04 | 201409 |
| PRAKASH | SUNIDHI CAPITAL PVT LTD. | 2500000 | 1.86 | 201409 |
| PRAKASHSTL | Sunidhi Capital Private Limited | 334259 | 1.91 | 201409 |
| REPRO | Pivotal Business Managers LLP | 293000 | 2.69 | 201409 |
| SHILPAMED | PIVOTAL SECURITIES PRIVATE LIMITED | 1612500 | 4.18 | 201409 |
| TECHNOFAB | SUNIDHI CAPITAL PVT LTD | 295000 | 2.81 | 201409 |
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Wall Street is Back
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Linkfest:November 25,2014
Some stuff I am reading today morning:
Every second stock has doubled in last 15 months (BS)
Inside Flipkart’s complex structure (Mint)
Demand for houses near historic low (FE)
Winter session a washout for reforms? (Firstpost)
What to make of Uber and Ola (CapitalMind)
The smart way to think of wild markets (Fool)
Louis CK on Risk Management (CommonSense)
When buy and hold works and when it doesn’t (FatPitch)
Why alpha is getting more elusive (Swedroe)
Why we educate our clients (TRB)
I am inspired by the Prime Minister because for the first time in about 67 years this country has a prime minister who is pro-business, a prime minister with a track record of achievement in Gujarat, a prime minister who is not corruptible, a prime minister who is focused on what is good for the country and has huge ambition for India. I think of Lee Kwuan Yew in Singapore, I have said publicly in Canada, Mr Modi is the Lee Kwuan Yew of India. For a person who has done it in Gujarat, the opportunity will be unlimited in India and India is blessed to have a leader of Prime Minister Modi’s qualities and talents. Once in a while a country gets lucky to have a leader like Narendra Modi. India is going to be a land of opportunity again. It is going to be great for everybody. There are very few countries in the world today that are as exciting as India.
–said Prem Watsa, known as the Warren Buffett of Canada