Categories
Links

Linkfest:November 21,2014

Some stuff I am reading today morning:

Kotak to acquire ING Vysya Bank in all cash deal (Mint)

India Inc should get off Rajan’s back (FirstBiz)

Modi races for 1.2 Billion fingerprints (Bloomberg)

13 awesome ideas to make extra income other than your job (JagoInvestor)

Comparison of KVP,NSC,PPF and Bank FDs (BasuNivesh)

How to rebalance your portfolio (HumbleStudent)

Research:Earnings Seasonality and Stock Returns (Alpha Architect)

Not everyone sucks at investing (Philosophical Economics)

Gold:Its time to buy (Barrons)

Destroying the myth of the intermediate term investor (BCLund)

Categories
Chart

Valuing a company over its life cycle

Source:Damodaran
LifeCycleTransitions

Categories
Gold Image

The gold that was bought by Ladoos

Amusing picture doing the rounds on Whats App

This is the picture of Tirupati Ladoos Contractor’s daughter’s marriage

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Categories
Image

10 reasons why Jignesh Shah may get away

Source:Hysteria

Categories
CoatTailing

Portfolio of Mahendra Girdharilal

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

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Mahendra Girdharilal is a well known investor in the Indian Equity Markets.

His significant holdings in India as on 30 Sept,2014 as per Stock Exchanges is given below:

Symbol Entity # of Shares % Date End
BEARDSELL Mahendra Girdharilal 53021 1.13 201409
DALMIAREF Mahendra Girdharilal Wadhawani 181067 5.74 201409
LAKSHMIFIN Mahendra Girdharilal 81727 2.72 201409
ORISSAMINE MAHENDRA GIRDHARILAL 85625 1.43 201409
PAEL Mahendra Girdharilal 132613 1.39 201409
PERIATEA Mahendra Girdharilal 115473 3.73 201409
SICAGEN Mahendra Girdharilal 477447 1.21 201406
VIRAT INDUSTRIES Mahendra Girdharilal 118413 2.41 201409