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Excerpts

Ratnakar Bank:David Vs The Goliaths

(Disclosure:I am market making in Ratnakar Bank)

[gview file=”https://alphaideas.in/wp-content/uploads/2014/01/SHININGTHROUGH.pdf”]

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Video

Inside HongKong’s rooftop slums

Categories
Links

Linkfest:Jan 07,2014

Some stuff I am reading today morning:

Elections:Buy or Sell (Bala)

Investor sentiment on bank stocks take a negative turn (BS)

10 best tax saving instruments (ET)

Why is Big Business scared of CAG? (Firstpost)

MMS:The man who forgot he was Prime Minister (NYTimes)

How to select mutual fund categories suitable for your financial goals (Freefincal)

Do you want to live to invest or invest to live? (RandomRoger)

Enhancing trading performance by keeping trading simple (SMBTraining)

Fewer cheap stocks.A warning sign? (WSJ)

Investors continue pulling cash from EM Funds (ETFTrends)

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Video

RBI says concerned about NPA in banking industry

Categories
CoatTailing

Portfolio of Narayan Murthy’s Catamaran Ventures

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

Narayan Murthy set up Catamaran Management Services Pvt Ltd, a venture capital fund.

Their first notable investment was in SKS Microfinance which they  have exited.

Their current significant holding as per stock exchange websites as on 30 Sept, 2013 is as follows:

Company Name Symbol Entity Name Date End # of Shares
Can Fin Homes Limited CANFINHOME Catamaran Management Services P.Ltd. 201309 371810
India Motor Parts and Accessories Limited IMPAL CATAMARAN MANAGEMENT SERVICES PRIVATE LIMITED 201309 84067
NRB Bearing Limited NRBBEARING CATAMARAN MANAGEMENT SERVICES PVT.LTD 201309 1350000
TD Power Systems Limited TDPOWERSYS CATAMARAN MANAGEMENT SERVICES PRIVATE LIMITED 201309 406916

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