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Presentation Video

Everything you wanted to know about finance and investing

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CoatTailing

Portfolio of Treeline Asia Master Fund in India

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

TreelineĀ  is a well known hedge fund based out of Singapore and Hong Kong.

The portfolio of their Tree Line Asia Master Fund (Singapore) Pte Ltd. in India as on Sept 2012 as per stock exchange websites is given below:

Company Name No of Shares PERCENTAGE
Balrampur Chini Mill 5900000 2.41
Arshiya Internatl. 3176000 5.4
Sunteck Realty 700000 1.11
SKS Microfinance 1427076 1.32
SKS Microfinance 1492924 1.38
Hathway Cable & Data 1470000 1.03
United Breweries 2890000 1.09
Claris Lifesciences 1000000 1.57

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TEDTalks

A father-daughter bond, one photo at a time

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Links

Weekend Mega Linkfest:Jan 12, 2013

Some interesting off beat reads for the weekend:

The harassed husbands of India (Open)

Do arranged marriages foster a tradition of rape? (Newslaundry)

Buying a home abroad (ForbesIndia)

Is salt good for your health? (Moneylife)

Inside Hong Kong’s Chungking mansions (Caravan)

A maid’s execution (NewYorker)

Mayhem in the tea garden (Tehelka)

The man who speared JP Morgan’s whale (BusinessWeek)

The little known legend of Jesus in Japan (Smithsonian)

Jihad comes to Kenya (ForeignAffairs)

How much can you tell about people from their handwriting? (Slate)

The Poppy Palaces of Afghanistan (VanityFair)

How more money makes people act less humane (NYMag)

One dad’s ill fated battle against the princesses (Atlantic)

Dubai as the new Mecca (GQ)

Spoof: Dr Manmohan Singh gives career advice (UnrealTimes)

Safe Driving on India’s highways (TeamBHP)

The Pope’s dangerous sex appeal (ProjectSyndicate)

Movie Review:Rajdhani Express (VigilIdiot)

Travelogue:Puri, Lord Jagannath’s land (Ghumakkar)

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Obituary

RIP Amitabh Parekh

Amitabh Parekh of Parekh Aluminex is no more.

Amitabh was a dynamic visionary who started from scratch and took his company to 1370 Crores in revenues (FY2012)

I was one of the investors fortunate to be part of his entrepreneurial journey and was amply rewarded (like countless others) by fantastic returns from Paral.

The most saddening aspect of his demise was that he died very young.He was born on 8 March 1973 and so he died before he turned 40.

Rest in peace, Amitabh Parekh.