Today, I am responding to generic questions about treating a holding companies like a mutual fund scheme. The point here is, not to say, my approach is the only right way. Right or wrong depends upon the context. It depends upon your objective. So without much ado, here I go….
……holding company having ‘Strategic stake Vs Financial Stake’ and treating(valuing) each of them differently simply because strategic stake may never get sold/realized. Do you factor in this difference in to your fair value calculation ? If yes, how ? The how part of the question is because as per my knowledge there is no such breakup provided in the AR Continue reading rest of this article…
Tata Investment Corporation Limited (TATAINVEST) operates as an non-banking financial company. Its primary activity is to invest in long-term equity shares and other securities of companies in a range of industries. It is also engaged in management and distribution of mutual funds. 
Holding companies Can Be Good Long Term Investments
I try to keep things simple and focused. Style and panacea does not give you sustainable returns. Your sustainable returns comes from substance behind those stocks. All holding companies are not created equal, and hence all cannot be grouped together as good or bad. As an individual investor, you need to separate holding companies that have substance and fits your portfolio objectives. Continue reading rest of this article…