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Tweets

P C Jeweller has a Time Machine

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CoatTailing

Portfolio of Suresh Kumar Agarwal

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

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Suresh Kumar Agarwal is a well known investor in the Indian Equity markets.

His holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
APL Apollo Tubes Ltd APLAPOLLO SURESH KUMAR AGARWAL 66.24
GHCL Ltd GHCL Suresh Kumar Agarwal 56.83
Shemaroo Entertainment Ltd SHEMAROO Suresh Kumar Agarwal 16.77
Shaily Engineering Plastics Ltd 501423 Suresh Kumar Agarwal 49.08
Categories
Links

Linkfest: 11 July, 2018

Some stuff I am reading today morning:

US-China trade war intensifies (CNBC)

Bumper profits at TCS (BS)

Sivasankaran Vs Cyrus Mistry (BT)

Letter to Investors (Alpha Invesco)

How to disclose capital gains in your IT return (Mint)

Simple Momentum (Michael Batnick)

Spending Deferred (Humble Dollar)

Wealth is what you don’t see (Fervent Finance)

From Trade War to 3rd World War? (SCMP)

A 1991 Seth Klarman’s Interview (Barrons)

Categories
Excerpts

HDB Financial: The Challenger to Bajaj Finance

Hat Tip: Darshan Mehta

Source: CLSA Sales Note

Categories
SME

Our Mobile Phone is 14% of our Net Tangible Assets

Source: DRHP Filings of Add-Shop Promotions Ltd