Author: Raoji

Categories
CoatTailing

Portfolio of Sequoia Capital in India

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

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Sequoia Capital is a legendary PE firm known for having backed Apple, Google etc

Its listed holdings in India as on 30 September,2017 as per stock exchanges is as given below:

Company Name Symbol Entity Value (In Crores)
Just Dial Ltd JUSTDIAL SEQUOIA CAPITAL INDIA GROWTH INVESTMENT HOLDINGS I 43.66
Quickheal Technologies Ltd QUICKHEAL Sequoia Capital India Investment Holdings III 70
Ujjivan Financial Services Ltd UJJIVAN SEQUOIA CAPITAL INDIA INVESTMENTS III 160.48
Categories
Links

Linkfest: Nov 8, 2017

Some stuff I am reading today morning:

Crash in pharma stocks triggers panic (BL)

SEBI mulls increasing minimum public shareholding (MC)

Why small businessmen are worried under GST (ET)

Lenders to RCom face uphill struggle (FE)

Nikkei at 25 year high (ZeroHedge)

Can bitcoin be tamed? (TRB)

How right decisions and compounding can lead to huge results (ODD)

Wilbur Ross is a fake billionaire (Forbes)

How Prince Alwaleed became a Billionaire (Morningstar)

Timing strategies based on relative strength (Asset Allocation)

Categories
Excerpts

Why Gujarat Borosil reminds me of Sholay

In the cult movie Sholay, one of the most memorable dialogues goes like this:

Gabbar Singh: Arre O Samba, Kitne Inaam rakhe hain Sarkar hum pe?

Samba: Poore Pachas Hazaar

Translated:

Gabbar Singh: Hey Samba, How much reward the Govt has kept on me?

Samba: Fully Fifty Thousand Rupees

Seems to have inspired Guj Borosil to dole out a  cash reward of “Poore Pachas Lakh” for a job well done.

From the 2016-17 AGM Notice of Gujarat Borosil:

Categories
Research

Market Capitalizations of Major Stock Exchanges

Source: Hyderabad Investors Club

Categories
Links

Linkfest: Nov 07, 2017

Some stuff I am reading today morning:

HDFC Standard Life IPO opens today  (MC)

IPO Analysis: HDFC Standard Life (SP Tulsian)

REC may drive Railway’s electrification project (ET)

SEBI, IT dept to probe people named in Paradise Papers (Mint)

Bitcoin’s bid for legitimacy (Quint)

Are you buying midcaps? (Bala)

A parable for the times (Barry)

Creating Oaktree Management & Culture (Howard Marks)

This bull market is not making investors happy (NYTimes)

What if you only bought at below average P/E ratios (Ben Carlson)