Categories
CoatTailing

Portfolio of Shyam Sekhar

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Shyam Sekhar is a well known investor who invests in small caps and turn around situations

His significant portfolio holdings as on 30 June,2018 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
Acrysil Ltd 524091 S.SHYAM 4.95
Ador Fontech Ltd 530431 S.SHYAM 3.8
Aries Agro Ltd ARIES S. SHYAM 3.91
Electrosteel Castings Ltd ELECTCAST S. SHYAM 9.3
Emmbi Industries Ltd EMMBI S. SHYAM 2.97
IVP Ltd IVP S.SHYAM 1.61
Jayant Agro Organics Ltd JAYAGROGN S.SHYAM 8.69
Linc Pen & Plastics Ltd LINCPEN S. SHYAM 8.21
Sarla Performance Fibers Ltd SARLAPOLY S.SHYAM 6.4
Singer India Ltd 505729 S.SHYAM 11.63
Categories
MegaTrends

Mega Trend: India’s Helmet Industry

Source: DRHP Filings of Studds Accessories Ltd

Categories
Links

Linkfest: 06 September, 2018

Some stuff I am reading today morning:

SEBI’s preposterous fight with FPIs (Mobis)

L&T Finance under scanner for use of IPO funds (MC)

Teen Patti is driving India’s mobile gaming industry (BQ)

Winning by changing the rules of business (Barry)

The disproportional power of anecdotes (Farnam Street)

A glimpse into the dark underbelly of Crypto Markets (Medium)

Value Investing in Bull Markets (Seth Klarman)

Concealed Emotions (Morgan Housel)

History of private mutual funds in India (Mint)

Private Equity Industry is based on fake news (Preston McSwain)

 

Categories
Plug

SME Stars Meet

We are thinking of hosting a SME Stars Meet in Mumbai tentatively on the second or fourth Saturday in Oct 2018.

The Meet will have around 7-10 Companies listed on the SME Exchanges making presentations.I do hope to line up some great companies to present at the event.

The Meet will be a half day event in the morning.The costs will be around 500 Rs.

Will go ahead only if we get a decent response.

For those interested,please email me at Alpha Ideas

Categories
MegaTrends

Mega Trend: India’s Public Cloud Services

Source: Annual Report 2017-18 of E2E Networks