Categories
CoatTailing

Portfolio of GKFF Ventures in India

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

GKFF Ventures is an investment subsidiary of the George Kaiser Family Foundation specializing in growth capital, middle market, early venture, mid venture, late venture, turnaround and buyout investments.

It’s significant holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
BSE Ltd BSE GKFF Ventures 106.26
City Union Bank Ltd CUB GKFF VENTURES 321.34
Categories
Links

Linkfest: 12 July, 2018

Some stuff I am reading today morning:

Oil Prices crash (Oil Price)

India is now world’s 6th biggest economy (BS)

India warns OPEC (ET)

India’s Warehouse boom (BT)

Promoters are lining up to pay their dues (Rediff)

How Singh brothers squandered a business empire (Mint)

Secret Diary of Pramod Bhasin (OB)

Interview with Sudip Bandopadhyay (Fortune)

Not the time to short (Macro Tourist)

Bill Austin-The runaway Billionaire (Forbes)

Categories
SME

Sirca Paints : A Lesson in Anchor Investing

Sirca Paints came out with an IPO issue in May 2018 on the SME segment of NSE.

They had roped in some marquee names as anchor investors @ 160 Rs/share.

So its a surprise to see one of the Anchor Investors exit within a month and half of listing

So is the lesson here “Fronti nulla fides” ?

Categories
Tweets

P C Jeweller has a Time Machine

Categories
CoatTailing

Portfolio of Suresh Kumar Agarwal

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

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