Categories
The news is in the price
Categories
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 I, LLC 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.
Their significant holdings as on 31 March,2014 as per Stock Exchanges is given below:
| Symbol | Entity | No of Shares | % | Date End |
| SOUTHBANK | GKFF VENTURES | 56721921 | 4.22 | 201403 |
| CUB | GKFF VENTURES | 23473133 | 4.32 | 201403 |
| LAKSHVILAS | GKFF VENTURES | 1572122 | 1.61 | 201403 |
| EDELWEISS | GKFF VENTURES | 11636698 | 1.51 | 201403 |
| SHRIRAMEPC | GKFF VENTURES | 1123364 | 2.53 | 201403 |
Categories
Measuring The Moat
[gview file=”https://alphaideas.in/wp-content/uploads/2014/05/MeasuringTheMoat.pdf”]
Categories
Linkfest: 06 May,2014
Some stuff I am reading today morning:
The irresistible charms of Mangalore Chemicals (Mint)
Pvt banks see healthy low cost deposit growth (BS)
Modi has proved again he is the front runner (Firstpost)
Jeremy Grantham on Bubbles (MarketBeat)
How Russia conquered Eastern Ukraine without firing a shot (Vice)
The S&P 500 Sector Quilt (CommonSense)
Don’t envy the analysts at Goldman Sachs (Medium)
Nicolas Darvas on Stops (FinanceTrends)
Active Management Industry in bafflingly good health (FT)
How Russia Inc moves Billions of $ offshore (Bloomberg)
5 stocks that went up by 70% in April 2014 are given below:
| Symbol | Close on 31 March 2014 | Close on 30 April 2014 | Gain |
| FRLDVR | 35.25 | 59.65 | 69.22% |
| AHLUCONT | 40.5 | 71.75 | 77.16% |
| VIMTALABS | 55.75 | 102.7 | 84.22% |
| GOENKA | 2.25 | 4.25 | 88.89% |
| SIMPLEX | 15.35 | 32.5 | 111.73% |