I'm in therapy, which I've already overshared, and it's great. I recommend it highly. Today I want to share an insight that has helped me so much, and maybe it can help you too?

#Suven – Journey of my first 50 bagger…

I bought #Suven first in Apr 2013 around Rs 20…today after almost 7.5 years, its Rs 1000 (Suven pharma 920 adjusted for bonus + Suven Life 80)..CAGR of almost 68% for 7.5 years. I am fortunate to hold it throughout the journey and

1/n

add on multiple occasions on way up. Like to share my experience in this thread for everyone’s benefit..

First time I bought because I like the management focus on R&D. It had chosen the most difficult therapeutic area in pharma which is CNS and it was investing the cash

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flow it used to earn from CRAMS. It also used to write off all the R&D expenses in the P&L instead of capitalizing it in BS. That gave me lot of comfort about management quality.

I kept on adding as funds keep coming. I remember giving a public presentation on Suven in

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Mumbai at one analyst meet in Nov 2017 when it was trading at Rs 160. There was a huge call option embedded at that time in the form of SUVN-502. That would have been the blockbuster molecule if succeeded with market potential of $10 Bn plus..result was due in Dec 2019,

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I loaded around 250-300 knowing the value of CRAMS business itself is more than 300.

SUVN-502 failed in phase-II trials, stock was down 15% from 300 to 250 in a single day, I added heavily. it was largest allocation in my portfolio because I knew the value of CRAMS business

5/n

"The engineers on my team just want to code. They don't want to have anything to do with product. They just want specs. What do I do?"

1/n Are you asking them do to X *and* do their "day job" as defined by their managers (and frankly your roadmap) ?

If so, start there...

2/n Do they have a reason to believe that doing X will in any way improve the quality of the product and make their lives easier? Have they ever seen X "work" ?

Show don't tell.

3/n Is there average day/week a quagmire of unnecessary meetings, wading through tech debt, struggling to get *anything* to work ... and jumping through process hoops to prove their worth?

If so...no they will not have bandwidth.

4/n How do incentives work on the engineering team? Maybe they want to help, but their "grade" is determined by something altogether different.

"I'd love to, but I am on the hook to deliver [some project] this quarter to make a good impression..."

Talk to eng management.

5/n Have they had any time to practice?

Or did they get thrown into the deep end the first time they were given a shot ... expected to brainstorm on demand, be as vocal as practiced PdMs and designers, and "participate" !

Make it safe to practice. Reasonable expectations.

Ok. Here we are. Again. Doom@and gloom. Ya know.....POTUS never says anything without there being something coded within it. Including his short speech last night.

Anyone catch the color of the tie?
It was a baby blue tie with hints of pink. You know. Nursery colors

Because what was it all about? The CHILDREN.

So first off. When we look at numbers of missing children in the 90’s during the Clinton Child Catching and Cooking Machine and THEN compare that with the #’s of that pesky “V” from Chiiiina” ...

There were over 900k kids missing EACH YEAR during their Reign of terror... was there ANY alert or warning about an increase yearly of child snatching?

Nope.

So when you create something in a lab and blame it on “bat soup” in a market... with a survival rate of 99.4%..

Any alarm or warning?

Oh just a “Pan”demic level 6 ( it’s so amusing that these sick pricks use the half man / half goat god Pan along with demic with a level of 6 to stress the pure evil in this)

I to o is 6 spaces
C to n is 11 spaces.

Demic to demon is 17 letter shifts

Wouldn’t it just surprise you that the finishing of #17 left us with 17 spaces left...🤔💫💫

the strange reality of strict calvinism is that it makes a mockery of God's claims to hate, abhort, or even be theoretically opposed to evil

the calvinist solution to the problem of evil, which I have *literally heard from the lips of a faithful well-catechized Presbyterian* is, "well, all that happens is God's will, and to do His will is to manifest goodness, and goodness gives God joy, so God must rejoice in evil"

The hypothetical I gave was, "Suppose that there was a city of Christians, and a bomber flew over the city, and the guy at the controls tripped and accidentally armed and dropped a bomb, and wiped out the city: is that God's will? What does God think of that?"

His answer in addition to the above cited the Flood, Soddom, and Nineveh.

Because we all know that God's response to the Flood was, "I REALLY liked that, it was AWESOME, it satisfied my will and purposes to obliterate my creation!"

Once you have drunk the "but muh sovrintee" Kool-Aid you cannot escape the argument that literally everything that happens is not just God's will in some philosophical sense, but His will in the sense of "things that bring him pleasure."

A lot of women get in touch to ask me about #coercivecontrol and come to the conclusion that their partner is controlling, but not abusive enough that they want to leave.

So when is the right time to leave?

A THREAD

Is it when he calls you an ugly bitch the first time?
Or do you wait for him to call you it again?
Or do you wait until he has so completely undermined your sense of self worth that you don’t think you can leave?

Is it when he says that no one will love you like he does?

Or do you wait until he says that no one else COULD love you.

Or that you are unloveable?

Do you leave when he says he likes women to be women?

Or do you wait until he says you are fat and unless you lose weight, he will divorce you?

Do you leave when he pushes you into the wall and then claims he lost control because you made him so jealous?

Or do you wait until you no longer go anywhere, for fear of making him jealous?