@VineetGala @cvocain 100% agree with your bearish view on those #APIs. I won't tell the names, so hopefully ppl will get motivated to watch the whole webinar (and learn something in the process). Good stuff @VineetGala 👌

On this auspicious day of #GuruPurnima, happy to share an easy to read and an exceptionally worthwhile investment. I plan to make a thread that will hopefully help us invest and live better. Thank you @awealthofcs 🙏🏻

Experience has taught me that less is always more when making investment decisions. Simplicity trumps complexity. Conventional gives you much better odds than exotic. A long-term process is more important than short-term outcomes.

And perspective goes much further than tactics. Tactics are useless to investors in a matter of days—sometimes in a matter of hours. But perspective is something that stays with the investor for a lifetime. It allows you to adapt to the changing market and economic landscape.

While keeping it simple won’t make it any easier to predict the future—no one has a crystal ball—it can give you the necessary capacity to make rational decisions, no matter what happens next.

Perspective is so important because, without it, even the most intelligent of investors can be ruined from a lack of self-awareness in their own abilities. Investors that fail to put the news or market moves into the proper context....[1/2]

From failing to qualify for a major world event to winning a major world event. Unseen transformation in just 3Y 🇮🇹 ⚽️

From an unseen retail owned micro/small cap to institutional darling large cap. Magical transformation unfolding in just 3Y from late 2019 to late 2022 🇮🇳 ⭕️

Only one Indian company is making the country pound in the US when it comes to Biologics #Biocon @Bioconlimited 👏👏

Company floated and nurtured by a women despite all the gender biases. How can the gents be beaten by a lady?

"The global natural cosmetics market is expected to be worth $48.04 billion by 2025..... #Biotechnology could be the game-changer for natural beauty lovers – and, more crucially, Planet Earth."

https://t.co/PEvcSXrrW1

#Fermentation | Industry 5.0 Vision 2 🧬

Monishaaa, ‘Bio-refineries’ bolo beta…
This ‘Sugar Mills’ is just too middle class!

@Jeevan_rjv @soicfinance @itsTarH No. Not those ones. Editas, Intellia etc are more on the CRISPR patents and royalty play.

@harindersnanda @ishmohit1 @soicfinance @punitbansal14 @nison_steve Both should do well. Prefer Zoetis for leadership, best in class margins and management's execution. Elanco should improve with Bayer Animal boosting companion proportion in its overall mix.

#SeQuent will under-perform next 1-2 years due to #ESOP (unless a surprise M&A happens)

All these are Pharma sector companies. Company F consistently reports -ve cash flows. It's stock price never compounded. All other examples reported multi-years of +ve cash flow generation. These stocks have been multi-baggers over the years.

Focus on Cash Flows vs News Flows.

If I have the luxury of not looking at my portfolio for five years and build it today, I will go and buy CDMOs assisting innovators on ::

Animal Healthcare
Biotechnology (including fermentation)
Peptides
Oligonucleotides
High Potency Drugs in Oncology

Keywords :: five years

Wasn’t easy to book losses in this #Antibiotics business after waiting for 4 long years. Was even more difficult re-entering the same business after few months when @punitbansal14 broke the news of a major yield improvement and slew of R&D filings across the Antibiotics spectrum!

Most Indian businesses are locally competitive. You take them outside India, and they struggle. Very few businesses (IT, Pharma/API, Chemicals/CDMO) are fit to compete and beat global competition. These rare gems tend to survive over long time periods and thrive over all cycles.

When a stock is trading around 15-20x sales - ask why would an accident not happen? What could be the valuations damage in that case?

Indian Investing Conclave CDMO/API was free (short registration for access needed)

https://t.co/9XwKv9L3Bp

Not easy to track all 4K generic chemical molecules. My template is rather simple so even a layman can follow! Invest in innovator synthesis (#CDMOs) as ::

a) molecules are on-patent. No pricing pressure
b) typically 1 or 2 suppliers compete per molecule
c) runway is extra long