BC BOOKS
Saved by @tradrdoc

A thread on the snippets (paragraphs & quotes) from the book ‘Why We Sleep’ by Matthew Walker 💤

One third of our lives, better read about it.

This thread will be updated as I read further & further.

 1/ “Two-thirds of adults throughout all developed nations fail to obtain the recommended eight hours of nightly sleep.”

Imagine if you don’t have that rare ‘short sleep’ genes 🧬 that allows you to do will less than 5 hours of sleep 🛌.
2/ It’s going to get ugly.
3/ Pandemic.
4/ Why to learn about sleep.
5/ ‘Are there any biological functions that do not benefit by a good night’s sleep? so far, the results of thousands of studies insist that no, there aren’t.’

Nature, the most magnificent architect.
6/ Morning Larks & Night Owls 🦉
7/ The evolutionary reason for ‘6/‘
8/ The most widely used (& abused) psychoactive stimulant in the 🌎
9/ Are you in a state of chronic sleep deprivation?
10/ The sleep cycle, each is 90 mins.

REM sleep aka Rapid Eye Movement sleep aka Dream sleep.
11/ Which came first? Sleep 🐓 or wakefulness 🥚
12/ Which type of sleep- NREM or REM sleep is more important?
13/ There is a simpsons episode where dolphins 🐬 take over the world. Why it’s possible 👇
14/ How do birds sleep during transoceanic migration?
15/ Afternoon nap is biologically ingrained.
16/ Be kind to teenagers.
17/ The Trillion $ Drug.
18/ Macbeth: Act two, scene two (1611)

Shakespeare prophetically states

“Sleep that knits up the raveled sleave of care,
The death of each day’s life, sore labor’s bath,
Balm of hurt minds, great nature’s second course,
Chief nourisher in life’s feast.”
In simpler words:

Sleep that soothes away all our worries. Sleep that puts each day to rest. Sleep that relieves the weary laborer and heals hurt minds. Sleep, the main course in life’s feast, and the most nourishing.
19/ Why All-nighters before exams never work.
20/ Practice is not enough to reach perfection.
21/ Google in your 🧠 ?
22/ Guinness 📚 of 🌎 records.
23/ YOU DO NOT KNOW HOW SLEEP-DEPRIVED YOU ARE WHEN YOU ARE SLEEP-DEPRIVED.
24/ In USA, Vehicles accidents (12 lakhs per year) caused by drowsy driving exceed those caused by alcohol & drugs combined 🤯
25/ A terrible story that could have been avoided
26/ “The recycle rate of a human being is around sixteen hours. After sixteen hours of being awake, the brain begins to fail. Humans need more than seven hours of sleep each night to maintain cognitive performance.”
27/ Remember the movie ‘Ghajini’
28/ A 5x increase in the getting of cardiac arrests.
29/ Afraid of gaining weight? 😴
30/ 🍁 (this leaf, but in green)
31/ How to loose weight effectively.
32/ On Testosterone.
33/ On Vaccines 💉
34/ Dreaming provides closure.
35/ Creativity via dreaming.
36/ He saw that in a dream.
37/ 2 of the best Beetles songs.
38/ Sleep on it.
39/ Insomnia 💵
40/ Sleeping more than 9 hours 😱
41/ Alarm Clocks ⏰ & Snooze buttons 😴
42/ Sleeping pills aka sedatives
43/ Economic cost of insufficient sleep.
44/ The company which started the ‘sleeping at work’ culture
45/ Brainwashing Children 101.
46/ Brainwashing children 102.
47/ Read till the end 👨‍⚕️
48/ 🇮🇳 looses 50 lakh lives due to medical negligence each year (sadly, has increased in COVID, anecdotally speaking)
49/ Best thing I read today.
50/ Finally, Twelve tips for Healthy Sleep.

End of Thread.

More from ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ

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ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ...
@AnishA_Moonka
Windlas Biotech IPO notes 💊

'What's in a name? that which we call a rose by any other name would smell as sweet' ~Shakespeare

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

#IPOwithJST

1/ Basics about the IPO 👇

Incorporated in 2001

Fresh Issue of 165crs (50 for capex | 48 for Working capital | 20 for debt payment) + OFS of 237crs (Partially by promoter & PE Tano selling out as the fund tenure is up)

~ Total raise of 402crs


2/ About the company (Not a Biotech company)

A Contract manufacturer for formulation cos. (204 in total) for Indian markets & a small domestic OTC biz

3279 products, 4 plants with 700cr tablets/capsules capacity

Emphasis on chronic (60% of rev) & complex generics (70% of rev)


3/ History

Revenues:
FY11 - 100cr 👉 FY14 - 200cr 👉 FY21 - 400cr

Growth is similar to the Indian pharmaceutical sector, not gaining any market share even after increasing products.

Customers include Pfizer, Sanofi India, Eris, Cadila, etc.


4/ Competition: No Moat

400+ organized & 15000 unorganized players in the same space: 2% market share

Some of the things that can drive consolidation: Customers preferring better compliance

However, a single customer usually has 35-40 contract manufacturers for products.
WINDLAS
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ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ...
@AnishA_Moonka
Glenmark Life Sciences (GLS) IPO notes 🔬

Plans to take the capacity to 1762KL (currently 762KL) in the next 4 years.

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

#IPOwithJST

1/ About the company

Developer & manufacturer of high value, non- commoditized APIs (complex & low competition) in chronic therapeutic areas: CVS, CNS, pain management & diabetes, etc

Basic details about the IPO 👇

Note: After paying off liabilities, 150crs remain for capex.


2/ The Journey

Established the API business in FY02

Since 2015, Have not received any adverse reactions from regulators (USFDA, PMDA) in the total 38 audits & inspections & Have gone through 432 customer audits.

Filled 403 DMFs & CEP registration across markets globally.


3/ Trends that the company is betting on & what works for them

China+1: India API market growth (10% cagr projected from FY21-26) will outpace the industry: Driven by specialty API+ Strong domestic market

Highest no. of USFDA approved API facilities & % of DMFs filled


4/ Interesting facts

- 120 molecules: $142B market size
- Targetting 8 to 10 new molecules every yr (Key differentiator over time)
- 66% of sales from regulated markets
- Works with 16 of the top 20 generic cos.
- Top 7 customers: 5 to 15yrs old
GLENMARKLIFESCIENCES , IPO
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ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ...
@AnishA_Moonka
Where is Hikal heading in the next 5 years?

Explained judiciously by Mr. Sameer Hiremath in the Q4FY20 Concall.

Note: It will not be a smooth journey.
HIKAL
Anish Moonka
Anish Moonka
@AnishA_Moonka
What if I told you to submit your PhD report by the 1st year of your BTech in engineering.

That’s what people do when they try to find multi-baggers in their 1st business cycle.
WISE INVESTING
Anish Moonka
Anish Moonka
@AnishA_Moonka
Observing a lot of selling from employees of small & mid-cap IT companies; Recency bias or they know better?

A small mediocre IPO from the space got the attention of a superstar: Shuffling for a quick buck?

Haven’t the valuations baked in all positives?
IPO

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Vidya
Vidya
@VidyaG88
1/6
Good morning everyone!! 🌞
Here is a small thread on a beautiful #allegory based upon the Chinese Bamboo .

An allegory that teaches us #patience,#persistence,#hope,#habits, #Growth & Life in general.


2/6
#TheChineseBamboo
The seeds require to be nurtured with love and care for no less than 5 years without showing any results. The first 4 years solely consist of nurturing & tending with NO SIGNS OF GROWTH. But the farmer goes about his job out of habit .+

3/6
In the 5 th yr all of a sudden it begins its exponential growth & shoots to over 90ft in just 6 weeks.
Miraculous , ain't it? 🙂
The farmer tends without knowing the outcome every single day with the same amount of love & concern .He never gives up. He keeps his habit.
+

4/6
Lessons learnt
1) Fundamentals matter. Our survival & success depend on the depth of our roots .
2) One must persevere no matter what. Persistence pays off.
3)Habit or Hope?
I would say both .We need to have faith in ourselves & keep putting in our reps. #Iterations matter +

5/6
Let us plant our #dream & do all that is required for it to become a reality whilst we hope and hone our habits.
"YOU LEARN SOMETHING VALUABLE FROM ALL THE SIGNIFICANT EVENTS & PEOPLE ,BUT YOU NEVER TOUCH YOUR TRUE POTENTIAL UNTIL YOU CHALLENGE YOURSELF " - Roy T Bennett +
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10 Powerful Lessons From the Book “The Art of the Good Life”

| Book Review Thread


1. Peak-end Rule:

You remember the high point and the end point of your holiday, but the rest is forgotten.

Remind to make them as sweet as possible.

2. Plans are nothing. Planning is everything.

A good life is not a stable state or condition.

The good life is only achieved through constant readjustment.

3. Inflexibility as a Stratagem

When it comes to important issues, flexibility isn’t an advantage – it’s a trap.

Use radical inflexibility to reach long-term goals that would be unrealizable if their behavior were more flexible.

4. Reality Doesn’t Care About Your Feelings

Accepting reality is easy when you like what you see, but you’ve got to accept it even when you don’t – especially when you don’t.
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Vidya
Vidya
@VidyaG88
1/16
Was reading upon #Biases & learnt a lot. Thought of sharing a few pointers .
Simply put Bias is a disproportionate weight in favour of or against any idea/thing in all aspects of life.
Few types of Biases ( out of the many) with not so random images. :)
+

2/16
The #DunningKruger effect now is fairly well known , wherein people with limited knowledge overestimate their competence, whilst the actually knowledgeable question themselves often .
"Ignorance more frequently begets confidence than does knowledge".
+


3/16
*#SelfServingBias*
A very interesting bias wherein we credit our successes to purely ourselves, but when things go awry we cite luck & external forces .
Rings any bells?
Basically a defence mechanism to protect our self esteem & eventually from personal responsibility.


4/16
* #ConfirmationBias *
We all favour ideas & beliefs that affirm to our existing ones' , rarely being open to contradictory opinions .
(Especially in markets !! 😬) Why?

Laziness? Mental block? Ego ?
No wonder, Birds of a feather flock together ... 😉


5/16
* #SunkCostBias *
As we know, sunk costs are irrecoverable , regardless of outcomes. (Eg Money expended towards R&D for a molecule which doesn't work out)
But this actually extends in any investment we make - Time,Money, Effort, Relationships ...😏
Interesting right?
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Deep Note
Deep Note
@1DeepNote
10 Life-Changing Lessons “The Art of War” by Sun Tzu

⚡️Book Thread⚡️


1. “Let your plans be dark and impenetrable as night, and When you move, fall like a thunderbolt.”

We should devote a significant amount of time to planning.

But remember, without solid action, a plan is just a plan, and nothing more.

2. "There are not more than five primary colors, yet in combination, they produce more hues than can ever be seen.”

It’s not about the number of tools you have, it’s about how you use them.

3. “If he sends reinforcements everywhere, he will everywhere be weak.”

Focus is important in order to succeed.

Concentrate on key areas of improvement, and don’t try to be everything and anything at once.

4. “There is no instance of a nation benefiting from prolonged warfare.”

We shouldn't wait forever to tackle our problems

We should make progress toward our goals as soon as possible
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which give an ethereal atmosphere when switched on. The steps representthe twelve signs of the zodiac and when one steps over them to reach thesanctum sanctorum all the doshas pertaining to the horoscope are cleared onceand for all..4/n


The Sthala Vriksham ”Peepal Tree” which is grown on a pedestal, a trident which is considered as Bhairavi, Pancha Mukha Anjaneya, Prathyankara Devi, Subramanya, Rudra Vinayaga, Vaishnavi Devi, Naga Rudra, Eswara, Vana Durga etc. 5/5

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