Why this effect? Not because @GretaThunberg ate less meat or encouraged her family not to fly: if that's all she'd done, we'd never know her name. No, it's because she did one simple but incredibly powerful thing we can all emulate: she raised her voice to advocate for change.

#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

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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

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X : Do you think cloud will decentralise?
Me : Already has - started with regions and AZs and is now rapidly expanding into outpost, greengrass, EKS anwhere.
X : No, I mean many providers.
Me : There are two forms of decentralisation - provision and control (i.e. authorities) ...

... what is happening is decentralisation of provision (i.e. cloud everywhere, at the edge) but under centralised authorities (Amazon, Alibaba, MSFT, Google etc).
X : What about decentralisation of control?
Me : Many companies working to a common standard ...

... that was the dream of OpenStack but they blew that on day one creating a collective prisoner dilemma. They are trying to recorrect this with K8s but the cloud has moved on, higher up the stack ...

... so, the idea of a marketplace of many different companies each having authority is ... wishful thinking by past vendors and clients they've hoodwinked. Maybe in 15-20 years we will get another go ... open source is a long game ...

... more likely is many points of provision i.e. companies offering EKS anywhere on a utility basis but under centralised authority e.g. AWS.

So, yes, the cloud is going to edge, has been for sometime but it'll be AWS / Alibaba / MSFT cloud that is everywhere.

Time once again to emphasize the differences between totalitarianism, authoritarianism, and fascism. They're often used as synonyms but they are different, although they do tend to lead to each other. Order one, and the other two are usually delivered soon enough.

Totalitarianism is best understood as the politicization of everything. Every facet of life is infused with political meaning... and subjected to political control. There is little room for privacy or individualism. Every word and deed is seen as a political action.

Totalitarianism does *not* require authoritarian government, although it usually leads to such. You can be totalitarian without having any real government power at all, enforcing your political will through mob actions and corporate power. Examples from recent history abound.

Totalitarianism is the easiest of the three deadly "isms" to slide into, because it can easily be disguised with claims of its good intentions. Totalitarians usually claim to be motivated by the Greater Good. They claim to represent the interests of sympathetic victims.

Totalitarians claim that society is unjust and must be corrected by force. Before they gain the power to become authoritarians, they often assert the right to use force outside of the law because the government is corrupt or serves the interests of their ideological enemies.

VALENTINE DAY CELEBRATION: FRSC CAUTIONS MOTORISTS AGAINST EXCESSIVE SPEED, DRUNK DRIVING AND RECKLESSNESS ON THE ROAD.

Owing to the need to ensure a safe and crash free celebration during the 2021 Valentine Day celebration, the Federal Road Safety Corps has warned the teaming community of celebrants and other road users, to desist from indulging in drunk driving, avoid excessive speed,

and resist the temptation to drive recklessly so as to mitigate all incidences of road traffic crashes during the celebration.

The Corps Public Education Officer, @BisiKazeem who made this public, said that the Corps Marshal, Dr Boboye Oyeyemi has directed Commanding Officers across board to double their efforts by ensuring massive deployment of Officers and Men for enhanced visibility,

adequate traffic control, and maximum enforcement of all COVID-19 protocols amongst motorists.