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#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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At the moment #POTUS is sitting on a stack of #Trump cards, he's just waiting to unleash a royal flush!
He has court cases that will go to #SCOTUS and thanks to the Texas case, he's now aware how to file them properly under article 3 not 2, so SCOTUS will be forced to listen.

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#Trump now has the #DNI report. #Barr stepped down and can now be a witness, he did his job. #Durham is special counsel and can prosecute, in any state.
He’s letting civil, criminal and federal courts fail to handle the situation properly so he can use military tribunals.

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#Trump has ALL the data from the #NSA, the #Kraken supercomputer, the #Alice #supercomputer, and likely many more computers, unknown to us.
He has the dueling electors from 7 state legislatures. He has VP #Pence, as the final arbiter of which ballots to accept.

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#Trump has the #InsurrectionAct, the #NDAA, the national emergency, the 14th amendment, the 2018 executive order, the 2017 very first EO, the #Patriot Act, the #FISA warrants, the Declassification of everything, people swearing affidavits by the 1000s.

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#Trump has all the statistical data being analyzed along with the videos, emails, phone calls and bank transfer statements showing the coordination of the #coup d'etat.
He has #RICO and he has the #CrimesAgainstHumanity videos. #Wikileaks just dropped extensive information

I am done giving this doctor or team grace. I started with "We are tremendously grateful for all you are doing." He seemed irritated to speak to us. Literally I asked, "What is the likelihood our mom will die on current support, in the next 24 hours, so we can plan travel?"

He hammered us with how severe this was and that was. Yes, that is why I am asking the question. "We are asking you to be a thought partner so we can make responsible decisions as the family." I had had pre-conversations with doctor friends to understand the numbers and prognosis

He said "It would be illegal for me to tell you that she won't die, then she dies." Yes, that is why I said LIKELIHOOD - critical care docs deal in likelihoods. It so frustrating to be on this side and not get a fraction of the standard that I have been held to and hold myself to

Then I made the error of saying, "I'm a pediatrician, I literally do this work on family-centered, compassionate care." to which the charge nurse answered, "It is not the work we do. We keep people alive." End of life care IS your job. Planning IS your job. It's not just numbers

Compassion is not only a pediatric thing while critical care/end of life can proudly lack it. I've had more end of life conversations than I want to remember. My mom is not numbers. She is a human being. I am modulating my voice, complimenting you, leveraging my network.

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."