We live in an age of greed and dishonesty. We have watched the poisoning of faith and belief in the legitimacy of our democracy over the last month by corrupt men like Lou Dobbs. They are nihilists. We are in a political fight that will last for a long time. @ProjectLincoln 1

#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

2/n

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

3/n

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,

4/n

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

@RyanKemper10 @ScottAdamsSays @TherealzCRS Meaning to do this anyway. Strap in.

My main concern with masks is their ability to force filter droplet (with a predictable 6 foot arc) into aerosol, which has an 18-20 foot trajectory, remains aloft for gravity. It remains aloft for hours, and doesn’t respond predictably 1/🧵

People! Have you seen people being rude to each other during meetings, maybe directed at women/people of colour/disabled people/LGBTQ+ people? Do you want to help prevent this abuse?

Some tips you can consider as a bystander depending on the situation (thread)

Have a code of conduct and circulate it. Make it clear that abusive behaviour will not be accepted. Build in accountability strategies (what happens if someone violates it). Have a moderator/chair to observe the dynamics of your group.

This kind of behaviour is very normalised and insidious, so train yourself to spot it. Is there somebody that usually interrupts? Is there somebody that usually gets interrupted and silenced? Are there signs of aggressive communication?

Not everyone might like that you jump at their defense - your heart might be in the right place but it can come across as patronising. Try to bring up the subject with your colleagues and see what they think. Foster a culture of positive communication.

Once you see that somebody is trying to interrupt - politely redirect the discussion towards the person that was originally speaking. Eg "thank you for that, now I'd really like to hear what person xyz was saying earlier".

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?