Not easy for OEMs to import non-refrigerant fill ACs,unpack,gas fill test,negates cost advantage
#amberenterprises Q2fy21 concall transcript
Q2 went well for Room AC industry,uptick retail demand, pent up demand
Overall electronic & consumer durables witnessed a good quarter
Inventory levels back to normal
Anticipate better H2fy21
#stock #StocksToWatch #Nifty #sensex
Not easy for OEMs to import non-refrigerant fill ACs,unpack,gas fill test,negates cost advantage
China plus 1 unfolding,global MNC enquiring about RAC & components
Amber started export of components to US
Strengthened portfolio in Sidwal for railway,metros,bus ACs
Revenue 408 cr in Q2fy21 vs 623 yoy
RAC 36% ,components & mobile apps 64% contribution to revenue
Ebidta Q2fy21 22 vs 39 cr yoy
Sidwal business to focus on metros & AC coaches
IN JIN & EVER to focus on inverter ACs,post development of own inverter PCB board,expect to add more business in IN JIN & EVER
#amberenterprises
Ban on refrigerant AC import to lead to volume expansion from Feb 21
ACs to US mkt ,1st sample to be ready by Jan,next yr for reliability testing & approval cycles,fy22 room AC exports may start
Entered commercial AC mkt,approvals came Q2,started exports though low volumes,to expand portfolio to 18-20 products,mkt size ductable 4000cr & VRV 2500 crs
2 large tenders from Delhi metro for Sidwal worth 98 crs
Export of RACs,65 million ACs, 80% from China & 20% from Thailand,2 biggest exporters of RACs
Amber on par for cost of 1.5,2 tonne ACs,countries with no FTA in place expect apple to apple cost
AC industry mainly outsourced, from 34% in Jan 2018 to 48% now,Amber share up from 55 to 70% post ipo
Expect reliability cycle for RAC to complete in 2021,export 2022
Shift of business in Q2, 64% business from components out of which 60% from non AC components
US large mkt for RAC,20 out of 65 mn exports are to US,opened sales office
Channel inventory for RAC down from 2.2-2.4 mn to 6-7lakhs
#amberenterprises provides comprehensive & integrated solutions, strong R&D,15 plants across India,wide range 0.75-2 tonn,all star category,1stop for components
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Compile
@threader_app
@nid_rockz
@tycoonmindset05
@SForStiletto @thescorpionphil @Coolfundoo @havellsindia @myvoltas
#amberenterprises #atmanirbhar #plischeme #chinaplus1
More from For later read
Hi @EdinburghUni @EHRC @EHRCChair @KishwerFalkner @RJHilsenrath @trussliz @GEOgovuk
The DIVERSITY INFORMATION section in yr job application mentions 'legal equality duties'. You then ask "What is your gender identity?" with options
Female
Male
Non-binary
Not-listed
Other
1/13
'Gender identity' is not a protected characteristic under the Equality Act 2010 and is not defined in the Act.
https://t.co/qisFhCiV1u
2/13
Sex is the protected characteristic and the only two possible options for sex are 'Female' and 'Male' as defined in the Act and consistent with biology - 'non-binary' and 'other' are not valid options.
https://t.co/CEJ0gkr6nF
'Gender identity' is not a synonym for sex.
3/13
You then ask "Does your gender identity match your sex registered at birth?"
4/13
Again, 'gender identity' is not a protected characteristic under the Equality Act 2010 and is not defined in the Act.
https://t.co/qisFhCiV1u
5/13
The DIVERSITY INFORMATION section in yr job application mentions 'legal equality duties'. You then ask "What is your gender identity?" with options
Female
Male
Non-binary
Not-listed
Other
1/13
'Gender identity' is not a protected characteristic under the Equality Act 2010 and is not defined in the Act.
https://t.co/qisFhCiV1u
2/13
Sex is the protected characteristic and the only two possible options for sex are 'Female' and 'Male' as defined in the Act and consistent with biology - 'non-binary' and 'other' are not valid options.
https://t.co/CEJ0gkr6nF
'Gender identity' is not a synonym for sex.
3/13
You then ask "Does your gender identity match your sex registered at birth?"
4/13
Again, 'gender identity' is not a protected characteristic under the Equality Act 2010 and is not defined in the Act.
https://t.co/qisFhCiV1u
5/13
How I created content in 2020
A thread...
Back in Aug 2016, I started creating content to share my experiences as an entrepreneur.
Over 3 years I had put out 1,200+ hours of content - posting every week without
Little did I know that something I started almost 4 years back would give my life an entirely new direction.
At the end of 2019, my biggest platform was LinkedIn with ~700K followers.
In Jan 2020, I decided to build a team that would help me with the content.
I ran a month long recruitment drive to hire a team of interns.
It comprised 4 detailed rounds - starting with my loved 20 questions, then an assignment, then a WhatsApp video round and finally F2F.
Through 1,200+ applications, I finally selected 6 profiles, starting March.
I am a firm believer in @peterthiel's one task, one person philosophy
So the team was structured such that everyone was responsible for ONLY one task
1. Content ideas
2. Videography
3. Video editing
4. LinkedIn (+TikTok) distribution
5. FB+IG distribution
6. YouTube distribution
A thread...
Back in Aug 2016, I started creating content to share my experiences as an entrepreneur.
Over 3 years I had put out 1,200+ hours of content - posting every week without
August 2016.
— Ankur Warikoo (@warikoo) October 2, 2020
It has been 3 months since LinkedIn had launched its video feature.
And I had been waiting for it to be activated on my profile.
A thread...
Little did I know that something I started almost 4 years back would give my life an entirely new direction.
At the end of 2019, my biggest platform was LinkedIn with ~700K followers.
In Jan 2020, I decided to build a team that would help me with the content.
I ran a month long recruitment drive to hire a team of interns.
It comprised 4 detailed rounds - starting with my loved 20 questions, then an assignment, then a WhatsApp video round and finally F2F.
Through 1,200+ applications, I finally selected 6 profiles, starting March.
I am a firm believer in @peterthiel's one task, one person philosophy
So the team was structured such that everyone was responsible for ONLY one task
1. Content ideas
2. Videography
3. Video editing
4. LinkedIn (+TikTok) distribution
5. FB+IG distribution
6. YouTube distribution
#IDTwitter #IDFellows
Introducing our new series: “IDFN top 10 articles every fellow should read”🔖
#1: SAB management
by @mmcclean1 @LeMiguelChavez
Reviewers @KaBourgi, @IgeGeorgeMD, @Courtcita, @MDdreamchaser
We know is subjective & expect feedback/future improvements 👇
1. Clinical management of Staphylococcus aureus bacteremia: a review.
https://t.co/9tBCtp9mlP
👉 A must read written by Holland et al. where they review the evidence of the management of SAB.
2. Impact of Infectious Disease Consultation on Quality of Care, Mortality, and Length of Stay in Staphylococcus aureus Bacteremia: Results From a Large Multicenter Cohort Study.
https://t.co/XujO68pCuH
👉ID consult associated with reduced inpatient mortality.
3. Predicting Risk of Endocarditis Using a Clinical Tool (PREDICT): Scoring System to Guide Use of Echocardiography in the Management of Staphylococcus aureus Bacteremia
https://t.co/otcA1pxjAw
👉Predictive risk factors for infective endocarditis, and thus the need for TEE.
4. The Cefazolin Inoculum Effect Is Associated With Increased Mortality in Methicillin-Susceptible Staphylococcus aureus Bacteremia.
https://t.co/CQZiryVWZz
👉Presence of cefazolin inoculum effect in the infecting isolate was associated with an increase 30-day mortality.
Introducing our new series: “IDFN top 10 articles every fellow should read”🔖
#1: SAB management
by @mmcclean1 @LeMiguelChavez
Reviewers @KaBourgi, @IgeGeorgeMD, @Courtcita, @MDdreamchaser
We know is subjective & expect feedback/future improvements 👇
1. Clinical management of Staphylococcus aureus bacteremia: a review.
https://t.co/9tBCtp9mlP
👉 A must read written by Holland et al. where they review the evidence of the management of SAB.
2. Impact of Infectious Disease Consultation on Quality of Care, Mortality, and Length of Stay in Staphylococcus aureus Bacteremia: Results From a Large Multicenter Cohort Study.
https://t.co/XujO68pCuH
👉ID consult associated with reduced inpatient mortality.
3. Predicting Risk of Endocarditis Using a Clinical Tool (PREDICT): Scoring System to Guide Use of Echocardiography in the Management of Staphylococcus aureus Bacteremia
https://t.co/otcA1pxjAw
👉Predictive risk factors for infective endocarditis, and thus the need for TEE.
4. The Cefazolin Inoculum Effect Is Associated With Increased Mortality in Methicillin-Susceptible Staphylococcus aureus Bacteremia.
https://t.co/CQZiryVWZz
👉Presence of cefazolin inoculum effect in the infecting isolate was associated with an increase 30-day mortality.
Nice to discover Judea Pearl ask a fundamental question. What's an 'inductive bias'?
I crucial step on the road towards AGI is a richer vocabulary for reasoning about inductive biases.
explores the apparent impedance mismatch between inductive biases and causal reasoning. But isn't the logical thinking required for good causal reasoning also not an inductive bias?
An inductive bias is what C.S. Peirce would call a habit. It is a habit of reasoning. Logical thinking is like a Platonic solid of the many kinds of heuristics that are discovered.
The kind of black and white logic that is found in digital computers is critical to the emergence of today's information economy. This of course is not the same logic that drives the general intelligence that lives in the same economy.
Help! What precisely is "inductive bias"? Some ML researchers are in the opinion that the machine learning category of \u2018inductive biases\u2019 can allow us to build a causal understanding of the world. My Ladder of Causation says: "This is mathematically impossible". Who is right? 1/
— Judea Pearl (@yudapearl) February 14, 2021
I crucial step on the road towards AGI is a richer vocabulary for reasoning about inductive biases.
explores the apparent impedance mismatch between inductive biases and causal reasoning. But isn't the logical thinking required for good causal reasoning also not an inductive bias?
An inductive bias is what C.S. Peirce would call a habit. It is a habit of reasoning. Logical thinking is like a Platonic solid of the many kinds of heuristics that are discovered.
The kind of black and white logic that is found in digital computers is critical to the emergence of today's information economy. This of course is not the same logic that drives the general intelligence that lives in the same economy.
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Risks of bat-borne zoonotic diseases in Western Asia
Duration: 24/10/2018-23 /10/2019
Funding: $71,500
@dgaytandzhieva
https://t.co/680CdD8uug
2. Bat Virus Database
Access to the database is limited only to those scientists participating in our ‘Bats and Coronaviruses’ project
Our intention is to eventually open up this database to the larger scientific community
https://t.co/mPn7b9HM48
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Risks of bat-borne zoonotic diseases in Western Asia
Duration: 24/10/2018-23 /10/2019
Funding: $71,500
@dgaytandzhieva
https://t.co/680CdD8uug
2. Bat Virus Database
Access to the database is limited only to those scientists participating in our ‘Bats and Coronaviruses’ project
Our intention is to eventually open up this database to the larger scientific community
https://t.co/mPn7b9HM48
3. EcoHealth Alliance & DTRA Asking for Trouble
One Health research project focused on characterizing bat diversity, bat coronavirus diversity and the risk of bat-borne zoonotic disease emergence in the region.
https://t.co/u6aUeWBGEN
4. Phelps, Olival, Epstein, Karesh - EcoHealth/DTRA
5, Methods and Expected Outcomes
(Unexpected Outcome = New Coronavirus Pandemic)
Joe Rogan's podcast is now is listened to 1.5+ billion times per year at around $50-100M/year revenue.
Independent and 100% owned by Joe, no networks, no middle men and a 100M+ people audience.
👏
https://t.co/RywAiBxA3s
Joe is the #1 / #2 podcast (depends per week) of all podcasts
120 million plays per month source https://t.co/k7L1LfDdcM
https://t.co/aGcYnVDpMu
Independent and 100% owned by Joe, no networks, no middle men and a 100M+ people audience.
👏
https://t.co/RywAiBxA3s
Joe is the #1 / #2 podcast (depends per week) of all podcasts
120 million plays per month source https://t.co/k7L1LfDdcM
https://t.co/aGcYnVDpMu
The UN just voted to condemn Israel 9 times, and the rest of the world 0.
View the resolutions and voting results here:
The resolution titled "The occupied Syrian Golan," which condemns Israel for "repressive measures" against Syrian citizens in the Golan Heights, was adopted by a vote of 151 - 2 - 14.
Israel and the U.S. voted 'No' https://t.co/HoO7oz0dwr
The resolution titled "Israeli practices affecting the human rights of the Palestinian people..." was adopted by a vote of 153 - 6 - 9.
Australia, Canada, Israel, Marshall Islands, Micronesia, and the U.S. voted 'No' https://t.co/1Ntpi7Vqab
The resolution titled "Israeli settlements in the Occupied Palestinian Territory, including East Jerusalem, and the occupied Syrian Golan" was adopted by a vote of 153 – 5 – 10.
Canada, Israel, Marshall Islands, Micronesia, and the U.S. voted 'No'
https://t.co/REumYgyRuF
The resolution titled "Applicability of the Geneva Convention... to the
Occupied Palestinian Territory..." was adopted by a vote of 154 - 5 - 8.
Canada, Israel, Marshall Islands, Micronesia, and the U.S. voted 'No'
https://t.co/xDAeS9K1kW
View the resolutions and voting results here:
The resolution titled "The occupied Syrian Golan," which condemns Israel for "repressive measures" against Syrian citizens in the Golan Heights, was adopted by a vote of 151 - 2 - 14.
Israel and the U.S. voted 'No' https://t.co/HoO7oz0dwr
The resolution titled "Israeli practices affecting the human rights of the Palestinian people..." was adopted by a vote of 153 - 6 - 9.
Australia, Canada, Israel, Marshall Islands, Micronesia, and the U.S. voted 'No' https://t.co/1Ntpi7Vqab
The resolution titled "Israeli settlements in the Occupied Palestinian Territory, including East Jerusalem, and the occupied Syrian Golan" was adopted by a vote of 153 – 5 – 10.
Canada, Israel, Marshall Islands, Micronesia, and the U.S. voted 'No'
https://t.co/REumYgyRuF
The resolution titled "Applicability of the Geneva Convention... to the
Occupied Palestinian Territory..." was adopted by a vote of 154 - 5 - 8.
Canada, Israel, Marshall Islands, Micronesia, and the U.S. voted 'No'
https://t.co/xDAeS9K1kW
