For some of us that are yet to see an ✈️ not to talk of boarding one, these Buhari’s new trains (Ibadan/Lagos/Ibadan) are giving us that kinda vibes.. Obvious that work is still in progress... I can’t wait to share my experience. Thank you @MBuhari | @ChibuikeAmaechi

#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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1. On Fri. 8 Jan. Military Intel Contact said to keep phones on, charged and ready for Tier 4B notification as the RV release was being expedited and our start was at any time.

1) Dreaded thread on why I think the response to postcritique is so vitriolic. Short version: Because literary studies is a discipline in search of an application.

2) Before I go on, I'll say from the outset that many in lit studies explicitly reject the idea that the field *should* have an application. My opinion is that's fine if you want to do book clubs, but if you want an institution you can't ignore that difficult issue. But anyway...

3) The evidence by this point is overwhelming that when lit scholars talk about 'method' we're actually just talking about ourselves: 'ways of reading,' 'how we argue,' 'phenomenology of reading,' etc. etc.

4) David Kurnick nicely illustrates this phenomenon:

5) But none of this is method discussion. Talking about ourselves, how we approach our objects of study, our motives and objectives, our commitments, etc. would be the *beginning* of a method convo in every other discipline. In lit studies it's the *end*, or the whole convo!