We couldn’t leave 2020 behind without naming our 10 calls that “missed the mark” this year.

Follow along with #ReasonsNotToCall911 to see the top 10 calls of 2020.

#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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I was asked to do a tweet on how to be a good Minceir Ally. So here are my thoughts ... Other Minceiri are welcome to add.
Allies can do the actions you can.

Learn about Traveller Culture, history and issues affecting us from us not others. You can do this by checking Traveller org websites, chat with us, invite us to give inputs in your place of work.

Educate others and challenge Anti Traveller racism when you see it.

Get to know Travellers locally and local issues. Support the work of local and national Traveller orgs.

Get to know Travellers locally becoming friends. Invite Traveller children to your parties/playdates. Let your children go to Traveller children parties,playdates in their home.

You wanna know the real reason WHY the "Old Guard" (Evil Powers that once ruled this world) wanted all of you dumbed down?
Your brains are supposed to work like mine does. You All are supposed to be able to see into the future etc. They poison all of you with foods that keep

you asleep.
Certain Daily products that all of you use like toothpaste,Deodorant,soaps etc do harm to you without you even knowing that harm is being done. Those who don't know these things are just so used to being the way they are and think it's all "Normal" when it's really

not. Your minds are designed for so much more and they know/knew this. THEY want all of you dumbed to so you just fall in line to what they say. They want you to follow all the latest Trends, They want you to follow the "Stars". Most of the stars advertise products but I

guarantee you that they themselves don't use 90% of what they are advertising on the market today.
They are being used as puppets, thinking all of you will just follow them blindly falling into all the traps they have had set out for you ALL THESE YEARS..

Look at Portland for

example, They are legalizing all recreational drugs. Allowing Young adults who's brains aren't fully developed to just poison themselves. What happens in 5-10-15 years from now? Our entire youth is poisoned more than they already are? All our adults that the children look up too

Daily Bookmarks to GAVNet 02/16/2021

THREAD: On the full-fledged process of responding to a Revise-And-Resubmit (R&R).

I have written pieces of the process, but I hadn't actually written a thread or a blog post showcasing how all my blog posts fit with one another. I teach this process when I give workshops.

So here's what I do (now), and let me share a lesson from my past lives:

DO NOT SIT ON R&Rs.

I know, they're painful and scary and sometimes we don't know if our paper will get rejected in the end.

But remember, an R&R means an OPPORTUNITY to get your paper published.

Sitting on R&Rs, leaving them for later, and not prioritizing them has gotten me fewer publications. I know this for a fact. I am not ashamed of admitting that I have sometimes felt that I will not be capable of responding to multiple (often conflicting) comments.

HOWEVER...

Sustained, frequent advice from professors who are senior to me (though I am senior myself now too) is always the same and on-point:

The goal is the R&R.

You're not getting a desk rejection.

You are getting your work read, reviewed carefully, thought about, responded to.

What do I do now (and have been doing for the past few years, with success)

When I get the R&R (the "decision letter"), I make sure to calm down, because I am always afraid I'm going to get nasty comments. These have been (luckily) very rarely present in my latest submissions.