"The engineers on my team just want to code. They don't want to have anything to do with product. They just want specs. What do I do?"

1/n Are you asking them do to X *and* do their "day job" as defined by their managers (and frankly your roadmap) ?

If so, start there...

#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

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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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VALENTINE DAY CELEBRATION: FRSC CAUTIONS MOTORISTS AGAINST EXCESSIVE SPEED, DRUNK DRIVING AND RECKLESSNESS ON THE ROAD.

Owing to the need to ensure a safe and crash free celebration during the 2021 Valentine Day celebration, the Federal Road Safety Corps has warned the teaming community of celebrants and other road users, to desist from indulging in drunk driving, avoid excessive speed,

and resist the temptation to drive recklessly so as to mitigate all incidences of road traffic crashes during the celebration.

The Corps Public Education Officer, @BisiKazeem who made this public, said that the Corps Marshal, Dr Boboye Oyeyemi has directed Commanding Officers across board to double their efforts by ensuring massive deployment of Officers and Men for enhanced visibility,

adequate traffic control, and maximum enforcement of all COVID-19 protocols amongst motorists.

There is a highly instructive symposium on "Veil of Ignorance" #ProcessTracing in the new @APSAtweets QMMR publication https://t.co/nxqEQ9HaRz There is lots to say ab it. For now, I want to focus on whether (causal) qualitative research has a problem w/ confirmation bias that 1/

needs to be addressed.
In short, Veil of Ignorance process tracing aims to blindfold the data collectors and analysts to the hypotheses to reduce risk of confirmation bias.
Proposal receives a lot of criticism by all respondents, partly for valid reasons, partly not, IMO 2/

If there was no bigger issue with confirmation bias, there would not be much benefit in talking about blinding in qualitative research.
As Beach notes, the intro to the symposium does not present evidence that bias is a problem. This is correct, but there is also no evidence 3/

that confirmation bias is not a problem. It's an absence of evidence situation with regard to comprehensive, direct evidence, i.e. from verification studies of qualitative research (for studies that are built on an epistemology for which the idea of verification makes sense). 4/

However, I'd say there is circumstantial evidence that confirmation bias is a problem.
1) Evidence for confirmation bias in quantitative research: The developments around #OpenScience and transparency in quantitative research in different disciplines present diverse evidence 5/