Let's chat about the McCarthy article and why I state that he cannot maintain a consistent position within the article. Let's look at this:

#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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The evils committed by Ravi Zacharias were enabled by a toxic organizational leadership that is evidenced by how these same leaders responded when confronted about the widespread and ongoing abuses being perpetrated by the namesake of the institution. 1/29

Please take time to read this piece by @DavideAFrench and the 26-page letter written by a first-hand witness. Here are just some of the excerpts: 2/29

"At one point, Ravi suggested to me that the Task Force “issue a statement that they [the Thompsons] are hooligans, they are scoundrels, they are thugs, they are serial extortioners.” If we didn’t do that, he told me, he would ask his attorney to do so on his behalf." 3/29

"...I distinctly recall Ravi & Sanj mocking the Thompsons’ marriage & scornfully predicting how soon Brad & Lori Anne would get divorced. “I predict their marriage won’t survive the year,” Ravi asserted with laughter. “A year?” replied Sanj. “I wouldn’t give it six months!” 4/29

"In 2017, in the early stages of his RICO against the Thompsons, Ravi would often invoke Kelly [his attorney], making statements such as “my attorney said we are going to crush them.”" 5/29

With Myanmar, it seems that some are raising questions about the efficacy of sanctions and concerns about unintended consequences. It’s time for a “Myth and Realities” guide. THREAD. #WhatsHappeningInMyanmar

Myth: Human rights groups are calling for blanket sanctions on Myanmar.
 
Reality: This is false. Most human rights groups are calling for targeted measures directed solely at the military of Myanmar and companies it owns and which give revenue directly to it.

We are talking about the conglomerates and corporations that control the country’s natural resources, including the concessions for extractive sectors (oil and gas, timber, and mining of gemstones, jade, and valuable metals).

We’re calling on governments to focus on revenues and block transactions or seize government or state assets only where there is credible information that the military or its leaders are looting or acquiring state revenues or redirecting it to them.

Myth: Even if tailored narrowly, targeted sanctions will have major negative impacts on the people of Myanmar.
 
Reality: There are all kinds of ways to prevent unintended consequences on the broader Myanmar economy.

Oregon Prison Report: Voices from the Inside

"The people that were suspected of organizing the hunger strike in April are currently in segregation under bullshit rule violations, being held illegally, having their outgoing mail seized, and are being refused their property...”

“...and yet still in segregation."

(Testimony from Critical Resistance PDX's (@CR_PDX) Write Them All Campaign)

Snake River Correctional Institution (SRCI) / November 17, 2020.

#ODOCKills #KateBrownKills #FreeThemAll

COVID-19

If you are reading this I'm probably in Segregation as we speak because the inmates aren't necessarily allowed to tell you this, a lot of my homies were transferred to a different prison or put in solitary confinement for saying what's been going on here.

Let me start off by saying that this prison is currently and will continue to be a Coronavirus hotspot. Almost for the past year it has been.

At the beginning of this pandemic, due to our childish president, this pandemic wasn't treated with the emergency, urgency, and caution it needed. As you know Snake River is almost 25 minutes away from Boise, Idaho (if you drive fast).