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The Tycoon Mindset
@tycoonmindset05 3 years, 3 months ago 506 views

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Cipla concall was today at 10:40 pm (late night)

Here are the key takeaways 😃

@unseenvalue @darshanvmehta1 @AlgoBoffin @iramneek

Introduction

- Company being the first one to launch Remdesivir and the whole portfolio for covid 19

- Company is no.2 in lung leadership. Will try to unlock the complex generics in US.

- Growing faster than the average market growth.

- Trying to bring respiratory technology in China and in Brazil.
- There is a fair amount of unlocking through digitalization.
- ESG to improve in future. Becoming carbon neutral and water neutral.

US business
- Were able to add

- would be doubling the revenue in US.

- The pipeline is nicely diversified , now the products are diversified into respiratory + injectable around 30%

Indian market: One india strategy
- To cosumerize the business.

- Generic business is no.1 in india.

- Brand is moving from generic business to consumer business.

- Goal is to keep beating market growth by expanding the depth in portfolio.

- There has been a deeper distribution system because the generic business is moving faster than expected.

- Synergizing the distribution channel for prescription, trade generics, and consumer health.

Consumer wellness
- Goal is to make 12- 15% of revenue in next 3 to 5 years. Right now ots around 5 percent.

South African business
- Going relatively fast in CNS and respiratory business.
- Nice portfolio in HIV.

Emerging markets
- Solid partnership are present in these market.

Digital initiative

- Can unlock a great potential in profit through digitalization
- Automation in manufacturing and digitization of data.
- Company is re imagining the business to be more digital.

ROIC story

- Capital is being diverted to respiratory division. Comaony likes this category.
- 50 to 60% will come from new launch of products and rest would be through cost control.

- In india company want to expand a bit but the major focus is to push the revenues higher.

Respiratory portfolio
- The company has a para 4 filing and has a partnership with a generic company.

Future acquisition
- Company is open to acquisition which would be easy to digest

- India and us business are very attractive but company is not seeing huge potential in capital allocation towards acquisition.

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The Tycoon Mindset
@tycoonmindset05

APL Apollo conducted their earnings con-call today at 2:00 pm

"Vision of capacity of 4 Million Tone till 2025"

@hiddengemsindia @gvkreddi

Here are the key highlights 😀👇

Business Updates:

• Net Working Capital Remains under 10 days which is best in the building material
• Continue expanding rural region.
• Added 15 new distributors.
• Value added products contributed 50-60% of the topline.

Revenue breakup

• EBIDTA Margin Improvement: This was mainly because of cost structarize and better operational

• Working Capital Cycle as per mgmt should remain sustainable

• Blue Ocean: Company owns 100% subsidiary which contributes nothing but own property where corporate office is there

Improvement in Net Selling Realization:
• With expanding capacities at 2.6Million Tones and utlization of 75%, scalability has been affected.
• While the prices of steel has gone by by around 35%, due to shortage of steel.

• Apl Apollo being the dominant player past connection with steel companies worked well.
• Steel tubes supply from China is shrinking.
• Hence the discounting factor while selling the products has went away.

The Tycoon Mindset
@tycoonmindset05

Warren Buffet & Charlie Munger's wisdom on

- LTCM
- Circle of Competence (Q by @MohnishPabrai )
- Buy & Hold Strategy

Berskhire Hathaway AGM: 1999

@suru27 @ParikPatelCFA @ashishkila @ravidharamshi77 @_kirand @gauravgsgs @blitzkreigm @PuneetK009 @_anshulkhare

🧵👇

#investing

1). On LTCM:

Munger: What was interesting was how talented they were and then also got in so much trouble. It also demonstrates general system of finance involving derivatives is irresponsible.

Warren: Here you had extremely experienced people operating with their own money.

• They went broke. Why do people risk losing something very important to gain something that’s totally unimportant? The added money has no utility whatsoever.

If almost impossible to go broke without borrowed money being in the equation. No gain is good enough when there is no gain to offset the risk of loss.

2. Estimating Company’s IV

Warren: Investment is process of putting money today to get more money back in the future. The question is how far in the future, how much money and what is the appropriate discount rate to take it back to the present day and determine how much to pay?

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The Tycoon Mindset
@tycoonmindset05

Neuland Laboratories concall was today at 5:00 PM

@unseenvalue @darshanvmehta1 @drprashantmish6 @punitbansal14 @suru27 @rdkriplani

Hope customer book of Neuland to remain as booked and full just like today's conference call😂

Here are the Key takeaways from the earning call👇

Business Updates:
• Price growth drivers were Levetiracetam and Mirtazapine.
• Commercialization of Unit 3 has begun and 2 API have been shipped in.
• Neuland has filed Donepezil based with USDFA.

Q from @unseenvalue sir: Growth opportunity in Peptide (esp. on generic)

• Involved in many molecule discovery in generic side
• Co. has seen value on generic capacity, GDS being continuous play for the company
• Co. may have partnership for generic side of business as well.

NCE Buinssess:

• Portfolio of PMS project has mix of both orphan and convectional drugs.
• Few molecules of NCE has started generating revenue and benefits of those molecule will be discovered in future.

CMS Buinsess:
• Most of the molecules in pipeline has been increased and some are even in commercialization.
• New business momentum continues to remain strong, and lot of business are attracted through referral business.
• More focus remains on the quality of the molecules.

The Tycoon Mindset
@tycoonmindset05

Farm Bill: EXPLAINED! [ITC Ltd. initiative of E-Chaupal]

@dmuthuk @nsitharamanoffc @shyamsek @Capital_Artist @amey_candor @arpit971

(Blog & a Summarized

Govt. of India recently passed 3 Farm bills relating to Agriculture sector to bring speedy reforms in Agriculture.
To attract more private investments from the big FMCGs like ITC [E-Choupal] and doubling Farmers income by 2022.

1. Farmers’ produce Trade & commerce (Promotion and Facilitation Act), 2020.

- This Act allows farmers to sell their crops to any trader not necessarily to APMC. Before farmers used to sell at APMC but now it can sell it to anyone.

- This Act will create an ecosystem where the farmers and traders will enjoy freedom of choice of sale and purchase of agriculture.

- It will also promote barrier free inter-state & intra-state trade and commerce outside the physical premises of market notified under state APLM

Clarifications on this act
- Procurement at MSP will continue. Farmers can even sell to the government.
- Mandi will not stop functioning
- E-NAM will continue.

The Tycoon Mindset
@tycoonmindset05

Greenpanel Industries conducted their earnings con-call today at 4:00 pm

"One of the major MDF player in India"

Here are the key highlights of the call 😀👇

@varinder_bansal @nid_rockz

- MDF segment has margin of 24% during the quarter. There was price hike during the quarter as some raw material prices also went up. Company is planning 200 bps improvement in margins

- The current quarter looks good so the company is planning for 100 percent to 110 percent capacity utilization for both plants.

- The company have divided forex loss in 2 parts: 7 crore in interest and 1 crore above EBITDA.

- Company have sold out some assets of subsidiaries and also faced operational loss which can be experienced again.

- Exports market: Anti dumping which was announced couple of weeks back has been confirmed by the government. This will improve the margins.

- Capex of 55 crore. One part of the capex is for increasing capacity by adding additional machinery at the existing plants. The second part of the capex is for reducing the cost of operation.

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Nick Hinton
@NickHintonn

A Conspiracy Thread: The Sentient World Simulation

In 2007, the Department of Defense worked with researchers at Purdue University to create SEAS, or the Synthetic Environment for Analysis and Simulations. SEAS uses data from the internet to create realistically detailed models of the world which are used to predict the future.

We’re told SEAS is now capable of running real-time simulations of up to 62 nations and that it’s been used by Fortune 500 companies for strategic planning, or in other words, manipulating the market. Nevertheless, there are plans to turn SEAS into something even more advanced.

Developers say their goal is to turn SEAS into a Sentient World Simulation, or a “continuously running, continually updated mirror model of the real world.” However, some conspiracy theorists claim the SWS is already live and running inside a network of quantum computers.

Researchers like Seth Lloyd have suggested that the entire universe could be simulated inside a quantum computer. According to Geordie Rose, the co-founder of D-Wave Systems, a company that creates these machines, they can even tap into parallel worlds and other dimensions.

Stephen Wolfe
@PerfInjust

Thread:
I'm thinking about Tim Keller's influence.

There is the curious fact that Keller is well-regarded among the culture elite (or at least has not suffered the sort of vilification one might expect given his influence). How can we explain this?

Looking at Prodigal God and other writings, you see that his approach to urban ministry is deeply political in a way that appeals to Democrat-heavy cities. It involves two moves:

1) equalizing sins: elevating the sin of hypocrisy, "moralism," and "religion" (the sins of "conservatives") and equating these with the sins tolerated among liberal (e.g., homosexuality)
&
2) emphasizing "self-righteousness" as a sort of chief sin (the sin of "red states").

Keller effectively downplays the sins that liberals tolerate while elevating the sins of their political enemies, the red state conservatives.

But the greatest appeal to liberals is that critiquing the "self-righteous" vilifies political action, particularly the action of social conservatives (e.g., anti-gay marriage). And the equalization of sins eases concerns over changes in social policy (e.g., gay marriage).

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Ary Serpa Neto
@a_serpaneto

The #RELAx trial has been published today in @JAMA. It was coordinated by Anna Algera. This thread is to explain the rationale, what we did, the findings and the meaning.
The rationale of #RELAx is based on the following

First, there is NO adequate evidence on the level of PEEP in non-ARDS patients. Most of the studies are old, conducted in post-surgical patients (short-term ventilation), and were not powered to detect differences in patient-centered

Second, despite the absence of evidence, the levels of PEEP used in non-ARDS patients increased over years, from 5 to 7/8 cmH2O, probably as a reflection of studies and practice in ARDS

Third, one IPDM showed that higher levels of PEEP could benefit more severe ARDS patients. However, opposite trends (higher mortality and longer ventilation) were found in mild ARDS with higher PEEP (despite not powered to be statistically

Fourth, most of the weaning protocols include PEEP ≤ 5 cmH2O as a criterion for readiness to wean. Theoretically, a standardized liberal strategy of higher PEEP could delay weaning in some

Nyx
@Nix_468

Ashtangha Yoga or the eight limbs of Yoga-

Many people think Yoga is just an Indian physical exercise but that's wrong. Yoga is a way to connect with the Supreme in Hinduism and attain Moksha(liberation).
The proper yoga as described in Hindu scriptures consists of 8 limbs:

1) Yamas- They are the 5 ethical rules of Hinduism. The 5 Yamas are:
i) Ahimsa: Nonviolence (this also includes not eating meat)
ii) Satya: truthfulness
iii) Asteya: non-stealing
iv) Brahmacharya: chastity, sexual restraint
v) Aparigraha: non-avarice, non-possessiveness

2) Niyamas- They are the 5 "do's". The five Niyamas are:
i) Shaucha: purity of mind, speech and body
ii) Santosha: contentment
iii) Tapas: austerity, self-discipline
iv) Svadhyaya: study of Vedas(Holy books of Hindus)
v) Ishvarapranidhana: contemplation of the Ishvara (God)

3) Aasana or the physical yoga-
Asana is a posture that one can hold for a period of time, staying relaxed, steady, comfortable and motionless. The aasana postures are believed to have been given by Mahadeva (Hindu God) himself. Hatha Yoga Pradipika mentions 84 aasanas.

AutisticSciencePerson
@AutSciPerson

Me: Made a thread about how people don't understand hyperacusis and give advice that obviously I've already tried.

This person only a few tweets into the thread:

I only tweeted this because, like it or not, this is the general population's reaction to me talking about hyperacusis.

Similar replies happened when there was the whole "not clapping" article regarding Cambridge.

They're so quick to label disabilities as not real disabilities.

It's important to remember this when people may ask why we've never talked about this before, or why it's not talked about a lot.

Most people don't talk about their hyperacusis because if they do, people respond like this. So most of the time, honestly it's easier to say nothing

Yes I am petty enough to add screenshots of this toxicity to this thread:

Asking for accessibility is "pathetic." /s : )

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They are worthless if they remain ideas and if you don't overcome the challenges in building them, so feel free to copy / tweak / implement them!
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Better: use one and make a MVP during the #24hrstartup challenge!

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Joshua Hawley, Missouri's Junior Senator, is an autocrat in waiting.

His arrogance and ambition prohibit any allegiance to morality or character.

Thus far, his plan to seize the presidency has fallen into place.

An explanation in photographs.

🧵

Joshua grew up in the next town over from mine, in Lexington, Missouri. A a teenager he wrote a column for the local paper, where he perfected his political condescension.

2/

By the time he reached high-school, however, he attended an elite private high-school 60 miles away in Kansas City.

This is a piece of his history he works to erase as he builds up his counterfeit image as a rural farm boy from a small town who grew up farming.

3/

After graduating from Rockhurst High School, he attended Stanford University where he wrote for the Stanford Review--a libertarian publication founded by Peter Thiel..

4/

(Full Link: https://t.co/zixs1HazLk)

Hawley's writing during his early 20s reveals that he wished for the curriculum at Stanford and other "liberal institutions" to change and to incorporate more conservative moral values.

This led him to create the "Freedom Forum."

5/

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libertyandjusticeforal...
@Mark923to25

1. #Qanon told us that Saudi Arabia is a central piece of the puzzle in taking out the Deep State...we are watching the Deep State attempt to remove Crown Prince MBS and disrupt Pres Trump's administration's ties with MBS and the "new" Saudi/US coalition. Early in his admin,

2....@Potus sent Jared Kushner (JK) to SA on an undisclosed trip and told King Salman that business as usual was over, and if he wanted Pres Trump's support, Prince Alwaleed would have to be divested of $ and power; Alwaleed is one of top Deep State $ men and was tied to HRC.

3. @Potus knew that before he could begin cleansing the US and the rest of the world of the DS, he would have to cut one of the financial head's off the snake (Alwaleed). After JK met w/ King Salman, Alwaleed was arrested and divested of billions; MBS became leader of SA.

4. SA loves Pres Trump because he's a man of his word; SA could not trust Hussein or Clintons because they use SA for oil and leverage; SA has many factions, but essentially you have the new and upcoming SA that is attempting to modernize through Crown Prince MBS, and then you

5...have the old guard represented by Alwaleed who was one of the Deep State financial heads and loyal to the DS more than SA; SA knew Hussein was financing Iran to hold western world hostage, and SA was caught in middle of Deep State black mail; this is why @Potus was celebrated

s. e. smith
@sesmith

Oh are we talking about Sheryl Sandberg again? Well, your reminder that disabled feminists, LGBQT feminists, and feminists of color criticised her ‘lean in’ deal from day one. Don’t let anyone retcon that out of existence.

Like, a pretty narrow slice of feminists actually endorse and support corporate feminism, they’re just white, nondisabled, straight, cis, and noisy so their voices have a bigger reach.

So if your impression is that ‘feminism’ gave her a ‘free pass’ maybe you should question your overall impression of feminism rather than continuing to centre a handful of people as ‘thought leaders’ or whatever.

Critics within feminism have been doing this work for a long time and have been getting shat on it for about as long and I'm tired of seeing them erased. But what do I know — I am, after all, not a feminist.

But I WILL say, from my not-a-feminist perspective, that people who aren’t feminists who are criticising feminism should maybe understand the movement more deeply beyond a handful of high profile celebrity feminists.

$Justin Mikolay \U0001f4bb$

Justin Mikolay 💻...
@jmikolay

A distillation of what @naval said on Clubhouse last night:

What you call chaos I call spontaneity.

A regimented life is like a heartbeat that's non-chaotic; it's a system that’s too ordered. It doesn't have any life to it. And real life has lots of ups and downs, some of them very extreme.

I over-plan, but planning is pretty useless. What tends to dominant life are a small number of Black Swan events in both directions, positive and negative.

Expose yourself to asymmetric upside and lots of good options: things that can become massively important for you.

And you want to avoid the asymmetric downside: anything that can end the game, whether it's through financial ruin, or reputational ruin, or physical ruin.

That requires a certain amount of chaos and spontaneity.

If nothing else, 2020 taught the power of optionality.

We think about planning as linear and controlled, but that's not how the world around us works anymore.

The world is dominated by nonlinearities, so understanding options value is far more important.