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The Tycoon Mindset
@tycoonmindset05 5 years, 6 months ago 907 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

Zurich axioms - A book on Risk taking, by Max Gunther

@safiranand @jposhaughnessy @Vivek_Investor @BalakrishnanR @Covel @shyamsek @_anshulkhare

#investing
#Bookthread 👇🧵

Switzerland, a country with no strategic or geographical advantage, became the world’s banker by learning how to manage risk and facing it head on.

Zurich axioms are simple rules in order to learn about betting to win.

The First Major Axiom:
ON RISK

- Life is an adventure. In order to experience life to its full potential one has to take meaningful risk.. All Investments are speculation. Some people accept it. some don’t.
Always play for meaningful stakes.

- An investment with a small stake would not incur significant loss but will not generate any significant gain too. It should also not be so huge that loss would bankrupt a person.

- Resist the allure of diversification. The more one diversifies, the smaller the speculation gets. Through diversification all the losses and gains are likely to cancel out and no sizable difference is made.

The Tycoon Mindset
@tycoonmindset05

Solara Active Pharma Science con call was today at 3:30 PM.

@Gautam__Baid @unseenvalue @drprashantmish6 @rdkriplani

Here are the key takeaways of the call. 👇🧵

Business Updates:

• Speed of filing products has been increased. Filed 5 new DMFs – 3 in US and 2 in EU
• Currently ramping up the facility in VIZAG with strong customer attraction, and will be commercialized as planned in Q3
• VIZAG EBIDTA growth guidance changed to 40%+ YoY

• Growth Driver: Broad based growth in other products and Vizag.

• PLI: Company has filed Mysore for PLI scheme for 1 molecule.

• Technology: Company is about to complete its 2 out of 3 technology, which will enhance efficiency for Solara.

Demand in some of sectors is moderated:
• Mgmt expected moderation in demand, hence company has taken necessary steps for those products.

Gross Margins:
• It was down a bit due to product mix however.

Fiscal 2022:
• Solara has grown in regulated market space.
• Vizag will kick in. CRAMS will support tailwind.
• Most of the CRAMS is commercial API.

• Most of the product is expected to be stable both in term of demand and price in the coming few quarter

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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.

The Tycoon Mindset
@tycoonmindset05

How Amazon makes money?

[ Amazon's business model decoded😃]

@dmuthuk @unseenvalue @FI_InvestIndia @Vivek_Investor @drprashantmish6 @caniravkaria

🧵👇

1/ A person named Jeffery earns 100 dollars per month and has an expenditure of 120 dollars monthly. He has a very good reputation in the society. So, he takes a loan of 1k dollars for a month and this 1k cash is invested in new business ventures.

2/ For the next month, he pays his liability back by taking a loan from another person for 1.5k dollars. The loan of 1k is paid back and the remaining 500 dollars are invested in another business venture.

3/ By the end of the month, he earns 150 dollars through his old and new business ventures but has a total expenditure of 200 dollars. He again is in a deficit of 50 dollars. To pay back his 1.5k dollar loan, he takes a loan for 2k dollars

4/ This cycle goes on and on. Jeffery keeps on taking bigger loans to repay the previous loan and the leftover extra loan is invested in bigger ventures which produce more expense than income.

The Tycoon Mindset
@tycoonmindset05

Saregama concall was today at 4:00 PM

"Target to purchase 20% of the new music this year for the next 30 year"

Here are the key highlights of the call 😀👇

Business Updates:
• There has been slow and steady growth and the industry is slowly coming out of Covid.
• Entertainment and Education has seeing a good growth in digitization.
• Saregama is in a good position to take the advantage of the digitization.

• Cost has been tightened over the past 2 quarter.
• Company debt company last year, has been reduced a lot.

Growth Driver:
• Primary driver for the 24% sales growth is the Carvaan sales and the music right.

Plan of purchasing music right

• Company had a plan of buying a music right of the last music in order to have long term sustainibility in order to tap the current you in future.
• This was stopped due to Covid.

Conti.

• However now that company is having good gains, company is continuously buying the music right. Hence the purchase of the rights and content will be higher in the next 12 months.
• 4 Bollywood films and 8 Tollywood films.
Conti.

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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).

Olumuyiwa Igbalajobi, ...
@olumuyiwaayo

Public Health Scholarships

This may help for those considering MS/PhD in Public Health

1. The Erasmus Mundus Joint Master Degree in Public Health in Disasters
https://t.co/1Z5qpstsSu

2. Afya Bora Global Health

3. Carl Duisberg Scholarships

https://t.co/HnNXdbWBxy

4. Commonwealth Scholarships for Developing Countries

https://t.co/3fWGf5b2OH

5. Fellowships in Public Health & Tropical

6. Fellowships to Promote Mental Health Journalism

https://t.co/MVV9PFsBJ1

7. 2021-22 Jeroen Ensink Memorial Fund

8. Paul S. Lietman Global Travel Grant for Residents & Fellows

https://t.co/qK76R495QT

9. Global Health Internships and Funding

https://t.co/FD9Gh2wXvO

10. Kofi Annan Global Health Leadership

11. MA in European Public Health

https://t.co/5x0Vr7b1j8

12. MSc in Public Health Scholarships - Maastricht University,

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Gregg Gonsalves
@gregggonsalves

I think @SamAdlerBell in his quest to be the contrarian on Fauci gets several things wrong here. 1/

https://t.co/R614tMby1j
— Matthew Yglesias (@mattyglesias) January 30, 2021

First, the failure last year actually was driven by the White House, the #Trump inner circle. Watch what's happening now, the US' scientific and public health infrastructure is creaking back to life. 2/

I think Sam underestimates the decimation of many of our health agencies over the past four years and the establishment of ideological control over them during the pandemic. 3/

I also am puzzled why Tony gets the blame for not speaking up, etc. Robert Redfield, Brett Giroir, Deb Birx, Jerome Adams, Alex Azar all could have done the same. 4/

Several of these people Bob Redfield, Brett Giroir, Alex Azar were led by craven ambition, Jerome Adams by cowardice, but I do think Deb Birx and Tony tried as institutionalists, insiders to make a difference. 5/

Rebecca Fitzgerald Lab
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Here is a tweetorial from our latest publication in @Annals_Oncology about longitudinal tracking of esophageal adenocarcinoma. #OesophagealCancer #EsophagealCancer https://t.co/QWvrzBXmK7 1/8

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Peripheral blood cell samples were also sequenced for 78/97 patients. CHIP mutations were identified in 23% of cases, longitudinal tracking of CHIP variants suggested these variants were dynamic over time. 4/8

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Manish Dhawan.
@mysticfuture

Spoke with my neighbour. A type 2 diabetic on medications and realized even now there is so much ignorance on this subject. I have done extensive research on this subject (was forced 2 after being diagnosed)

Here sharing it with you all. retweet it, it may save someone's life.

My Neighbour said his hba1c is 7. Everything is fine, he just needs to bring it below 6.9 and he would be fine.
That is just baloney! anything more than 5.6 will result in all kind of complications (Kidney failure,retina failure (blindness) amputations& heart attack etc etc

When i told him the benifits of intermittent fasting and fasting, My neighbour Nitin said, I cannot fast as doctor said i need to eat 5 -6 times a day.

FACT: If you are NOT on any insulin enhancing drugs. you can fast as much as you want. (metformin is OK)

to which he said These drugs r permanent & progressive, you can never stop using them.
FACT: if you can change your diet, you can change your sugar and insulin levels and no longer need these drugs. (advise not aplicable to type 1 diabetics, they wud always need insulin injection

Diet, I am on diet precribed by WHO.
FACT: Fuck WHO, and don't eat carbohydrates. infact another name of diabetes is carb intolerance. You can never acheive 5.6 or lower while eating your rice and roti.

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Steve Stewart-Williams
@SteveStuWill

THREAD: 12 Things Everyone Should Know About IQ

1. IQ is one of the most heritable psychological traits – that is, individual differences in IQ are strongly associated with individual differences in genes (at least in fairly typical modern environments). https://t.co/3XxzW9bxLE

2. The heritability of IQ *increases* from childhood to adulthood. Meanwhile, the effect of the shared environment largely fades away. In other words, when it comes to IQ, nature becomes more important as we get older, nurture less. https://t.co/UqtS1lpw3n

3. IQ scores have been increasing for the last century or so, a phenomenon known as the Flynn effect. https://t.co/sCZvCst3hw (N ≈ 4 million)

(Note that the Flynn effect shows that IQ isn't 100% genetic; it doesn't show that it's 100% environmental.)

4. IQ predicts many important real world outcomes.

For example, though far from perfect, IQ is the single-best predictor of job performance we have – much better than Emotional Intelligence, the Big Five, Grit, etc. https://t.co/rKUgKDAAVx https://t.co/DWbVI8QSU3

5. Higher IQ is associated with a lower risk of death from most causes, including cardiovascular disease, respiratory disease, most forms of cancer, homicide, suicide, and accident. https://t.co/PJjGNyeQRA (N = 728,160)

Suhas S. Hardutt
@HarduttSuhas

WHEN GH0RI TOOK TO HIS HEELS WHILST FIGHTING A HINDU QUEEN

THE BATTLE OF KASAHRADA (Kayadara)
1178 AD

Strategy! Bravado! Glory!

(Thread)

The narrative set by left historians about one of their favorite poster boys "Gh0ri" is that he went unchallenged upon entering the Indian subcontinent with one king falling after another.(1)

They conveniently deleted this event. Why? An agenda aimed at making us feel weak and inferior against the invaders in an attempt to glorify them. Simple strategy: To destroy a civilization tamper their history.(2)

Gh0ri defeated Prithviraj Chauhan at the 2nd Battle of Tarain in 1192 and laid the foundation of Delhi Sultanate. What is not well known is the fact that 14 years before he won this battle, he was defeated by the queen of Gujarat "Naiki Devi"!(3)

In 1173 Md Gh0ri had conquered the Ghaznavids in Afghanistan. A ruthless, persistent and deceptive Gh0ri was successful in conducting massive raids deep inside Indian territory.(4)

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Brittany Packnett
@MsPackyetti

We should stop confusing what someone was doing when we became aware of them with all they are capable of, interested in, or ever hope to be

Let folks have their many talents, interests and gifts. Life is far more fun with variety, loves.

A lot of folks have come to know me as an activist & I’m grateful that folks care to know me at all.

But I wasn’t born in 2014. I was a whole teacher, executive, policy person, speaker, arts and culture lover, reader, writer, woman of faith, fashion and more before 4 yrs ago 🤷🏾‍♀️

We rightfully complain that marginalized people are not allowed to be fully human.

But we internalize and transfer our oppression daily. It’s a smog. We all breathe it in & act it out.

And then tell WoC “girl ain’t you supposed to be a _______? Why you doing ____?”

Can I live?

And don’t go reading anything personal into this-this isn’t about me necessarily and it’s no subtweet (I try hard not to do that.)

I’ve just been observing that behavior more and more lately. Especially when it comes to marginalized folks.

Evolution should be our aspiration.

“Can’t knock the hustle” should be our anthem.

As long as someone isn’t bringing active and continual harm, why can’t they explore their many sides?

Sahil
@sahilypatel

A list of cool websites you might now know about

A thread 🧵

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2) Grad Speeches - Discover the best commencement speeches.

This website is made by me

3) What does the Internet Think - Find out what the internet thinks about anything

4) https://t.co/vuhT6jVItx - Send notes that will self-destruct after being read.

Patrick McKenzie
@patio11

Most software founders, particularly in B2B, need to get radically better at sales. @Steli , who is the best person for explaining the scrappy stages in the beginning and then building out a team with scripts and processes, wrote a guide to:

For technical founders it is irrationally, obscenely hard to reverse years of programming (ba dum bum) that sales is a value-destroying activity. Sales is CLEARLY a value-creating activity, contingent on you have a value-creating product.

The world will not drop what they are doing to adopt your work. This is particularly true in B2B, where simply building a better mousetrap won't overcome the activation energy required to get people with additional non-mice problems to prioritize changing mousetraps today.

This is very non-obvious for founders because founders are not often people who *want* to be sold to. We often come from a background where trying out tools is a bit of a fun hobby. We like looking at all the options, making charts, and ripping out partially complete tests.

"This week I unsuccessfully trialed four software options for automating that thing that has been killing us. Our actual production process remains the same as last week. Don't worry; this was a great use of time." is not a thing you want to write in a progress report to manager.