Most Indian businesses are locally competitive. You take them outside India, and they struggle. Very few businesses (IT, Pharma/API, Chemicals/CDMO) are fit to compete and beat global competition. These rare gems tend to survive over long time periods and thrive over all cycles.
More from Sajal Kapoor
Tail-events generate the biggest panic and upside. If you survive the panic w/o jumping off the train, you deserve the 100x in few stocks.
Temperament + Business Analysis = ⤴️
@unseenvalue Hats off Sir. I compared an equal weighted portfolio of your stocks above to the 2 Coffee Can stocks Abbott & Divis and your portfolio has delivered significant upside since then
— ML4TradingDoctor (@DrKRIndia) May 16, 2021
Key has to be conviction and equal weighting pic.twitter.com/6dJ1LDMSYr
Technology is enabling new ways of credibly accessing medical knowledge via smart phones / tablets.
— Conviction | Patience (@unseenvalue) November 8, 2018
Android, iOS have > 5k health / fitness apps like @Medscape, pointing to a future where the Tech. drives a part of medical knowledge and therapeutic guidance instead of a Doctor!
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THE WINNERS OF THE 24 HOUR STARTUP CHALLENGE
Remember, this money is just fun. If you launched a product (or even attempted a launch) - you did something worth MUCH more than $1,000.
#24hrstartup
The winners 👇
#10
Lattes For Change - Skip a latte and save a life.
https://t.co/M75RAirZzs
@frantzfries built a platform where you can see how skipping your morning latte could do for the world.
A great product for a great cause.
Congrats Chris on winning $250!
#9
Instaland - Create amazing landing pages for your followers.
https://t.co/5KkveJTAsy
A team project! @bpmct and @BaileyPumfleet built a tool for social media influencers to create simple "swipe up" landing pages for followers.
Really impressive for 24 hours. Congrats!
#8
SayHenlo - Chat without distractions
https://t.co/og0B7gmkW6
Built by @DaltonEdwards, it's a platform for combatting conversation overload. This product was also coded exclusively from an iPad 😲
Dalton is a beast. I'm so excited he placed in the top 10.
#7
CoderStory - Learn to code from developers across the globe!
https://t.co/86Ay6nF4AY
Built by @jesswallaceuk, the project is focused on highlighting the experience of developers and people learning to code.
I wish this existed when I learned to code! Congrats on $250!!
One of the oddest features of the Labour tax row is how raising allowances, which the media allowed the LDs to describe as progressive (in spite of evidence to contrary) through the coalition years, is now seen by everyone as very right wing
— Tom Clark (@prospect_clark) November 2, 2018
Corbyn opposes the exploitation of foreign sweatshop-workers - Labour MPs complain he's like Nigel
He speaks up in defence of migrants - Labour MPs whinge that he's not listening to the public's very real concerns about immigration:
He's wrong to prioritise Labour Party members over the public:
He's wrong to prioritise the public over Labour Party