Wasn’t easy to book losses in this #Antibiotics business after waiting for 4 long years. Was even more difficult re-entering the same business after few months when @punitbansal14 broke the news of a major yield improvement and slew of R&D filings across the Antibiotics spectrum!

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#SeQuent_2 was my 3rd and final warning ⚠️
Long story short :: If you follow someone - make sure you do actually 'follow' ...
When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏
Long story short :: If you follow someone - make sure you do actually 'follow' ...
When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏
Stock traded at 336.50 on 29 June. #Oversmart money was looking at limit-up closing followed by a next day gap up opening to make an annualized CAGR of 5000%
— Conviction | Patience (@unseenvalue) June 30, 2021
Animal spirits! - Lag Gaye \U0001f606 https://t.co/Cew044YHmK
More from Uvlearnings
1. Listen to various competitors
2. Put your neck on the line (invest your hard earned capital - experience comes by paying tuition fee)
3. Read non-investing books as well (Psychology, history, biographies or whatever non-fiction you like)
4. Read this :
https://t.co/6z3HvtKakL
2. Put your neck on the line (invest your hard earned capital - experience comes by paying tuition fee)
3. Read non-investing books as well (Psychology, history, biographies or whatever non-fiction you like)
4. Read this :
https://t.co/6z3HvtKakL
How to augment your Sector knowledge? Follow these 5 points \U0001f447
— Conviction | Patience (@unseenvalue) May 18, 2019
1. The Five Rules For Successful Stock Investing by Pat Dorsey
2. Con Calls - as many as you can in that sector
3. Annual Reports - as many as you can in that sector
4. Interact with trade/channel partners
5. AGMs pic.twitter.com/2ZOx3nkC4i
You offer me 80% cost arbitrage (discount relative to Japan/EU/US) along with low confidence / assurance on Critical Success Factors and I won't give you a single NCE/NBE to discover, develop or manufacture. Capex/opex arbitrage is too low in the disruptive-science-pecking-order! https://t.co/O2l8dK4BUv

@unseenvalue Given high capex/opex cost structures of US/Japan/EU, how will they be able to compete with Indian API companies? https://t.co/OYhC2PUZpL
— Hiren (@hiren_investing) August 11, 2021