Conviction | Patience
Asian Paints is the TCS of 'Home Improvement' space
Think in terms of ::
- Sustainability of Leadership over decades
- Sustainability of Consumption Megatrend
- Sustainability of CFO and Governance
- Quality of Balance Sheet
Rather than absolute MCap
Conviction | Patience
— Sajal Kapoor (@unseenvalue) December 30, 2019
TCS of CDMO in the making over the next 15Y \U0001f1ee\U0001f1f3
Compounding @ 25% since the IPO.
Syngene | Revisit 2030-2040 https://t.co/PHd8UEod5X
More from Sajal Kapoor
#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
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
![](https://pbs.twimg.com/media/E8hqg1wXMAES66g.jpg)
@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