Only 1 hospital chain has these all packed in to 1 entity, IMHO. That chain also is the only chain in the world that trades near 1x replacement cost. But how can we buy it? It makes losses! -ve RoE!! Doesn't appear in quant filters, ignored due to RoE = Moat rhetoric. PAT is God.

How many hospitals in India have globally comparable healthcare quality and high end molecular diagnostics, genomics diagnostics, AI/ML, Robotics for timely, accurate diagnosis and best possible prognosis, treatment at affordable cost?

Any thoughts @tusharbohra @AdityaKhemka5 https://t.co/6Mhpu5Dru1
— Sajal Kapoor (@unseenvalue) June 21, 2021

More from Uvlearnings

Sajal Kapoor
@unseenvalue

Domestic pharma's Acute was disrupted in FY21 due to Covid and most businesses are sitting on a low FY21 base. They can grow handsomely not only this fiscal, but also medium to long term. If a debt-free businesses can do 20-25% ROCE despite Covid, what can be the FY23e EV/Sales?

Conviction | Patience
@unseenvalue

Paraphrasing @tusharbohra on @IIC_Conference today ::

"If 10 commodity companies are doing capex at the same time, it signals a peak. If 10 companies in Chemicals/API/Pharma are doing capex in different products at the same time - it probably signals the start of a New Era" 🇮🇳🇮🇳

Conviction | Patience
@unseenvalue

H was always unseen in S2NL :)

Those who exited at 1500 needed money. They can always come back near 969. Those who exited at 230 also needed money. They can come back near 95.

Those who sold L @ 660 can always come back at 360. Those who sold S last week can be back @ 301

Sir, Log yahan.. 13 days patience nhi rakh sakte aur aap 2013 ki baat kar rahe ho. Even Aap Ready made portfolio banakar bhi de do to bhi wo 1 month me hi EXIT kar denge \U0001f602

Neuland 2700 se 1500 & Sequent 330 to 230 kya huwa.. 99% retailers/investors twitter par charcha n EXIT\U0001f602
— BhavinKhengarSuratGujarat (@IntradayWithBRK) September 19, 2021

Sajal Kapoor
@unseenvalue

Not all chemicals companies are expensive today. I’d screen those where current EV/Sales is in 3-5x range and more importantly where the capex is set to unfold that should improve ROE, ROCE and EV/Sales. It’s more about the individual business cycle leading to earnings growth …

Sajal Kapoor
@unseenvalue

Indian Investing Conclave CDMO/API was free (short registration for access needed)

https://t.co/9XwKv9L3Bp

Lately there have been various rumours in the media about myself and Jumbo in relation to Williams. To clarify things, Jumbo is not and will not invest any money in my career. 1/2

Of course we’re collectively looking at career opportunities, however this is certainly not our philosophy and strategy. I hope to announce my future plans soon, be patient 😉 2/2

$Liz (Welsh) Beechinor \U0001f605$

Liz (Welsh) Beechinor ...
@LizTweetsTech

My dad led an organization of over 300,000 employees.

When I took on my biggest marketing & events team to date (35 employees) I asked him how the *heck* he did it. Here's what he said and what helped me every day. 🧵

Remember you're leading all the employees under you, but you're not *managing* them all. You're managing your direct reports, which should be 5-7 individuals max. Focus on them.

When you interact with the employees you don't manage directly, get to know them as people first, that'll be the most valuable information in leading them. Remembering everything you learn about them is hard, but doing so will make you a superhero.

If you're not going to empower the managers under you, why do you have them? If you see room for improvement, let the manager know and let them make the change on their teams and come to you with questions/concerns. This will save you SO much time.

If you're the smartest person in any room - you're doing it wrong. As a leader, your job is bringing together the best people to get the job done - your skillset is identifying those people, not being one of them.

KrishnaLeela
@Talesofkrishna

🌿𝑻𝒉𝒆 𝒔𝒕𝒐𝒓𝒚 𝒐𝒇 𝒂 𝑺𝒕𝒂𝒓 : 𝑫𝒉𝒓𝒖𝒗𝒂 & 𝑽𝒊𝒔𝒉𝒏𝒖

Once upon a time there was a Raja named Uttānapāda born of Svayambhuva Manu,1st man on earth.He had 2 beautiful wives - Suniti & Suruchi & two sons were born of them Dhruva & Uttama respectively.
#talesofkrishna https://t.co/E85MTPkF9W

Prabhu says i reside in the heart of my bhakt.

Guess the event. pic.twitter.com/yFUmbfe5KL
— Right Singh (@rightwingchora) December 21, 2020

Now Suniti was the daughter of a tribal chief while Suruchi was the daughter of a rich king. Hence Suruchi was always favored the most by Raja while Suniti was ignored. But while Suniti was gentle & kind hearted by nature Suruchi was venomous inside.
#KrishnaLeela

The story is of a time when ideally the eldest son of the king becomes the heir to the throne. Hence the sinhasan of the Raja belonged to Dhruva.This is why Suruchi who was the 2nd wife nourished poison in her heart for Dhruva as she knew her son will never get the throne.

One day when Dhruva was just 5 years old he went on to sit on his father's lap. Suruchi, the jealous queen, got enraged and shoved him away from Raja as she never wanted Raja to shower Dhruva with his fatherly affection.

Dhruva protested questioning his step mother "why can't i sit on my own father's lap?" A furious Suruchi berated him saying "only God can allow him that privilege. Go ask him"