In hindsight this is how a gruesome business would look like ::
Pricing power
Sticky and mandatory consumption
30-35% ROCE once optimal capacity utilisation is reached and asset has depreciated
170x stock returns excluding dividends over 25 years
D: I’ve been averaging up
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Top 5
The Almanack of Naval Ravikant
The Psychology of Money
The Wealth of common sense
Masterclass with super investors
100 Baggers
The Almanack of Naval Ravikant
The Psychology of Money
The Wealth of common sense
Masterclass with super investors
100 Baggers
Which are the books in your re-read list?
— Investment Books (@InvestmentBook1) October 8, 2021
Mine as Follows \U0001f447
The Psychology of Money
The Wealth of common sense
100 Baggers
Once upon a wall street
Masterclass with super investors
Atomic Habits
Richer, Wiser, Happier
When we put a high multiple to sales, the most important thing to worry about is - what could disrupt those cash flows. A lower multiple to sales (like a 1x or 2x) justifies Yo-Yo cyclicality and 10x sales implies relatively stable gross margins, cash flow and business economics.
It's amazing \U0001f60a 25% NP
— Avinash (@Aviral_Bharat) February 17, 2022
$8b revenue
$2b Profit
$92b MCap
At 11 times revenue, it seems to be cheap compared to\U0001f609
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@SarvpriyaGupta @unseenvalue Here you
My 15 small and mid sized pharma for 15Y
— Sajal Kapoor (@unseenvalue) December 20, 2019
\u26a0\ufe0f~5 can go bust (0)
No trading. No questions. Your money. Your conviction. Your due diligence!
Albert David
DCAL
FDC
Indoco
JB Pharma
Jubilant Life
Laurus
Natco
Neuland
RPG Life
SeQuent
SMS Pharma
Solara
Strides
Syngene
| Pharma \U0001f489\U0001f48a