One of the most unique managements who have taken bold bets in the past which have paid off. How will the future pan out?
To read about the business and the opportunities🔗|Natco Pharma Chasing optionalities: https://t.co/LBqehxpiAa
by @Ankush__Agrawal
More from Intrinsic Compounding
More from Uvlearnings
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
3rd time for me personally
Every sector (Manufacturing, Textiles, Foods, Consumer Products, Materials & Renewable Chemicals, Life Sciences and so on will be impacted by Bioeconomy. Must study ... !)
— Conviction | Patience (@unseenvalue) July 28, 2021
Industry 5.0 Vision 2 \U0001f9ec @soicfinance
[Explained from timestamp 2:41:38 onwards]https://t.co/qgXiH9PdBH
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
Waiting for business to perform before i share more as too much talking is deemed 'pump and dump' by the elite Twitter activists (who have to pay their advisory staff's salary and bills - so free knowledge sharing hurts their interests)
#Biotechnology
@unseenvalue mentioned this in his seminar https://t.co/kGS9jHuBYx
— Sishya of Highly Respected Sunaka (@JpackJack) June 19, 2021