@sahil_vi @AdityaKhemka5 @soicfinance #SeQuent is investing in enhancing the terminal value of the business. This should provide better valuations fresh entry next year. Given the fact that it was 40+ in 2018, even a 400+ by 2028 would mean a very healthy 25-26% CAGR ex dividends.
D: Invested. Add more next year.
More from Sajal Kapoor
5 webinars/conclaves since May 2020 and over 100 stock ideas shared. Still not enough :)
Twitter should be like that airport shuttle service, the moment you walk out (start following someone) - there should be a chauffeur (new stock idea) ready to drive you to your destination!
[Free CDMO Masterclass #18] https://t.co/208eQbYKEF
[Free Art of Investing] https://t.co/bHvUqnpiTE
[Paid IIC Dec 2020 on SeQuent] https://t.co/3iDO438Et9
[Charity fund raise on Unseen Trends in Biotechnology] https://t.co/eNi1x1qwhH
[Q&A on APIs]
Twitter should be like that airport shuttle service, the moment you walk out (start following someone) - there should be a chauffeur (new stock idea) ready to drive you to your destination!
[Free CDMO Masterclass #18] https://t.co/208eQbYKEF
[Free Art of Investing] https://t.co/bHvUqnpiTE
[Paid IIC Dec 2020 on SeQuent] https://t.co/3iDO438Et9
[Charity fund raise on Unseen Trends in Biotechnology] https://t.co/eNi1x1qwhH
[Q&A on APIs]
Many stock specific questions on my DM or otherwise remain unanswered. Have shared my thesis, process/framework over many months and would encourage you all to find your own process that suits your very own genome. Learn to do that hard leg-work. Put that effort. Survive. Thrive.
[Free CDMO Masterclass #18] https://t.co/208eQbYKEF
— Conviction | Patience (@unseenvalue) July 25, 2021
[Free Art of Investing] https://t.co/bHvUqnpiTE
[Paid IIC Dec 2020 on SeQuent] https://t.co/3iDO438Et9
[Charity fund raise on Unseen Trends in Biotechnology] https://t.co/eNi1x1qwhH
[Q&A on APIs] https://t.co/EQGz007a9S
More from Uvlearnings
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?
— Sajal Kapoor (@unseenvalue) June 21, 2021
Any thoughts @tusharbohra @AdityaKhemka5 https://t.co/6Mhpu5Dru1
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Nano Course On Python For Trading
==========================
Module 1
Python makes it very easy to analyze and visualize time series data when you’re a beginner. It's easier when you don't have to install python on your PC (that's why it's a nano course, you'll learn python...
... on the go). You will not be required to install python in your PC but you will be using an amazing python editor, Google Colab Visit https://t.co/EZt0agsdlV
This course is for anyone out there who is confused, frustrated, and just wants this python/finance thing to work!
In Module 1 of this Nano course, we will learn about :
# Using Google Colab
# Importing libraries
# Making a Random Time Series of Black Field Research Stock (fictional)
# Using Google Colab
Intro link is here on YT: https://t.co/MqMSDBaQri
Create a new Notebook at https://t.co/EZt0agsdlV and name it AnythingOfYourChoice.ipynb
You got your notebook ready and now the game is on!
You can add code in these cells and add as many cells as you want
# Importing Libraries
Imports are pretty standard, with a few exceptions.
For the most part, you can import your libraries by running the import.
Type this in the first cell you see. You need not worry about what each of these does, we will understand it later.
==========================
Module 1
Python makes it very easy to analyze and visualize time series data when you’re a beginner. It's easier when you don't have to install python on your PC (that's why it's a nano course, you'll learn python...
... on the go). You will not be required to install python in your PC but you will be using an amazing python editor, Google Colab Visit https://t.co/EZt0agsdlV
This course is for anyone out there who is confused, frustrated, and just wants this python/finance thing to work!
In Module 1 of this Nano course, we will learn about :
# Using Google Colab
# Importing libraries
# Making a Random Time Series of Black Field Research Stock (fictional)
# Using Google Colab
Intro link is here on YT: https://t.co/MqMSDBaQri
Create a new Notebook at https://t.co/EZt0agsdlV and name it AnythingOfYourChoice.ipynb
You got your notebook ready and now the game is on!
You can add code in these cells and add as many cells as you want
# Importing Libraries
Imports are pretty standard, with a few exceptions.
For the most part, you can import your libraries by running the import.
Type this in the first cell you see. You need not worry about what each of these does, we will understand it later.

1/ 👋 Excited to share what we’ve been building at https://t.co/GOQJ7LjQ2t + we are going to tweetstorm our progress every week!
Week 1 highlights: getting shortlisted for YC W2019🤞, acquiring a premium domain💰, meeting Substack's @hamishmckenzie and Stripe CEO @patrickc 🤩
2/ So what is Brew?
brew / bru : / to make (beer, coffee etc.) / verb: begin to develop 🌱
A place for you to enjoy premium content while supporting your favorite creators. Sort of like a ‘Consumer-facing Patreon’ cc @jackconte
(we’re still working on the pitch)
3/ So, why be so transparent? Two words: launch strategy.
jk 😅 a) I loooove doing something consistently for a long period of time b) limited downside and infinite upside (feedback, accountability, reach).
cc @altimor, @pmarca
4/ https://t.co/GOQJ7LjQ2t domain 🍻
It started with a cold email. Guess what? He was using BuyMeACoffee on his blog, and was excited to hear about what we're building next. Within 2w, we signed the deal at @Escrowcom's SF office. You’re a pleasure to work with @MichaelCyger!
5/ @ycombinator's invite for the in-person interview arrived that evening. Quite a day!
Thanks @patio11 for the thoughtful feedback on our YC application, and @gabhubert for your directions on positioning the product — set the tone for our pitch!
Week 1 highlights: getting shortlisted for YC W2019🤞, acquiring a premium domain💰, meeting Substack's @hamishmckenzie and Stripe CEO @patrickc 🤩
2/ So what is Brew?
brew / bru : / to make (beer, coffee etc.) / verb: begin to develop 🌱
A place for you to enjoy premium content while supporting your favorite creators. Sort of like a ‘Consumer-facing Patreon’ cc @jackconte
(we’re still working on the pitch)
3/ So, why be so transparent? Two words: launch strategy.
jk 😅 a) I loooove doing something consistently for a long period of time b) limited downside and infinite upside (feedback, accountability, reach).
cc @altimor, @pmarca

4/ https://t.co/GOQJ7LjQ2t domain 🍻
It started with a cold email. Guess what? He was using BuyMeACoffee on his blog, and was excited to hear about what we're building next. Within 2w, we signed the deal at @Escrowcom's SF office. You’re a pleasure to work with @MichaelCyger!
5/ @ycombinator's invite for the in-person interview arrived that evening. Quite a day!
Thanks @patio11 for the thoughtful feedback on our YC application, and @gabhubert for your directions on positioning the product — set the tone for our pitch!
