BC UVLEARNINGS

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Sajal Kapoor
@unseenvalue 2 years, 9 months ago 511 views

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There are many such from @oraunak @soicfinance @jeevanpatwa and https://t.co/208eQbYKEF #22 by @tusharbohra

My advice would be - invest time in researching how and why synthetic biology and #biotechnology be disrupting many petro derived chemicals, textiles and other materials.

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Sajal Kapoor
@unseenvalue

@harindersnanda @ishmohit1 @soicfinance @punitbansal14 @nison_steve Both should do well. Prefer Zoetis for leadership, best in class margins and management's execution. Elanco should improve with Bayer Animal boosting companion proportion in its overall mix.

#SeQuent will under-perform next 1-2 years due to #ESOP (unless a surprise M&A happens)

Conviction | Patience
@unseenvalue

#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 😏

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%

Animal spirits! - Lag Gaye \U0001f606 https://t.co/Cew044YHmK
— Conviction | Patience (@unseenvalue) June 30, 2021

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Sajal Kapoor
@unseenvalue

@connectgurmeet Impact of Bioeconomy / Biotechnology be very visible by 2030. This runway is ridiculously long, so even those who buy after 10 years, will create serious wealth if they could hold for a long enough period.

Allocation + Patience = 💰💰💰💰

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

Conviction | Patience
@unseenvalue

Biosciences is the space to track and follow globally. Sector offers extra large opportunity landscape. Shared the full thesis in that April webinar. Convinced that 🧬 will throw many big compounders in next few years.

#Fermentation #Biotechnology

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$Tar \u26a1$

Tar ⚡
@itsTarH

Promised to share my portfolio, so here it is.

None of this is investment advice, please do your own research. I may choose to exit, reduce or add anytime to these.

Sajal Kapoor
@unseenvalue

Any animal healthcare stock you like
Any Bio and non-Bio CDMO you like
Any hospital you like …
Any domestic Pharma you …
Any complex API player you .. (in addition to pure CDMO)
Any industrial biotech you ..
Any diagnostics you …
Any human and agri biotech you 👌

#uv_Tijori

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ARUN KP
@AKP111789

Another gem from @AdityaKhemka5 sir

Opportunity in Health care Sector Cont.. Interview with Aditya Khemka FM... https://t.co/vOHvrYCUQ4 via @YouTube

Sajal Kapoor
@unseenvalue

@BhavaniprasadP Listen to @AdityaKhemka5

Syngene Intl
@SyngeneIntl

Syngene is delighted to share that we are part of Fortune India’s Top 100 Wealth Creators list for 2021.
The criteria involved being a listed company with a 5-year CAGR of 7.5% plus in terms of market cap, revenue &profit (2017-21).
#FortuneIndia #Syngene #FortuneList #CDMO
1/5

Those incurring a net loss in any of the 5 fiscals (2016-20) were filtered out. The final 100 were based on firms having revenues of Rs 300 crores or more in FY20.
2/5

Key to our success has been our growing clientele who regard us more as a strategic partner with flexibility to work across a spectrum of clients -MNCs to start-ups. We also have a consistent client retention rate of 90%.

#strategicpartnership #clientele #USA #Europe #Japan
3/5

On the range of #scientific work being done at Syngene, our CEO, #Jonathan_Hunt is quoted as saying: “The minute you come into our campus, you can travel the world, scientifically – we do that degree of knowledge-intensive work here”.
#Biopharma #CRO #CDMO #CMO #CRDMO
4/5

Our winning formula? Capability to offer integrated services across the #DrugDiscovery, Development, Mfg continuum under one roof; Lean Sigma way of operations; Quality of our work. All this built on the foundation of world-class talent.
#DrugDevelopment #Scientists
5/5

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$ArmaniTalks \U0001f399\U0001f525$

ArmaniTalks 🎙🔥...
@ArmaniTalks

Manipulation Sign:

If you are compromising too much, there is a chance that you are getting manipulated.

Why are you the one that's always compromising?

How come the other person always gets their way?

Be more curious.

If something seems off, stick up for yourself.

'Wait, you sure I am being manipulated?'

I have no clue, that is only something that you can decide for yourself.

'Dang is there anything I need to look out for?'

Plenty..

But let me give you a few things to look out for.

👇

I see manipulation as skillfully controlling someone's behavior for egotistical or unethical purposes.

'How come people don't leave when it's happening to them?'

Because most people have 0 clue that they are being manipulated.

1. Guilt Trip

You ever made a mistake around someone, only for them to hold it over your head?

The will always bring up the mistake when you 2 are not seeing eye to eye.

These people will use that mistake as leverage to get what they want from you in the future.

Look out.

2. The Rationalizer

This person will commit the worst acts & find a way to rationalize it.

Example: cheaters when they get caught.

They have every excuse in the book for why they did it.

Heck, they are so good at rationalizing, they will make it seem like your fault.

Mystery Grove Publishi...
@MysteryGrove

By popular demand, here is the official Mystery Grove Film Recommendations list. Watch all of these in order if you want to truly understand the world we live in today.

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dan spaceman
@ohlaika

I'm gonna do my other star wars thread tomorrow, which will primarily be me yelling at a @RowanKaiser-shaped strawman for calling the First Order and The Resistance "cosplayers who the rest of the galaxy has to deal with"

the deal w/the New Republic, the First Order, and the Resistance is very weird and complex and I actually take issue with how Story Group frames the actual conflict.

pre-TFA stuff is presented as a "cold war" between the New Republic and the remnants of the Empire that form the First Order, which 100% makes sense.

But they frame the First Order's attack on the Hosnian system and the subsequent battle that takes place across TFA and TLJ as a full on war when it's very clearly a coup. A war implies at least equal standing, but the First Order completely wrecks shop and takes over the galaxy.

ok never mind I'm fucking doing this now.

The First Order fleet we see in TLJ is *not* the entire fleet of the First Order (I don't even think Starkiller Base was their main base of operations honestly, it couldn't have been considering they were operating out of Wild Space)

Noah Smith
@Noahpinion

1/OK, I should really write another thread about university-centric regional development, because I think people often make some (very understandable) mistakes when thinking about this issue.

2/The biggest myth, I think, is that universities help regions by educating locals as undergraduates.

Skeptics of universities say: "But most of the people who graduate end up leaving."

3/In fact, most of what a university does for a regional economy is NOT about educating local kids.

Educating local kids is good for the nation, but doesn't help a region much.

The way a university helps a region is through

4/Undergraduates usually leave town after graduation.

But university RESEARCH pulls in OTHER smart people from other regions, and they stay there.

Here's a paper showing that this is the main way universities increase a region's human capital:

5/Research also pulls in business investment.

Companies want to partner with university labs, so they can commercialize the technologies the labs produce. So they invest in the labs, and sometimes they even put their offices in the town.

Patrick McKenzie
@patio11

A thing which I unironically and enthusiastically believe which is unpopular among smart people of my acquaintance: financial engineering has in the recent past and present contributed substantially to human welfare. We should hope to see more of it.

Maybe more geeks need to meet someone who says “My job is teleporting value across time and space.”

Financial engineering is sort of a squishy term. I don’t primarily mean payments infrastructure or financial rails, although both of those involve substantial engineering.

I mean more “We took a thing and performed some alchemy, and now have a new thing.”

Except instead of alchemy it is generally quite a bit of math, a huge amount of contract law and due diligence, often an impressive amount of ops work, and a dusting of technology that web devs would recognize as such.