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 ๐งฌ will throw many big compounders in next few years.
#Fermentation #Biotechnology
More from Conviction | Patience
Still waiting for those ~5 to go bankrupt. Future is unpredictable. We only need a few 100x over 15Y.
Tail-events generate the biggest panic and upside. If you survive the panic w/o jumping off the train, you deserve the 100x in few stocks.
Temperament + Business Analysis = โคด๏ธ
Tail-events generate the biggest panic and upside. If you survive the panic w/o jumping off the train, you deserve the 100x in few stocks.
Temperament + Business Analysis = โคด๏ธ
@unseenvalue Hats off Sir. I compared an equal weighted portfolio of your stocks above to the 2 Coffee Can stocks Abbott & Divis and your portfolio has delivered significant upside since then
— ML4TradingDoctor (@DrKRIndia) May 16, 2021
Key has to be conviction and equal weighting pic.twitter.com/6dJ1LDMSYr
More from Uvlearnings
Conviction | Patience
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
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
You May Also Like
โWe donโt negotiate salariesโ is a negotiation tactic.
Always. No, your company is not an exception.
A tactic I donโt appreciate at all because of how unfairly it penalizes low-leverage, junior employees, and those loyal enough not to question it, but thatโs negotiation for you after all. Weaponized information asymmetry.
Listen to Aditya
And by the way, you should never be worried that an offer would be withdrawn if you politely negotiate.
I have seen this happen *extremely* rarely, mostly to women, and anyway is a giant red flag. It suggests you probably didnโt want to work there.
You wish there was no negotiating so it would all be more fair? I feel you, but itโs not happening.
Instead, negotiate hard, use your privilege, and then go and share numbers with your underrepresented and underpaid colleagues. [โฆ]
Always. No, your company is not an exception.
A tactic I donโt appreciate at all because of how unfairly it penalizes low-leverage, junior employees, and those loyal enough not to question it, but thatโs negotiation for you after all. Weaponized information asymmetry.
Listen to Aditya
"we don't negotiate salaries" really means "we'd prefer to negotiate massive signing bonuses and equity grants, but we'll negotiate salary if you REALLY insist" https://t.co/80k7nWAMoK
— Aditya Mukerjee, the Otterrific \U0001f3f3\ufe0f\u200d\U0001f308 (@chimeracoder) December 4, 2018
And by the way, you should never be worried that an offer would be withdrawn if you politely negotiate.
I have seen this happen *extremely* rarely, mostly to women, and anyway is a giant red flag. It suggests you probably didnโt want to work there.
You wish there was no negotiating so it would all be more fair? I feel you, but itโs not happening.
Instead, negotiate hard, use your privilege, and then go and share numbers with your underrepresented and underpaid colleagues. [โฆ]
First update to https://t.co/lDdqjtKTZL since the challenge ended โ Medium links!! Go add your Medium profile now ๐๐ (thanks @diannamallen for the suggestion ๐)
Just added Telegram links to https://t.co/lDdqjtKTZL too! Now you can provide a nice easy way for people to message you :)
Less than 1 hour since I started adding stuff to https://t.co/lDdqjtKTZL again, and profile pages are now responsive!!! ๐ฅณ Check it out -> https://t.co/fVkEL4fu0L
Accounts page is now also responsive!! ๐ฑโจ
๐ชย I managed to make the whole site responsive in about an hour. On my roadmap I had it down as 4-5 hours!!! ๐ค๐ค ๐ค
Just added Telegram links to https://t.co/lDdqjtKTZL too! Now you can provide a nice easy way for people to message you :)
Less than 1 hour since I started adding stuff to https://t.co/lDdqjtKTZL again, and profile pages are now responsive!!! ๐ฅณ Check it out -> https://t.co/fVkEL4fu0L
Accounts page is now also responsive!! ๐ฑโจ
๐ชย I managed to make the whole site responsive in about an hour. On my roadmap I had it down as 4-5 hours!!! ๐ค๐ค ๐ค