@AnyBodyCanFly Created this thread in 2018, as saw this coming. Covid actually accelerated the trend … next disruption will be lead by biosciences. Unseen today be seen few years out
Technology is enabling new ways of credibly accessing medical knowledge via smart phones / tablets.
— Conviction | Patience (@unseenvalue) November 8, 2018
Android, iOS have > 5k health / fitness apps like @Medscape, pointing to a future where the Tech. drives a part of medical knowledge and therapeutic guidance instead of a Doctor!
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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
— BhavinKhengarSuratGujarat (@IntradayWithBRK) September 19, 2021
Neuland 2700 se 1500 & Sequent 330 to 230 kya huwa.. 99% retailers/investors twitter par charcha n EXIT\U0001f602
[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
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%
— Conviction | Patience (@unseenvalue) June 30, 2021
Animal spirits! - Lag Gaye \U0001f606 https://t.co/Cew044YHmK
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https://t.co/hItmOud8Pm
#Hikal has stepped up R&D in recent years. Next few years (capex & launches) should yield superior earnings. Wish them all the luck \U0001f44d
— Sajal Kapoor (@unseenvalue) September 26, 2020
D: invested and biased view for sure, but it was below 1x price to sales vs 12x price to sales for many chemicals and generic players. No reco!! pic.twitter.com/aqPUKbziHK