Uvlearnings | Buzz Chronicles

Paraphrasing @tusharbohra on @IIC_Conference today ::

"If 10 commodity companies are doing capex at the same time, it signals a peak. If 10 companies in Chemicals/API/Pharma are doing capex in different products at the same time - it probably signals the start of a New Era" 🇮🇳🇮🇳

Sajal Kapoor
@unseenvalue

The comment from renowned investor was in a lighter vein. You ought to listen to the tone. He was spot on in comparing the capability and scale of two businesses, as both started around the same time - one could scale up, whilst other couldn't. Let's not read too much into it 🙂

In an example of how deeply ingrained misogyny is in the Indian system, billionaire investor Rakesh Jhunjhunwala asked the management of Jubilant Pharmova: \u201cHow can we be lower than the lady? We have to beat her,\u201d in a slighting reference to @kiranshaw.
https://t.co/1dkZ9JMLLr
— Dr. Kailashnath Koppikar (@koppik) June 26, 2021

Sajal Kapoor
@unseenvalue

@harindersnanda @FortuneIndia https://t.co/64WUswITen

Listen to this one (timestamp 2:35)
#KRAS mutation

Punit
@punitbansal14

Understanding of COVID-19 vaccine manufacturing by @unseenvalue "Unseen Trends in Biotechnology"

Timestamp: 2:05:02 onwards📽️⤵️

https://t.co/d6PkCJwuYP

Sajal Kapoor
@unseenvalue

Context ::

https://t.co/jKwBEs81CB

Listen from around 2:21:00

#CDMO

Sajal Kapoor
@unseenvalue

Mr. Rakesh Jhunjhunwala asked great questions on CDMO. Made me Jubilant on Zooming😉

Intrinsic Compounding
@soicfinance

API Webinar💊 Q&A with @unseenvalue

Sir Promised 30 mins but ended up giving all of us more than 90 minutes 😁🙏

For unparalleled insights on the API industry🎥

https://t.co/x1U430JKFG

Sajal Kapoor
@unseenvalue

@rwind78 @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.

Sajal Kapoor
@unseenvalue

Before recording this webinar, used Brinzolamide API to improve vision 👁️

Keywords :: Brinzolamide API vision

"I see Reliance also moving in the clean energy space.":)
3:30:43 onwards @unseenvalue https://t.co/d7irthqo6q
— Intrinsic Compounding (@soicfinance) July 2, 2021

Sajal Kapoor
@unseenvalue

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

Conviction | Patience

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
— Sajal Kapoor (@unseenvalue) December 30, 2019

$Tar \u26a1$

Tar ⚡
@itsTarH

If you want to learn about pharma CDMO industry market, this is a gem of a resource.

Available whenever you get your podcasts.

Wherever*

Sajal Kapoor
@unseenvalue

There's more to disclose!

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

Punit
@punitbansal14

@unseenvalue "Everybody hears, reads, and speaks about artificial intelligence, the power of advanced analytics on top of big data, and how these techniques will change the world as we know it in the most dramatic way" - Digital Technologies in Pharma R&D at

Sajal Kapoor
@unseenvalue

I did share this interview back in January. Reiterate my high conviction on #CDMO #APIs despite negative chatter and several obituaries 🥱

Exactly the reason we (including @punitbansal14) were bearish on players with heavy dependency on formulations

Conviction | Patience
@unseenvalue

@shuchi_nahar @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.

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!
— Conviction | Patience (@unseenvalue) November 8, 2018

Sajal Kapoor
@unseenvalue

Avoid low quality assets in a sector where price discovery has been relentless over many years. Stay with tier 1 players. Margin of safety is in business first and not the entry price. This is not valid for short term positional trades. Those are managed via strict stop losses.

Speciality vs Commodity Chemicals

Speciality - typically bespoke solutions as per customer's requirements. High complexity. This makes continous R&D and product innovation a key success factor!

Go to 2 hr 21 mins for my views on #Chemicals sector \U0001f447https://t.co/Zzx6AwHZLH
— Sajal Kapoor (@unseenvalue) June 15, 2020

Sajal Kapoor
@unseenvalue

Research in CDMO/APIs is never a slam dunk. It may take ages to yield results. CEP filings can be lumpy as a result. As I wrote last year (link below), Hikal has been consistently sacrificing operating profits for a sustainable future. Best is ahead 🎥 🍿

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

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
— Sajal Kapoor (@unseenvalue) September 26, 2020

Sajal Kapoor
@unseenvalue

@BhavaniprasadP Listen to @AdityaKhemka5

Intrinsic Compounding
@soicfinance

A webinar worth watching again and again 👌👌

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 ... !)

Industry 5.0 Vision 2 \U0001f9ec @soicfinance

[Explained from timestamp 2:41:38 onwards]https://t.co/qgXiH9PdBH
— Conviction | Patience (@unseenvalue) July 28, 2021

SAnngeri Categories Uvlearnings