What are food grade recombinant proteins and what makes #LaurusBio exciting? 👇🏼

Making Maruti 800s for an industry where only Ferraris are available 🚙

Cultured Meat and Maruti vs Ferrari problem explained in this video.

Pic from my note posted many days ago on ValuePickr.

Ask Me Anything, replying for the next hour ⏳
Go 👇

(no Qs related to single stock or investment recommendations please)

#JUBLINGREA

Jubilant Ingrevia has broken Channel and RSI support for the first time since listing

In the absence of any immediate short term triggers, a sideways to down move is more likely than further upmoves.

FAQ's

Q. Am I selling?
A. No, I do not sell long term stocks

Q. Am I buying?
A. No, I am not

Q. When will I buy?
A. I don't know

Q. What is my Stop Loss?
A. I don't have any

Q. What is my Avg price?
A. Less than 350

Q. How to handle volatility?
A. I live for it

Edelweiss on #IEX

⚡Launching new products in next six months
⚡No discom entering into new thermal power based PPA
⚡Enhancing customer experience via implementation of an intelligent digital mesh

Of all the CDMO plays, I like Bio-Tech CDMOs 🧬 the best.

1️⃣ High barriers to entry
2️⃣ Long gestation periods
3️⃣ Demand that never seems to end
4️⃣ Hockey Stick Growth as molecules move from Phase 1 to Phase 3
5️⃣ Sticky Business and

So many updates on #SequentScientific Results, almost none focus on the most important metric

Net profit before tax and exceptional items (True Cash earned by the company) increase by ~55% YoY

ROCE now above 20% and PAT increase by 36.5% are signs of Operating Leverage

Before Op Leverage kicked in for Laurus, its ROCE was in ~14%

The Advisor onboarded created the animal healthcare business for Boehringer Ingelheim (~2nd largest animal healthcare business in the world with net sales of ~4.5 Billion+ and presence in over 150 countries

Look for qualitative insights in a business, quantitative insights are just ~10% of the work

It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What drives valuation of a company?
2. Why some companies are valued at high multiples while others aren't?
3. What you should be looking for while buying a business?

Lets dive right in.

Not so long ago, Maruti released an ad campaign - 'Kitna Deti Hai'? (What's the mileage?)

Here is one of the ad's from the

The ad was on point - Indians before buying a car or any vehicle obsess over the mileage the most among all the other specifications.

We as a society are very value conscious.

Nobody has to teach us to drive a good bargain.

The logic for obsessing over mileage also checks out.

If a vehicle gives good mileage then over time as owners of the vehicle you will end up spending less on it in fuel and other added costs.

This ability to gauge long term value before buying something is magically lost when we enter stock market.

Here too you should be asking your stocks - 'Kitna deta hai'?

This time instead of obsessing over mileage, you should be obsessing over cash flows.

It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What is a Dividend Discount Model?
2. What are its main components?
3. How to use it to value a business?

Lets dive right in.

Before I explain what a Dividend Discount Mode is, lets understand what is the main crux of valuations?

The entire reason behind valuing something is to determine, how much return your investment will generate within a specified period of time.

Return here stands for the cash flow generated by the asset.

Every asset by its nature, will generate returns.

For Fixed Deposits = Returns are Interest Payments

For Real Estate = Returns are Rent Payments

For Debt Securities = Returns are coupon payments

For Stocks = Returns are Dividends + Any Appreciation in Stock Price

To perform the exercise of valuation means to determine what these returns are worth today.

Why?

Cause Rs 100 today is worth more than Rs 100, 10 years later.

Just looked at my DMs, there are so many!
I am sorry even if I try, I wont be able to reply back to all of you.

Here is my solution ⤵️

If you tweet your question with the #AskTar I will reply to you within 24 hours 🕑

Get. Set. Tweet.

Answered whatever was asked, will answer other tomorrow

Thank you for participating!
Goodnight 💤

@bullysingh You can use Tikr.
Its a screener with data for all stocks listed worldwide 🌎 including US, UK, China and India.

Available to use for free (for

Syngene Annual Report

https://t.co/U9pP85grhC

#IEX
This is a cash cow in my portfolio, expect it to create wealth in the form of dividends and share buybacks.

I view this a technology company that happens to be in the business of energy exchange.

Want to invest in #Nykaa but don't want to read the 590 page long DRHP?

My latest publication on @SubstackInc takes a deep dive into The Business of Nykaa 👇 and the future of ecommerce in India