Case Study for Long term investment

#DFMfoods

DFM Foods Ltd is in the business of manufacturing, selling and marketing packaged snack food and has been a leader in the space for over 25 years

@caniravkaria @dmuthuk
@VRtrendfollower @nakulvibhor
@nishkumar1977
@anand_luhar

Launched in 1984, this was the first product of its kind to hit Indian retail shelves and it did so with a Bang! In no time, it became quite the favourite especially among children, finding its way into many a tiffin break!

Revenue Stream -

DFM's Revenue is concentrated in North India primary in tier 1 and tier 2 cities from where it drives around 75 to 80% of its revenue the company is now focusing more on to get into the rural parts and on the Western region

Change in management

Advent international has acquired around 74% steak in Indian snack food manufacture DFM foods at a price of around 250 rupees per equity share from promoters and through open offer

Advent international in the past has acquired quite similar good working companies & run the company towards a better future advent international also focuses more on delisting their acquired companies which is a very positive sign to create value for minority shareholders

Muslim thought in India can be thought of as having two lineages

1. Islamic puritanism

Lineage : Sirhindi -> Shāh Walīullāh ->Syed Ahmad Barelvi, Deobandi movement, Maulana Azad -> Jamaat e Islami

2. Muslim nationalism

Syed Ahmed Khan ->Jinnah, Iqbal - > Ayub Khan/Musharraf

The former originated largely as a religious movement.

It has its origins in Sirhindi, who voiced the view in 16th cen, that Akbar's policy was "Indianizing" Islam too much

Too much of Din-e-ilahi crap.

Let's keep Islam pure

That lineage continues in the thinking of 18th cen theologian Shah Waliullah , the Delhi based Islamic scholar who lived b/w 1703 and 1762

Waliullah like Sirhindi emphasized segregation/purity
and loyalty to the Ummah (the global Islamic whole)

Not to South Asian muslims per se

Waliullah once said

"Muslims, no matter where they live, they should be completely separated from the natives of that country in their culture, traditions and mannerisms. And wherever they are, they must be immersed in their Arabic splendor and Arabic trends”

This line of thinking continues in two 19th cen movements-

That of Syed Barelvi - who fought valiantly against Sikh rule in Punjab at Balakot

And that of the Deobandis in late 19th cen

Let me talk about something
I consider myself qualified to discuss: a film director, Oliver Stone. OS is a great political director & a very clever man, one of the best in the industry. My view is that he did not simply take the Russian vx because he didn't want to wait for US 1

He's a very clever man, he made a judgement for his own life, for his family, & he chose the Russian vx instead of any of the Western ones, because he wanted the vx & considers Sputnik V the safest one.

I can see the logic:
1 No accountability for any of the Western vx, nobody can sue for any damage etc.
2 Those who made Sputnik V know they are always personally accountable to Vladimir Putin
3 S5 is based on a pre-existing vx with minimal changes so safety tried for many years

So if the Russians could find a safe way to adapt a tried & tested technology & only alter what is required, using adenovirus vectors, a technology in use for 50 years, experimented on for vx since the 1980s, why were Western Big Pharma so keen on something completely new: mRNA?

That is the question that Oliver Stone is indirectly asking us all to look into & answer: why were Western Big Pharma all at once suddenly so keen on using mRNA when there were much safer & tested directions available (adenovirus vectors), what is it that Western Big Pharma want?

श्री राम की माता कौशल्या का इकलौता मंदिर
#Thread
रायपुर से तकरीबन 25 किलोमीटर दूर चंदखुरी गांव है। 126 तालाब वाले इस गांव में सात तालाबों से घिरे जलसेन तालाब के बीच प्राचीन द्वीप पर भगवान श्रीराम की माता कौशल्या की प्रतिमा स्थापित है और रामलला उनकी गोद में विराजमान हैं।

यहीं की थीं माता कौशल्या
स्थानीय लोगों की आस्था है कि चंदखुरी ही माता कौशल्या की जन्मस्थली है। मंदिर के पुजारी बताते हैं कि एक ही पत्थर में उभरी माता कौशल्या व भगवान श्रीराम की प्रतिमा गांव के जलसेन तालाब से ही प्राप्त हुई थी, जो आठवीं शताब्दी की है।

द्वीप पर स्थित कौशल्या माता का मंदिर हरियाली और मंदिरों से घिरा हुआ है। भगवान शिव और नंदी की विशाला प्रतिमा यहां स्थित है। द्वीप के द्वार पर हनुमान जी विराजमान हैं। दशरथ जी का दरबार यहां लगा है। मन्नत का एक पेड़ भी यहां स्थित है। सुषेण वैद्य की समाधी है।

माता कौशल्या के पिता सुकौशल थे, जिन्हें स्थानीय निवासी भानुमंत राजा के नाम से जानते हैं। छत्तीसगढ़ को पहले कौशल प्रदेश के नाम से जाना जाता था। वहीं माता सुबाला/अमृतप्रभा थीं। रामचरित मानस व वाल्मिकी रामायण में भी कौशल प्रदेश का उल्लेख मिलता है।

मंदिर परिसर में ही सीताफल का एक पेड़ है, जहां पर्ची में नाम लिखकर उसे श्रीफल के संग बांधा जाता है। कहा जाता है कि ऐसा कर मांगी गई मन्नत पूरी होती है। असल में जहां पेड़ है, उस स्थान पर पहले नागराज की बड़ी बाम्बी हुआ करती थी और मान्यता है कि मन्नत नागराज ही पूरी करते हैं।

My SCREENING TECHNIQUE Based #hypothetical #Portfolio
6th Upd - 26Sep2021

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@Vivek_Investor

1

Stocks & Screening Technique Methodologies !

@Coolfundoo 🌟25 , 22, 20, 19

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@Coolfundoo 🌟 14 (continued), 13, 12

5

Java was first released in mid-1995, just 6 months before JS.

By 98, when I went to college, Java was already used for all the first level courses in the CS program.

How did it catch on so quickly (just 3 years) to shift university curriculum, which is usually so slow/behind?

I wonder why Java was so respected and JS was not? Why/how was Java already seen as such a stable and mature language?

Not just Java, other languages (like python) were also released around/near 95, and also seemed to get to "mature" respect status. much quicker.

I bring all this up because my impression of Java in 98 was that it had been around "forever" (as had C++ first developed in 79, but not standardized until 98!), but that's not. true at all. These were all new languages around the same time.

I'm sure the language designs had different merits, and the target applications meant a different perception and reception, but...

it sure seems like the industry (and academics) just decided Java and C++ were the stable mature ones and langs like JS were toys.

BTW, before you assume JS was nascent/immature b/c the web wasn't much of a thing yet, remember that JS was actually released as LiveScript on the server before it was released in a browser. So "server-side JS" was always part of the story, not just Node 15 years later in 2009.

Why we should avoid eating Morris /G9 banana :

Ever thought hought the following while buying bananas ?
☑️Banana in markets are so shining and evenly shaped
☑️ No mosquito or flies bothering fresh bananas
☑️ No ripened fragrance emanating from these banana

☑️ Tasting raw than it appears outside
☑️ No dots ever appeared on the banana
☑️ Neck of banana is so stiff so that banana pulp never withered off from the neck

☑️Neck of banana is never black or ripened

☑️Honest answer for above is these are genetically engineered banana features

☑️These are bananas grown from tissue culture saplings and does involve special engineering for texture, yield and even ripening time

☑️These are farmers friendly as these high yield

☑️ In my opinion these are just bananas by appearance and taste never in terms of nutrition as these are genetically engineered right from growing to ripening

☑️Cytogenetically engineered for high yield, short-term, disease resistance

☑️ These bananas can never match nutrients

My major concerns are below

☑️These banana trees can't bear offshoot by themselves would require tissue culture processed saplings from banana seeds (Monsanto greed)
☑️Pesticide are mostly injected on the plant
☑️Yield is thrice of normal and in half of time

Thread on best books + readers to learn Sanskrit. I will list only books I have read & their pros and cons.

1. Samskrita Bharati (4 Part Series)

This is by far the best structured english course to learn to read, speak & write Sanskrit. The material is well-structured.

... and grammar is introduced at apt phases. There is enough Sanskrit text to immerse yourself & best part is they have accompanying online/in-person courses entirely in Sanskrit. This is the best method to learn spoken Sanskrit.

2. Svayam Sanskrit Shikshak (Hindi)

This is the second best immersive-learning series. There are 2 parts and progression is gradual. The advantage is it is entirely in Hindi, so the 1:1 syntax + vocab connect for native speakers is instant, Hindi being a daughter of Sanskrit.

this however is also it's only disadvantange. It's language restricted & not suitable for say a Telugu with poor Hindi or for an American or European learner. There is enough reading material here to "learn" Sanskrit.

3. The Sanskrit Language – Walter H Maurer

This is an amazing course. The best to learn Sanskrit for Americans/Europeans & an excellent one for Indians to use to learn the western grammar terminology. Best part about it? It is extremley long & has at least 100 pages of Sanskrit.

JUST IN: The U.S. National Climate Assessment is now public.

This is the report that the Trump Administration doesn’t want you to see. Years in the making, released on the day after Thanksgiving. #ClimateFriday

Here are some of the main

This report is mandated by Congress and focused on the impacts of climate change in the U.S.

Basically: This is what our best scientists think will happen to us as a result of the actions our government is (not) taking to address the most important problem in human history.
/2

300 experts in 13 federal agencies volunteered their time to make sure you have this information.

Please share it widely.
/3

The top finding:

“Climate change is projected to significantly affect human health, the economy, and the environment in the United

To expand on that finding:

“In the absence of more significant global mitigation efforts, climate change is projected to impose substantial damages on the U.S. economy, human health, and the environment. ...”
/5

SAGA MEGATHREAD

SPRING & ALPHA SPC CO LIMITED 19 Jun 2007 - 18 Sep 2007
SPRING & ALPHA TOPCO LIMITED 19 Jun 2007 - 18 Sep 2007
SPRING & ALPHA MIDCO LIMITED 13 Jun 2007 - 18 Sep 2007
SPRING & ALPHA BIDCO LIMITED 13 Jun 2007 - 18 Sep 2007
ST&H LIMITED

ST&H GROUP LIMITED
ST&H TRANSPORT LIMITED
ONE HUNDRED AND NINETY-EIGHTH SHELF TRADING COMPANYLIMITED 17 Mar 1983 - 15 Sep 1983
INTER-CHURCH TRAVEL LIMITED 05 Apr 1962 - 05 Feb 2009
INTER-CHURCH TRAVEL LIMITED
SIDECONTACT LIMITED 06 Oct 1987 - 25 Feb 1988

LINERFLAME LIMITED 18 May 2007 - 19 Jun 2007
LINERBROOK LIMITED 18 May 2007 - 13 Jun 2007
TITAN TRANSPORT LIMITED 25 Sep 2009 - 05 Aug 2019
SAGA HOLIDAYS LIMITED 01 May 1988 - 05 Feb 2009
SAGA FINANCIAL LIMITED 25 Feb 1988 - 01 May 1988

SAGA HEALTHCARE TRUST LIMITED
SAGA INVESTMENT DIRECT LIMITED 08 Aug 1995 - 20 Dec 2006
SAGA PERSONAL FINANCE LIMITED 20 Dec 2006 - 24 May 2011
SAGA PERSONAL FINANCE LIMITED 24 May 2011 - 02 Feb 2018
SAGA SHIPPING COMPANY LIMITED
SAGA CRUISES LIMITED 24 October 1996

Sri Gurubhyo Namaha.

Starting first thread on the 34th Acharya of Sringeri, Sri Sri Sri Chandrasekhara Bharati Mahaswami.

Sri Chandrasekhara Bharati Mahaswami [1912-1954]. Just hearing His name gives me goosebumps. I consider it my poorva bhagyam to have even heard about Him.He is undoubtedly One of the greatest Saints to ever walk on Earth. The DhwajapaTi of the Sringeri Peetam [imvho].

A Jivanmukta [one who's liberated even when living] is rare. Only sometimes do those souls take birth. To this parampara belongs Sri Chandrasekhara Bharati Mahaswami. Sri CB's parents had many (11) children none of whom survived.

It was w/ blessings of 33rd Acharya that they had a boy. Hence they named Narasimha Sastry.
Even from childhood he was always engrossed in bhakti and was always inward looking.
He loved Muka Panchasati.

Once his mom asked him get something from market, he started to get it reciting Panchasati and he walked out of Sringeri oblivious to the fact he had crossed into jungle. Someone stopped him and it was then he realized where he was. This was when he a kid!!

A Thanksgiving story to warm your pluralistic hearts:

It was the early 1990s, the days before Washington DC had meters in taxis. A famine was raging in Somalia. And I was working in my first job out of college: a brief stint working for an organization that focused on the Middle East peace process.

I was heading to my parents’ house. I was standing in front of a mailbox near my office. I was holding a stack of papers with Hebrew writing on them. I hailed a cab.

I was aware that on the mailbox behind me was a large sign from People for the Ethical Treatment of Animals with an image of a turkey and the words: “Thanksgiving is Murder on Turkeys.”

It was the period right around Thanksgiving.

A cab pulled up, and I got in the front seat—because in the days before metered cabs in DC, drivers were allowed to pick up more than one fare, and someone else was already occupying the back seat.

Back in 2014, Dentons & Imperial Oil partner on Internationally Trained Lawyer Articling Program in Calgary

Fraser Milner Casgrain (FMC) law firm was aquirred by Dentons. Their report shows how Harper tried to bypass First Nations consent. Josh Jantzi who wrote it became a solicitor for Enbridge for the Supreme Court case vs Chippewas of the Thames re: Line 9.

Report dated May 28-29 2012 titled: Aboriginal Consultation and Project Development prepared by Bernard J. Roth and Joshua A. Jantzi of Fraser Milner Casgrain. Mr. Jantzi now works for Dentons. Hired by Enbridge for Line 9 Supreme Court vs. Chippwas of the Thames.

Dentons endorsed the Isle of Man tax evasion system.

Dentons created from merger of SNR Denton, Fraser Milner Casgrain and Salans and later merged with Chinese law firm Dacheng in 2015.

HOW MANY OF U KNOW TODAY IS FOUNDERS DAY OF GITA PRESS GORAKHPUR ?

Today it completes 98 yrs

Let's look back to it's history

A 🧵 written a long ago by @BharadwajSpeaks

Gita Press was established in 1923 by JD Goyanka. Hanuman Prasad Poddar was its founding editor.

Its first journal Kalyan was published in 1927. Unless other publications, Gita Press publishes its books at a very reasonable price. For example, a Bhagavad Gita can be procured at Rs.30. A copy of Hanuman Chalisa cost just Rs. 2 (50 lakh copies printed every year).

But why? Why does Gita Press publish excellent books at such a minimum token price which inevitably equals or exceeds the creation cost? The answer to this question is that Gita Press was not founded to be a profit making enterprise.

Its goals were something very different, Gita Press was founded at a time when Christian Missionaries were making rapid progress in converting Hindus. They were making all out attacks on Hinduism. Missionaries used to distribute copies of Bible to anyone who

shows slightest inclination to accept it.

Bibles were flowing By contrast, except for a few Pandits who were specialists in the field, an ordinary Hindu did not have any printed copy of any of his books. Ordinary Hindu did not have any good knowledge of his own Dharma’s books.

Pandava Thoothar Perumal (Kanchipuram)

This temple is 49th among the 108 Divya Desams. The temple is approximately 2000 years old, and as per the inscription on Temple walls, Chola King Kulottunga Chola I carried out significant amount of work in rebuilding the temple between +

+ 11th & 12th century CE.

This place was called as Thirupadagam earlier. This is probably only temple in world where Bhagwan Sri Krishna is in the sitting pose at the height of 25 feet.
@RajiIndustani @Kishoreciyer1 @HelloNNewman @devkshetra @sambhashan_in @Krishna_Priiya

Boothath Azhwar, Peyazhwar, Thirumazhisai Azhwar and Thiru  mangai Azhwar were the Azhwars (Vaishnav Saints) who sung about this temple.

As per legend, Sri Krishna went to Kaurava to negotiate on behalf of Pandavas (before Mahabharat war),
@Dharma_Yoddhaa @LostTemple7

thus Bhagwan here is called 'Pandava Thoothar Perumal). King Janemajaya (great grandson of Arjuna) heard story from Sage Vaisampayana about how Sri Krishna showed his Vishwaroopam, when Kaurava tried to humiliate & kill him during His visit as a negotiator (Thoothar).

Sage Vaisampayana advised King Janamejaya (when later wanted to see Bhagwan's Vishwaroopam) to visit Kanchipuram and do penance towards Krishna. It is believed that Sri Krishna appeared before King Janamejaya in 'Pandava Thoothar' form.
@Prisma_Me @luna_destrozada @Go_Movie_Mango

महान गणितज्ञ आर्यभट ने अपनी पुस्तक ‘आर्यभटीय’ में 120 सूत्र दिए. पृथ्वी का अपने अक्ष पर घूमना, पाई का सटीक मान, सूर्यग्रहण और चंद्रग्रहण की व्याख्या, समयगणना, त्रिकोणमिति, ज्यामिति, बीजगणित आदि के कई सूत्र व प्रमेय

आधुनिक विज्ञान से कई वर्षों पहले हमें आर्यभट द्वारा रचित ‘आर्यभटीय’ में मिलते हैं.

1. 🌺🌺🌺पृथ्वी का घूमना🌺🌺🌺

अनुलोमगतिर्नौस्थः पश्यत्यचलं विलोमगं यद्वत्।
अचलानि भानि तद्वत् समपश्चिमगानि लंकायाम्।।
(आर्यभटीय, गोलपाद, श्लोक 9)

अर्थ: जिस प्रकार से नाव में बैठा हुआ मनुष्य जब प्रवाह के साथ आगे बढ़ता है तो उसे लगता है कि पेड़-पौधे, पत्थर और पर्वत आदि उल्टी गति से जा रहे हैं. उसी प्रकार अपनी धुरी पर घूम रही पृथ्वी से जब हम नक्षत्रों की ओर देखते हैं तो वे उल्टे दिशा में जाते हुए दिखाई देते हैं.

इस श्लोक के जरिए आर्यभट ये समझाने की कोशिश कर रहे हैं कि पृथ्वी भी अपनी धुरी पर घूमती है.

2. 🌺🌺🌺पाई का मान🌺🌺🌺

चतुराधिकं शतमष्टगुणं द्वाषष्टिस्तथा सहस्राणाम्।
अयुतद्वयस्य विष्कम्भस्यासन्नो वृत्तपरिणाहः॥
(आर्यभटीय, गणितपाद, श्लोक 10)

अर्थ: 100 में चार जोड़ें, आठ से गुणा करें और फिर 62000 जोड़ें. इस नियम से 20000 परिधि के एक वृत्त का व्यास ज्ञात किया जा सकता है.
(100 + 4) x 8 +62000/ 20000= 3.1416
इसके अनुसार व्यास और परिधि का अनुपात (2πr/2r) यानी 3.1416 है, जो पांच महत्वपूर्ण आंकड़ों तक बिलकुल सटीक है.

Can we control the output of neural generation systems?
Can we build a better chatbot using this control?
And what makes a good conversation anyway?

Check out the blog post for our NAACL paper:

https://t.co/UAAUxSeA0L

#AI #NLProc #DeepLearning #ConversationalAI @facebookai

This post got a little delayed since the paper's publication, but the intervening time has given me an opportunity to reflect.

So this post has some extra thoughts regarding more recent NLG developments - e.g., pretrained models like GPT(2), and the suitability of beam search.