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Accuracy or Entertainment, Which Do You Prefer?

The Importance of Listening to Experts

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I'll not leave Riddlersworld. But I'll redefine the notion of riddler. A riddler is a person who doesn't know about specific dates and even about dates in general such as the year things will happen. He only knows, in general, some of the events that will take place,... 1/*

a kind of general history, a plot. In this sense continuing in Riddlersworld goes through an approach of minimums, taking riddlers as what gives an outline of some of the events that could happen at an always unknown date. 2/*

Sure, riddlers intend to convey the idea that they do know the dates, or at least the year, but they don’t know them. 3/*

Take 2020 as an example. At this point of the year you can make so many ad hoc statements as you like, but guys, 2020 clearly meant year 2020. 2020 was the year of the visible "outcomes". 4/*

On November 4, 2019 Mr Pool suggested that outcome of action Plan B is what you have been waiting = price increase. It should have happened in November and December 2020, as Plan B ended on November 7, so the outcome should be those months. 5/*

#Suven – Journey of my first 50 bagger…

I bought #Suven first in Apr 2013 around Rs 20…today after almost 7.5 years, its Rs 1000 (Suven pharma 920 adjusted for bonus + Suven Life 80)..CAGR of almost 68% for 7.5 years. I am fortunate to hold it throughout the journey and

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add on multiple occasions on way up. Like to share my experience in this thread for everyone’s benefit..

First time I bought because I like the management focus on R&D. It had chosen the most difficult therapeutic area in pharma which is CNS and it was investing the cash

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flow it used to earn from CRAMS. It also used to write off all the R&D expenses in the P&L instead of capitalizing it in BS. That gave me lot of comfort about management quality.

I kept on adding as funds keep coming. I remember giving a public presentation on Suven in

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Mumbai at one analyst meet in Nov 2017 when it was trading at Rs 160. There was a huge call option embedded at that time in the form of SUVN-502. That would have been the blockbuster molecule if succeeded with market potential of $10 Bn plus..result was due in Dec 2019,

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I loaded around 250-300 knowing the value of CRAMS business itself is more than 300.

SUVN-502 failed in phase-II trials, stock was down 15% from 300 to 250 in a single day, I added heavily. it was largest allocation in my portfolio because I knew the value of CRAMS business

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On December 25 Mr Pool retweeted August 16 message about the Phoenix and that the worst was still on the horizon to come. 1/*

Maybe now we can assume that November 3 message meant "FUD" nor "FUN". Putting the word in capital letters seems to indicate the aspect the word fud has in our space, FUD. 2/*

Brad started it on December 22 (1/3 posts (Don't say? Sure) = 13 = Plan B). 3/*

And immediately the SEC followed dropping the bomb (1.3 billions (Don't say? Sure) = 13 = Plan B). 4/*

FUD materializes, Bitstamp is one of the first that haltes XRP trading and so on. 5/*

Daily Bookmarks to GAVNet 02/11/2021

Lot of chat about instructional coaching. To get it right, don't underestimate the time it takes!

- There has to be a shared vision for effective T&L from the coaches. Keep revisiting this and keep unpicking all the elements so they are able to break them down and explain them.

We used the Evidence Review by @ProfCoe to create some effective teaching habits, using a lot of TLAC techniques and work from @every_lesson. Knowledge and expertise and ability to break this down is vital.

Lots of time then required with coaches to look at lessons and look at highest leverage point. In one training session our coaching team picked out over 30 tweaks in a 5 minute video. Where do you start? Why there? Consistency key. Leads to great debate.

Time needs to be built in. Time for visits, time for coaching sessions, time to practice. SLT need to all understand the process and buy-in and all live it. Putting staff development first is truly exciting and hugely powerful if actioned in the way it is desired.

Teachers/coaches need to have the process modelled for them. Staff need to understand the why behind IC, not just what it is. Worth talking through research on teacher's habitual practice from @mikehobbiss and @DrSamSims.