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
2/n
#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
1/n
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
2/n
I kept on adding as funds keep coming. I remember giving a public presentation on Suven in
3/n
4/n
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
5/n
6/n
7/n
Don’t get anchored to your initial buying price. if the hypothesis is intact, ride it with conviction..add more
Today, combined value is Rs 1000 (Life + Pharma adj for bonus)…still 4x in a year
8/n
More from jeevan patwa
More from For later read
There is some valuable analysis in this report, but on the defense front this report is deeply flawed. There are other sections of value in report but, candidly, I don't think it helps us think through critical question of Taiwan defense issues in clear & well-grounded way. 1/
Normally as it might seem churlish to be so critical, but @cfr is so high-profile & the co-authors so distinguished I think it’s key to be clear. If not, people - including in Beijing - could get the wrong idea & this report could do real harm if influential on defense issues. 2/
BLUF: The defense discussion in this report does not engage at the depth needed to add to this critical debate. Accordingly conclusions in report are ill-founded - & in key parts harmful/misleading, esp that US shldnt be prepared defend Taiwan directly (alongside own efforts). 3/
The root of the problem is that report doesn't engage w the real debate on TWN defense issues or, frankly, the facts as knowable in public. Perhaps the most direct proof of this: The citations. There is nothing in the citations to @DeptofDefense China Military Power Report...4/
Nor to vast majority of leading informed sources on this like Ochmanek, the @RANDCorporation Scorecard, @CNAS, etc. This is esp salient b/c co-authors by their own admission have v little insight into contemporary military issues. & both last served in govt in Bush 43. 5/
This is an excellent report, and I'm glad to have joined the study group. The central focus on avoiding war is understandable--a US-China war would be catastrophic and should be avoided. But protecting Taiwan's security and prosperity requires doing more. 1/x https://t.co/P0Sg4LJcpV
— Bonnie Glaser / \u845b\u4f86\u5100 (@BonnieGlaser) February 12, 2021
Normally as it might seem churlish to be so critical, but @cfr is so high-profile & the co-authors so distinguished I think it’s key to be clear. If not, people - including in Beijing - could get the wrong idea & this report could do real harm if influential on defense issues. 2/
BLUF: The defense discussion in this report does not engage at the depth needed to add to this critical debate. Accordingly conclusions in report are ill-founded - & in key parts harmful/misleading, esp that US shldnt be prepared defend Taiwan directly (alongside own efforts). 3/
The root of the problem is that report doesn't engage w the real debate on TWN defense issues or, frankly, the facts as knowable in public. Perhaps the most direct proof of this: The citations. There is nothing in the citations to @DeptofDefense China Military Power Report...4/
Nor to vast majority of leading informed sources on this like Ochmanek, the @RANDCorporation Scorecard, @CNAS, etc. This is esp salient b/c co-authors by their own admission have v little insight into contemporary military issues. & both last served in govt in Bush 43. 5/
Today's Twitter threads (a Twitter thread).
Inside: Planet Money on HP's myriad ripoffs; Strength in numbers; and more!
Archived at: https://t.co/esjoT3u5Gr
#Pluralistic
1/
On Feb 22, I'm delivering a keynote address for the NISO Plus conference, "The day of the comet: what trustbusting means for digital manipulation."
https://t.co/Z84xicXhGg
2/
Planet Money on HP's myriad ripoffs: Ink-stained wretches of the world, unite!
https://t.co/k5ASdVUrC2
3/
Strength in numbers: The crisis in accounting.
https://t.co/DjfAfHWpNN
4/
#15yrsago Bad Samaritan family won’t return found expensive camera https://t.co/Rn9E5R1gtV
#10yrsago What does Libyan revolution mean for https://t.co/Jz28qHVhrV? https://t.co/dN1e4MxU4r
5/
Inside: Planet Money on HP's myriad ripoffs; Strength in numbers; and more!
Archived at: https://t.co/esjoT3u5Gr
#Pluralistic
1/
On Feb 22, I'm delivering a keynote address for the NISO Plus conference, "The day of the comet: what trustbusting means for digital manipulation."
https://t.co/Z84xicXhGg
2/
Planet Money on HP's myriad ripoffs: Ink-stained wretches of the world, unite!
https://t.co/k5ASdVUrC2
3/
Back in November, I published an article for @EFF about @HP's latest printer-ink ripoff: after offering its customers a free-ink-for-life plan, it unilaterally switched them all to a $1/month-for-life plan.https://t.co/bsc73xPSuo
— Cory Doctorow #BLM (@doctorow) February 18, 2021
1/ pic.twitter.com/tagduPupA5
Strength in numbers: The crisis in accounting.
https://t.co/DjfAfHWpNN
4/
Accountancy is more likely to be mocked than celebrated (or condemned), but accountants, far more than poets, are the unacknowledged legislators of the world.
— Cory Doctorow #BLM (@doctorow) February 18, 2021
1/ pic.twitter.com/FaNQc66gQN
#15yrsago Bad Samaritan family won’t return found expensive camera https://t.co/Rn9E5R1gtV
#10yrsago What does Libyan revolution mean for https://t.co/Jz28qHVhrV? https://t.co/dN1e4MxU4r
5/
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Tying Marvel’s stable of pulp-fiction heroes to a real place — New York — served a counterbalance to the sometimes gravity-challenged action and the improbability of the stories. That was just what Stan Lee wanted. https://t.co/rDosqzpP8i
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