All these are Pharma sector companies. Company F consistently reports -ve cash flows. It's stock price never compounded. All other examples reported multi-years of +ve cash flow generation. These stocks have been multi-baggers over the years.
Focus on Cash Flows vs News Flows.
More from Sajal Kapoor
You offer me 80% cost arbitrage (discount relative to Japan/EU/US) along with low confidence / assurance on Critical Success Factors and I won't give you a single NCE/NBE to discover, develop or manufacture. Capex/opex arbitrage is too low in the disruptive-science-pecking-order! https://t.co/O2l8dK4BUv
@unseenvalue Given high capex/opex cost structures of US/Japan/EU, how will they be able to compete with Indian API companies? https://t.co/OYhC2PUZpL
— Hiren (@hiren_investing) August 11, 2021
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Indian Pharma Dream 11 Q-compliance ranking: (1st Edition July 2021)
1.Natco (Captain)
2.Neuland (Vice-Captain)
3. Alkem (WB)
4.Cipla(Team coach)
5. Lupin
6. Laurus
7. Hikal
8.Cadila
9.Sun
10.Alembic
11. Unichem
12.Torrent
13. DRL
14. Strides
15.Wockhardt
Investors review tip👇
a) Whenever any major regulatory inspection happens at mfg sites of:
a) #1 to #7, remain fully assured of a success
b)#8 to #13, read Hanuman chalisaa or any sacred book as per faith every day till the inspection lasts.
c) #14 and #15 sell ur position and pick anyone of Dream 11
1.Natco (Captain)
2.Neuland (Vice-Captain)
3. Alkem (WB)
4.Cipla(Team coach)
5. Lupin
6. Laurus
7. Hikal
8.Cadila
9.Sun
10.Alembic
11. Unichem
12.Torrent
13. DRL
14. Strides
15.Wockhardt
Investors review tip👇
Sir also select the coach, captain and Vice captain also
— Ram (@ramnath2015) July 1, 2021
a) Whenever any major regulatory inspection happens at mfg sites of:
a) #1 to #7, remain fully assured of a success
b)#8 to #13, read Hanuman chalisaa or any sacred book as per faith every day till the inspection lasts.
c) #14 and #15 sell ur position and pick anyone of Dream 11
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So the cryptocurrency industry has basically two products, one which is relatively benign and doesn't have product market fit, and one which is malignant and does. The industry has a weird superposition of understanding this fact and (strategically?) not understanding it.
The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.
This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.
The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."
This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.
If everyone was holding bitcoin on the old x86 in their parents basement, we would be finding a price bottom. The problem is the risk is all pooled at a few brokerages and a network of rotten exchanges with counter party risk that makes AIG circa 2008 look like a good credit.
— Greg Wester (@gwestr) November 25, 2018
The benign product is sovereign programmable money, which is historically a niche interest of folks with a relatively clustered set of beliefs about the state, the literary merit of Snow Crash, and the utility of gold to the modern economy.
This product has narrow appeal and, accordingly, is worth about as much as everything else on a 486 sitting in someone's basement is worth.
The other product is investment scams, which have approximately the best product market fit of anything produced by humans. In no age, in no country, in no city, at no level of sophistication do people consistently say "Actually I would prefer not to get money for nothing."
This product needs the exchanges like they need oxygen, because the value of it is directly tied to having payment rails to move real currency into the ecosystem and some jurisdictional and regulatory legerdemain to stay one step ahead of the banhammer.