Global Animal pharma market($ 50.89 billion) is expected to grow much faster than human pharma. CAGR 8.8% in 7 to 8 years

API account for 20% market

Innovators are going Asset light
It's a huge opportunity for the first mover in CDMO (Hikal)

And in formulation & API(sequent)

“Why are Tumblr and Facebook cracking down on sex so much? And why is Facebook in so over zealous about it? It’s all Apples fault!” Etc etc

I can explain all. It is largely the fault of a set of US laws called SESTA and FOSTA.

Low-risk, High-return stocks are what we look for relentlessly

But many of them we know but ignore
some of them don't grab financial headlines

Here are 10 low-risk, high return stocks (that we ignore):

What I mean by “high-return”?

These stocks have OUTPERFORMED the market:

💹Chart with upwards trend Since IPO
💹Chart with upwards trend Over the last 5 Years or since IPO

These are all long-term winners that will keep on winning

What do We Mean by “low-risk”?

A combination of:

❣️Great management
❣️Broad moat
❣️Financially strong
❣️High ROCE
❣️Low Disruption/Dilution/Volatility
❣️Consistent Organic Growth
❣️Assorted Customers/Suppliers
❣️Low debt

1-#CDSL

A depository is a big business and will grow continuously, Its a sustainable business
cause "Market hai toh CDSL bhi hai or rahega"

2- #Dixon

High Management Efficiency with a high ROE of 19.30%
Healthy long-term growth as Net Sales has grown by an annual rate of more than 30%
High Institutional Holdings

Did you know?

When Saudi Arabia's King visited India in 1955, PM Nehru ordered all the Hindu Temples and Idols of Hindu Deities that came in Saudi King's way to be covered up.
Our temples are the architectural marvels in their own league.

Each of our temples tells the story of our rich history and cultural heritage. Was Nehru that ashamed of his own nation's heritage that he had to cover them up or there was some other reason? The answer would be best known to him only.

PM Nehru invited the then Saudi King Saud bin Abdul Aziz to India who accepted the invitation and planned a 17 day long official visit to India in 1955. Saudi King had brought a large delegation with him and he had to visit various Indian cities like Mumbai, Hyderabad, Agra,

Aligarh, Shimla, Mysore and Varanasi. However, when Saudi King reached Varanasi, Nehru ordered to cover all the temples and Idols with curtains that came in the way of the Royal Convoy. During his stay in Varanasi, Govt buildings were painted with the words "Kalma Tayyiba".

'Kalma Tayyiba' means 'There is not God but only Allah and Mohammed is his messenger'. In addition to it, Pooja and Aartis were also stopped at temples. I can call it the appeasement politics of the highest order and Nehru was indeed the greatest appeaser of all times.

THREAD: Meditations on marriage metaphors in Ruth

The book of Ruth is, of course, a story about a beautiful marriage. But even before the courtship and the wedding and the important genealogy at the end, we find interesting language that is strikingly reminiscent of Genesis 2:24

That important verse reads:

'Therefore a man shall leave [יַֽעֲזָב] his father and his mother and hold fast [וְדָבַ֣ק] to his wife, and they shall become one flesh.'

The verb עזב can be quite strong in force. For example, Joseph leaves behind [וַיַּעֲזֹ֤ב] his garment as he flees from Pharaoh's wife's sexual advances. Countless times, Israel is depicted abandoning the LORD, for example in Judg 2:12 [וַיַּעַזְב֞וּ], and going after other gods.

Likewise, the verb דבק is rather striking. Lot is mortified of disaster overtaking him [תִּדְבָּקַ֥נִי] as he flees from Sodom. Israel is commanded in Deut 10:20 to cling fast [תִדְבָּ֔ק] to the LORD and serve him and swear by his name.

Together they illustrate how radical God designed marriage to be. Marriage is a real severing of family relations in order to form a new, permanent bond with another human being.

Something very similar to this takes places in Ruth's life.