Value creation model
Best explained by #Syngene
-Assets
-Services
-Value created
-Reinvestment.

Syngene's moat and business are
Irreplaceable by any company in India
(Jubilant Biosys is only comparison but much smaller)

Mr. Vijay Kedia built a net worth of over Rs. 800 crores.

But you probably never read past that headline.

So I binged hours of interviews to learn his investing principles and strategies.

Here are 20 lessons on investing from @VijayKedia1 Sir:

Collaborated with @AdityaTodmal

Before I start, a quick disclaimer, please don't ape his portfolio.

As the entry price, horizon and risk appetite would be far different than yours.

Rather lets draw inspiration and try to learn his stock picking skills.

Now let's DIVE IN👇

1/ Started off as a trader:

- Soon, beginner’s luck started to fade out and loses started to mount, to an extent where his mother was about to sell her ornaments.

- Although he was able to dodge the situation.

- This incident taught him the biggest lesson to have a stop-loss.

2/ Punjab Tractors:

- In 1990, he made his first investment by putting in his 10-years savings of Rs 35,000 in this stock, based on a news trigger that tractor industry will witness a turnaround.

- It worked and fetched him 4-5 times which he calls it as a fluke.

3/ He believes that an investor must possess three qualities:

i. Knowledge,
ii. Courage, and
iii. Patience.

Panniyur Sri Varahamurthy Temple Palakkad, Kerala
#KeralaTemples 🚩

Panniyur Sri Varahamurthy Temple is located in Pattambi Taluk of Palakkad District. This is believed to be the first temple in Kerala, where Prathishta was done by Parasurama

Story says that, Parashurama after

Creating Kerala was doing Tapasya here. But he was disturbed as the land faced turbulence. Parashurama sought Narada’s help, who advised him to pray to Vishnu. Parashurama started praying Maha Vishnu. Finally Maha Vishnu appeared and told to do Prathishta of his Varaha Avatar.

As Earth is saved in Varaha Avatar, this temple is famous to solve land related issues.

Many people conduct Bhoomi puja here, which is very special here. They bring sand from around the temple which is used for pooja and then has to be returned to the same spot 👇

from where it was taken.
It is also believed that Perumthachan, the legedary craftsman has abandoned his tools here.
Om Shri Varaha Murthaye Namah
🙏🕉🙏

DEVI KARUMARIAMMAN, THIRUVERKADU (TN)

Devi is worshipped here as both Swayambhu (self-manifested) and as Parashakti (with 4 arms holding skull,sword,trishul,udukkai/damru).

Here, Muruga got Vel from Devi to fight Suran. So the place was called Vel kadu which became Verkadu.

It is said that there was an anthill here long ago. Devi appeared in the dream of a devotee and asked him to build a shrine at that spot. When the anthill was removed, the swayambhu murti of Devi emerged. So Devi is called Karuvil Illadha Karumari ( not in the womb of mother).

Once, Devi went to Surya in the form of an old woman but Surya neglected her. Devi’s anger made Surya lose his brightness.
To appease her, Surya said that His rays would fall on Her directly twice in a year and touch her feet. Also, Sunday is celebrated as day of Devi Karumari.

There is also a wooden image of Devi (Marachilai Amman) here. Devotees offer locks to her in the belief that She would safe guard their houses.
Temple tank (Thiruchamber Poigai) is said to have been created by Subramanya. Taking dip in it is said to cure skin related disorders.

THREAD

I get asked for writing tips a lot. Of all the ones I’ve given, here are a few of the ones that seem to hold true and remain somewhat universal or at least mostly unobjectionable:

#amwriting #writingtips

1. If you are a fast writer (i.e., if you compose first drafts very quickly) then you absolutely must become a slow editor. Much of what I call “writing” is really, for me, editing.

2. If you don’t read you cannot write a lot or well. Sure, maybe you can read like a maniac for a decade and then read less after that, but without some large volume of intake, there will never be a meaningful output.

2.1 I sometimes say that I feel like writing without reading is like trying to run a marathan on a cracker. And sadly I see many students struggling to write when they have simply never read enough to fuel that demand of the task at hand.

3. All writing is writing if one decides to treat it that way. If one takes some degree of intentional will when sending emails, posting on social media and writing notes and marginalia, then all of that can count as meaningful daily writing.