Conviction | Patience

Asian Paints is the TCS of 'Home Improvement' space

Think in terms of ::

- Sustainability of Leadership over decades
- Sustainability of Consumption Megatrend
- Sustainability of CFO and Governance
- Quality of Balance Sheet

Rather than absolute MCap

Conviction | Patience

TCS of CDMO in the making over the next 15Y \U0001f1ee\U0001f1f3

Compounding @ 25% since the IPO.

Syngene | Revisit 2030-2040 https://t.co/PHd8UEod5X
— Sajal Kapoor (@unseenvalue) December 30, 2019

More from Sajal Kapoor

Sajal Kapoor
@unseenvalue

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.

Sajal Kapoor
@unseenvalue

Indian Investing Conclave CDMO/API was free (short registration for access needed)

https://t.co/9XwKv9L3Bp

Sajal Kapoor
@unseenvalue

@connectgurmeet Impact of Bioeconomy / Biotechnology be very visible by 2030. This runway is ridiculously long, so even those who buy after 10 years, will create serious wealth if they could hold for a long enough period.

Allocation + Patience = 💰💰💰💰

Conviction | Patience
@unseenvalue

Biosciences is the space to track and follow globally. Sector offers extra large opportunity landscape. Shared the full thesis in that April webinar. Convinced that 🧬 will throw many big compounders in next few years.

#Fermentation #Biotechnology

Conviction | Patience
@unseenvalue

ACDEGTVZ 🇺🇸 and SBLSKRP2 🇮🇳 are an unequal weight "genetically modified" high 🔥🔥 global 🧬🧬 basket.

Emphasis : "unequal" weight. In a Sunday buffet - can have extra large portion of what you really enjoy eating, by ignoring other not so tasty or healthy things 🧫🧬

More from Uvlearnings

Sajal Kapoor
@unseenvalue

From failing to qualify for a major world event to winning a major world event. Unseen transformation in just 3Y 🇮🇹 ⚽️

From an unseen retail owned micro/small cap to institutional darling large cap. Magical transformation unfolding in just 3Y from late 2019 to late 2022 🇮🇳 ⭕️

Intrinsic Compounding
@soicfinance

A webinar worth watching again and again 👌👌

3rd time for me personally

Every sector (Manufacturing, Textiles, Foods, Consumer Products, Materials & Renewable Chemicals, Life Sciences and so on will be impacted by Bioeconomy. Must study ... !)

Industry 5.0 Vision 2 \U0001f9ec @soicfinance

[Explained from timestamp 2:41:38 onwards]https://t.co/qgXiH9PdBH
— Conviction | Patience (@unseenvalue) July 28, 2021

Conviction | Patience
@unseenvalue

H was always unseen in S2NL :)

Those who exited at 1500 needed money. They can always come back near 969. Those who exited at 230 also needed money. They can come back near 95.

Those who sold L @ 660 can always come back at 360. Those who sold S last week can be back @ 301

Sir, Log yahan.. 13 days patience nhi rakh sakte aur aap 2013 ki baat kar rahe ho. Even Aap Ready made portfolio banakar bhi de do to bhi wo 1 month me hi EXIT kar denge \U0001f602

Neuland 2700 se 1500 & Sequent 330 to 230 kya huwa.. 99% retailers/investors twitter par charcha n EXIT\U0001f602
— BhavinKhengarSuratGujarat (@IntradayWithBRK) September 19, 2021

$Tar \u26a1$

Tar ⚡
@itsTarH

Of all the CDMO plays, I like Bio-Tech CDMOs 🧬 the best.

1️⃣ High barriers to entry
2️⃣ Long gestation periods
3️⃣ Demand that never seems to end
4️⃣ Hockey Stick Growth as molecules move from Phase 1 to Phase 3
5️⃣ Sticky Business and

Sajal Kapoor
@unseenvalue

There are many such from @oraunak @soicfinance @jeevanpatwa and https://t.co/208eQbYKEF #22 by @tusharbohra

My advice would be - invest time in researching how and why synthetic biology and #biotechnology be disrupting many petro derived chemicals, textiles and other materials.

Don't be too excited about the Khel Ratna award being renamed. There is a lot more to do. If have patience, go through this list.
1. Rajiv Gandhi Gold Cup Kabaddi Tournament
2. Rajiv Gandhi Sadbhavana Run
3. Rajiv Gandhi Federation Cup boxing championship

4. Rajiv Gandhi International tournament (football)
5. NSCI – Rajiv Gandhi road races, New Delhi
6. Rajiv Gandhi Boat Race, Kerala
7. Rajiv Gandhi International Artistic Gymnastic Tournament
8. Rajiv Gandhi Kabbadi Meet

9. Rajiv Gandhi Memorial Roller Skating Championship
10. Rajiv Gandhi memorial marathon race, New Delhi
11. Rajiv Gandhi International Judo Championship, Chandigarh
12. Rajiv Gandhi Memorial Trophy for the Best College, Calicut

13. Rajiv Gandhi Rural Cricket Tournament, Initiated by Rahul Gandhi in Amethi
14. Rajiv Gandhi Gold Cup (U-21), football
15. Rajiv Gandhi Trophy (football)
16. Rajiv Gandhi Award for Outstanding Sportspersons

17. All India Rajiv Gandhi Basketball (Girls) Tournament, organized by Delhi State
18. All India Rajiv Gandhi Wrestling Gold Cup, organized by Delhi State
19. Rajiv Gandhi Memorial Jhopadpatti Football Tournament, Rajura

Aditya Todmal
@AdityaTodmal

MASTER THREAD on Short Strangles.

Curated the best tweets from the best traders who are exceptional at managing strangles.

• Positional Strangles
• Intraday Strangles
• Position Sizing
• How to do Adjustments
• Plenty of Examples
• When to avoid
• Exit Criteria

How to sell Strangles in weekly expiry as explained by boss himself. @Mitesh_Engr

• When to sell
• How to do Adjustments
• Exit

1. Let's start option selling learning.
Strangle selling. ( I am doing mostly in weekly Bank Nifty)
When to sell? When VIX is below 15
Assume spot is at 27500
Sell 27100 PE & 27900 CE
say premium for both 50-50
If bank nifty will move in narrow range u will get profit from both.
— Mitesh Patel (@Mitesh_Engr) February 10, 2019

Beautiful explanation on positional option selling by @Mitesh_Engr
Sir on how to sell low premium strangles yourself without paying anyone. This is a free mini course in

Few are selling 20-25 Rs positional option selling course.
Nothing big deal in that.
For selling weekly option just identify last week low and high.
Now from that low and high keep 1-1.5% distance from strike.
And sell option on both side.
1/n
— Mitesh Patel (@Mitesh_Engr) November 3, 2019

1st Live example of managing a strangle by Mitesh Sir. @Mitesh_Engr

• Sold Strangles 20% cap used
• Added 20% cap more when in profit
• Booked profitable leg and rolled up
• Kept rolling up profitable leg
• Booked loss in calls
• Sold only

Sold 29200 put and 30500 call
Used 20% capital@44 each
— Mitesh Patel (@Mitesh_Engr) April 12, 2019

2nd example by @Mitesh_Engr Sir on converting a directional trade into strangles. Option Sellers can use this for consistent profit.

• Identified a reversal and sold puts

• Puts decayed a lot

• When achieved 2% profit through puts then sold

Already giving more than 2% return in a week. Now I will prefer to sell 32500 call at 74 to make it strangle in equal ratio.

To all. This is free learning for you. How to play option to make consistent return.
Stay tuned and learn it here free of cost. https://t.co/7J7LC86oW0
— Mitesh Patel (@Mitesh_Engr) February 7, 2020