The comment from renowned investor was in a lighter vein. You ought to listen to the tone. He was spot on in comparing the capability and scale of two businesses, as both started around the same time - one could scale up, whilst other couldn't. Let's not read too much into it 🙂
In an example of how deeply ingrained misogyny is in the Indian system, billionaire investor Rakesh Jhunjhunwala asked the management of Jubilant Pharmova: \u201cHow can we be lower than the lady? We have to beat her,\u201d in a slighting reference to @kiranshaw.
— Dr. Kailashnath Koppikar (@koppik) June 26, 2021
https://t.co/1dkZ9JMLLr
More from Sajal Kapoor
Tail-events generate the biggest panic and upside. If you survive the panic w/o jumping off the train, you deserve the 100x in few stocks.
Temperament + Business Analysis = ⤴️
@unseenvalue Hats off Sir. I compared an equal weighted portfolio of your stocks above to the 2 Coffee Can stocks Abbott & Divis and your portfolio has delivered significant upside since then
— ML4TradingDoctor (@DrKRIndia) May 16, 2021
Key has to be conviction and equal weighting pic.twitter.com/6dJ1LDMSYr
Never Knowingly Misguide.
Money making and fake advisory/PMS propaganda has never been my agenda
In just 15 years, #LaurusLabs has scaled up like no other..!
— Conviction | Patience (@unseenvalue) July 5, 2020
Numbers v Narrative: Well balanced 2800 Cr sales + huge competitive advantage in terms of IP/patents/synthesis capability!
Comparing Laurus with others - 1 hrs 28 mins\U0001f447https://t.co/Zzx6AwHZLH
Conviction | Patience pic.twitter.com/I6bImfjDCW
More from Uvlearnings
https://t.co/hItmOud8Pm
#Hikal has stepped up R&D in recent years. Next few years (capex & launches) should yield superior earnings. Wish them all the luck \U0001f44d
— Sajal Kapoor (@unseenvalue) September 26, 2020
D: invested and biased view for sure, but it was below 1x price to sales vs 12x price to sales for many chemicals and generic players. No reco!! pic.twitter.com/aqPUKbziHK
Speciality vs Commodity Chemicals
— Sajal Kapoor (@unseenvalue) June 15, 2020
Speciality - typically bespoke solutions as per customer's requirements. High complexity. This makes continous R&D and product innovation a key success factor!
Go to 2 hr 21 mins for my views on #Chemicals sector \U0001f447https://t.co/Zzx6AwHZLH