BC UVLEARNINGS
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Before recording this webinar, used Brinzolamide API to improve vision 👁️

Keywords :: Brinzolamide API vision

More from Sajal Kapoor

Sajal Kapoor
Sajal Kapoor
@unseenvalue
Most Indian businesses are locally competitive. You take them outside India, and they struggle. Very few businesses (IT, Pharma/API, Chemicals/CDMO) are fit to compete and beat global competition. These rare gems tend to survive over long time periods and thrive over all cycles.
PRAJ
Sajal Kapoor
Sajal Kapoor
@unseenvalue
If I have the luxury of not looking at my portfolio for five years and build it today, I will go and buy CDMOs assisting innovators on ::

Animal Healthcare
Biotechnology (including fermentation)
Peptides
Oligonucleotides
High Potency Drugs in Oncology

Keywords :: five years
UVLEARNINGS , UVRESOUCE
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Sajal Kapoor
Sajal Kapoor
@unseenvalue
Wasn’t easy to book losses in this #Antibiotics business after waiting for 4 long years. Was even more difficult re-entering the same business after few months when @punitbansal14 broke the news of a major yield improvement and slew of R&D filings across the Antibiotics spectrum!
UVLEARNINGS
Conviction | Patience
Conviction | Patience
@unseenvalue
#SeQuent_2 was my 3rd and final warning ⚠️

Long story short :: If you follow someone - make sure you do actually 'follow' ...

When the focus is on capability, terminal value and ESOPs - reported earnings recovery would have to wait. No science. No commerce. Pure basics 😏
UNSEEN
Sajal Kapoor
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.
UVLEARNINGS , UNSEENVALUELEARNINGS

More from Uvlearnings

Sajal Kapoor
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 = 💰💰💰💰
UVLEARNINGS , UVPOINTERS
Sajal Kapoor
Sajal Kapoor
@unseenvalue
In hindsight this is how a gruesome business would look like ::

Pricing power

Sticky and mandatory consumption

30-35% ROCE once optimal capacity utilisation is reached and asset has depreciated

170x stock returns excluding dividends over 25 years

D: I’ve been averaging up
UVLEARNINGS
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Sajal Kapoor
Sajal Kapoor
@unseenvalue
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
UVLEARNINGS
Sajal Kapoor
Sajal Kapoor
@unseenvalue
Context ::

https://t.co/jKwBEs81CB

Listen from around 2:21:00

#CDMO
UVLEARNINGS
Sajal Kapoor
Sajal Kapoor
@unseenvalue
@rwind78 @sahil_vi @AdityaKhemka5 @soicfinance #SeQuent is investing in enhancing the terminal value of the business. This should provide better valuations fresh entry next year. Given the fact that it was 40+ in 2018, even a 400+ by 2028 would mean a very healthy 25-26% CAGR ex dividends.

D: Invested. Add more next year.
UVLEARNINGS

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Anu Satheesh \U0001f1ee\U0001f1f3
Anu Satheesh 🇮🇳...
@AnuSatheesh5
Chennimalai Murugan Kovil
#Erode
#TamilNaduTemples 🚩

Chennimalai Murugan Temple is located  near Perunthurai in Erode District. Murugan is worshipped here as Dandayudapani. Temple is situated on the banks of Noyyal river also called Kanchima Nadhi. Temple is situated in a hill


Sthala Puranam says that, there lived a Landlord who had many cows in his farm. One among them was a Black Cow, which didn't give milk. Land lord observed that evening time, when all the cows came back after grazing, this cow used to go to a particular spot and gave all  the milk


by itself. He decided to dig the spot where the cow gave its milk

On digging a beautiful Vigraham of Murugan was found, but lower portion was very rough. So he called a great sculptor to soften it. Everyone was shocked to see that on the first chisel the vigraham bleeded.


Land lord realized that Murugan wanted the Vigraham the way it was.

Thus Prathishta was done on Chennimalai hill. It is believed that Sivalaya Chola got relieved from his Brahmahatti Dosha here. Kanda Shasti Kavacham was first offered here.

Muruganukku Haro Hara
🙏🕉🙏
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Aditya Todmal
Aditya Todmal
@AdityaTodmal
12 TRADING SETUPS which experts are using.

These setups I found from the following 4 accounts:

1. @Pathik_Trader
2. @sourabhsiso19
3. @ITRADE191
4. @DillikiBiili

Share for the benefit of everyone.

Here are the setups from @Pathik_Trader Sir first.

1. Open Drive (Intraday Setup explained)


Bactesting results of Open Drive


2. Two Price Action setups to get good long side trade for intraday.

1. PDC Acts as Support
2. PDH Acts as


Example of PDC/PDH Setup given
STOCKLEARNINGS , LEARNSTOCKTRADING
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The New York Times
The New York Times
@nytimes
Stan Lee’s fictional superheroes lived in the real New York. Here’s where they lived, and why. https://t.co/oV1IGGN8R6


Stan Lee, who died Monday at 95, was born in Manhattan and graduated from DeWitt Clinton High School in the Bronx. His pulp-fiction heroes have come to define much of popular culture in the early 21st century.

Tying Marvel’s stable of pulp-fiction heroes to a real place — New York — served a counterbalance to the sometimes gravity-challenged action and the improbability of the stories. That was just what Stan Lee wanted. https://t.co/rDosqzpP8i


The New York universe hooked readers. And the artists drew what they were familiar with, which made the Marvel universe authentic-looking, down to the water towers atop many of the buildings. https://t.co/rDosqzpP8i


The Avengers Mansion was a Beaux-Arts palace. Fans know it as 890 Fifth Avenue. The Frick Collection, which now occupies the place, uses the address of the front door: 1 East 70th Street.
CULTURE
STEALTH JEFF
STEALTH JEFF
@drawandstrike
Andy McCabe has some explaining to do.


Andrew McCabe was reported to the FBI’s Office of Public Affairs for making an unauthorized leak of classified info to the media about @GenFlynn in early February 2017.

If you’ve wondered exactly who it was who leaked the classified info from that intelligence report on @GenFlynn’s phone calls with then-Russian ambassador Kislyak to the media, you are right now seeing a huge honking clue who it was.

To those responding to this info by sneering "Nothing's gonna happen":

Up.

Your.

Game.

You just might be too stupid to be following me.

The then-Deputy Director of the FBI get's caught targeting @GenFlynn with an illegal leak so he can 'investigated' by Peter Strzok?

Now that we know it was McCabe who set up Flynn for a fake 'perjury' investigation by his pet attack dog, Peter Strzok, the next name that's going to surface is...Joseph Pientka.
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Billy Bostickson \U0001f3f4\U0001f441&\U0001f441 \U0001f193
Billy Bostickson 🏴👁&👁 ...
@BillyBostickson
1/x Fort Detrick History
Mr. Patrick, one of the chief scientists at the Army Biological Warfare Laboratories at Fort Detrick in Frederick, Md., held five classified US patents for the process of weaponizing anthrax.

2/x
Under Mr. Patrick’s direction, scientists at Fort Detrick developed a tularemia agent that, if disseminated by airplane, could cause casualties & sickness over 1000s mi². In a 10,000 mi² range, it had 90% casualty rate & 50% fatality rate


3/x His team explored Q fever, plague, & Venezuelan equine encephalitis, testing more than 20 anthrax strains to discern most lethal variety. Fort Detrick scientists used aerosol spray systems inside fountain pens, walking sticks, light bulbs, & even in 1953 Mercury exhaust pipes


4/x After retiring in 1986, Mr. Patrick remained one of the world’s foremost specialists on biological warfare & was a consultant to the CIA, FBI, & US military. He debriefed Soviet defector Ken Alibek, the deputy chief of the Soviet biowarfare program
https://t.co/sHqSaTSqtB


5/x Back in Time
In 1949 the Army created a small team of chemists at "Camp Detrick" called Special Operations Division. Its assignment was to find military uses for toxic bacteria. The coercive use of toxins was a new field, which fascinated Allen Dulles, later head of the CIA
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