@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.
More from Sajal Kapoor
Many stock specific questions on my DM or otherwise remain unanswered. Have shared my thesis, process/framework over many months and would encourage you all to find your own process that suits your very own genome. Learn to do that hard leg-work. Put that effort. Survive. Thrive.
[Free CDMO Masterclass #18] https://t.co/208eQbYKEF
— Conviction | Patience (@unseenvalue) July 25, 2021
[Free Art of Investing] https://t.co/bHvUqnpiTE
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