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Sajal Kapoor
Sajal Kapoor
@unseenvalue
Private Equity is "smart money". They enter only when there is a potential to unlock value.

CVC Capital (#HCG)
Carlyle Group (#SeQuent)
#Biocon Biologics (True North)
KKR (in talks to buy a controlling stake in #JBChemicals & Pharmaceuticals)

| Smart money is after my holdings!

Healthcare is a big (correction : very big) opportunity with a multi-decadal growth runway looking at the demographics and decades of underinvestment in India.

Keep averaging-up as the business performs.

Not easy.

Capacity to suffer consolidation/underperformance is paramount.
UVLEARNINGS
Sajal Kapoor
Sajal Kapoor
@unseenvalue
Avoid low quality assets in a sector where price discovery has been relentless over many years. Stay with tier 1 players. Margin of safety is in business first and not the entry price. This is not valid for short term positional trades. Those are managed via strict stop losses.
UVLEARNINGS
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Syngene Intl
Syngene Intl
@SyngeneIntl
Syngene is delighted to share that we are part of Fortune India’s Top 100 Wealth Creators list for 2021.
The criteria involved being a listed company with a 5-year CAGR of 7.5% plus in terms of market cap, revenue &profit (2017-21).
#FortuneIndia #Syngene #FortuneList #CDMO
1/5


Those incurring a net loss in any of the 5 fiscals (2016-20) were filtered out. The final 100 were based on firms having revenues of Rs 300 crores or more in FY20.
2/5

Key to our success has been our growing clientele who regard us more as a strategic partner with flexibility to work across a spectrum of clients -MNCs to start-ups. We also have a consistent client retention rate of 90%.

#strategicpartnership #clientele #USA #Europe #Japan
3/5

On the range of #scientific work being done at Syngene, our CEO, #Jonathan_Hunt is quoted as saying: “The minute you come into our campus, you can travel the world, scientifically – we do that degree of knowledge-intensive work here”.
#Biopharma #CRO #CDMO #CMO #CRDMO
4/5

Our winning formula? Capability to offer integrated services across the #DrugDiscovery, Development, Mfg continuum under one roof; Lean Sigma way of operations; Quality of our work. All this built on the foundation of world-class talent.
#DrugDevelopment #Scientists
5/5
UVLEARNINGS
Sajal Kapoor
Sajal Kapoor
@unseenvalue
Mr. Rakesh Jhunjhunwala asked great questions on CDMO. Made me Jubilant on Zooming😉
UVLEARNINGS
Conviction | Patience
Conviction | Patience
@unseenvalue
You offer me 80% cost arbitrage (discount relative to Japan/EU/US) along with low confidence / assurance on Critical Success Factors and I won't give you a single NCE/NBE to discover, develop or manufacture. Capex/opex arbitrage is too low in the disruptive-science-pecking-order! https://t.co/O2l8dK4BUv
UVLEARNINGS

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WORLD OF SANATAN DHARMA
WORLD OF SANATAN DHARM...
@world_sanatan
WHY BABUR NEVER TRIED TO ATTACK SRI KRISHNADEVARAYA ?

A🧵u must read

It is very well known that Babur considered Krishna Dev Raya as the strongest ruler of the entire subcontinent, and Vijayanagar empire the strongest during that time in India.

1/10


The Vijayanagar empire reached its peak during 1509-1529 around the reign of Krishna Dev Raya.

Vijayanagar’s famed elephant brigade 👇

2/10


At his command there were over 50000 elite troops with a regiment of Portuguese gunners and 3200 cavalry with 600 elephants.

3/10

Along with that more than four hundred thousand ( four lakh) peasant levies and irregular military made this empire one of the largest in all of South Asia.

A typical Vijayanagar levie soldier 👇

4/10


During Baburs invasion, Krishna Dev Raya ruled supreme in all of deccan.

In fact, in an all our brawl, Krisha Dev Raya will beat Babur fair and square.

Babur could muster at max 50000 troops with 50 canons.

While Krishna Dev Raya had these numbers in Hampi alone

5/10
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@RamaInExile
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Arts are best form to Express thoughts & devotion. In All civilization Arts played very important role to express sprituality. Tibbeten Tangkhas are prime example .

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केशव धृत-मीन-शरीर, जय जगदीश हरे!!


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Noah Smith
Noah Smith
@Noahpinion
Remember: Just because an idea is old doesn't mean it's good.

Knowing whether old ideas are more likely to be good requires understanding whether conditions have changed in important ways.

Horse archery was an amazing method of warfare for over a thousand years...then people invented guns, and suddenly this great idea that had stood the test of time became obsolete.

Then again, when underlying conditions don't change much, tried-and-true approaches are probably better.

"Learning the lessons of history" usually just means assuming ergodicity and stationarity in an informal time-series model...

(end)
SOCIETY
Loren Brichter
Loren Brichter
@lorenb
So it turns out that Google Chrome was making everything on my computer slow *even when it wasn’t running*, because it installs something called Keystone which is basically malware.

I made a website because this shouldn’t

Wired first reported on how bad Keystone was 11 years ago when they put it into Google Earth (they seem to put it in all their popular

The fact that Keystone hides itself in Activity Monitor is bizarre. (The only sign of it was excessive CPU usage of WindowServer which is a system process).

I don’t know if Google was doing something nefarious with Keystone, or a third party figured out how to (which Wired warned about). But either way, I’m not inclined to give Google-the-organization the benefit of the doubt (despite the many good people who work on Chrome)...

...since it's been a decade+ and this still hasn't been "fixed".

There is no reason for auto-update software to need to do what Chrome/Keystone was doing. It also has a long history of crashing Macs.
TECH
Aditya Todmal
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


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


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


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
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