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Conviction | Patience
@unseenvalue 5 years, 2 months ago 834 views

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

[Free Art of Investing] https://t.co/bHvUqnpiTE

[Paid IIC Dec 2020 on SeQuent] https://t.co/3iDO438Et9

[Charity fund raise on Unseen Trends in Biotechnology] https://t.co/eNi1x1qwhH

[Q&A on APIs] https://t.co/EQGz007a9S
— Conviction | Patience (@unseenvalue) July 25, 2021

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Sajal Kapoor
@unseenvalue

Only one Indian company is making the country pound in the US when it comes to Biologics #Biocon @Bioconlimited 👏👏

Company floated and nurtured by a women despite all the gender biases. How can the gents be beaten by a lady?

Conviction | Patience
@unseenvalue

"The global natural cosmetics market is expected to be worth $48.04 billion by 2025..... #Biotechnology could be the game-changer for natural beauty lovers – and, more crucially, Planet Earth."

https://t.co/PEvcSXrrW1

#Fermentation | Industry 5.0 Vision 2 🧬

Sajal Kapoor
@unseenvalue

Monishaaa, ‘Bio-refineries’ bolo beta…
This ‘Sugar Mills’ is just too middle class!

Conviction | Patience
@unseenvalue

@shuchi_nahar @AnyBodyCanFly Created this thread in 2018, as saw this coming. Covid actually accelerated the trend … next disruption will be lead by biosciences. Unseen today be seen few years out

Technology is enabling new ways of credibly accessing medical knowledge via smart phones / tablets.

Android, iOS have > 5k health / fitness apps like @Medscape, pointing to a future where the Tech. drives a part of medical knowledge and therapeutic guidance instead of a Doctor!
— Conviction | Patience (@unseenvalue) November 8, 2018

Conviction | Patience
@unseenvalue

@punitbansal14 Every single CDMO/API I’ve spoken about has still many many unseen angles. Below is a small example. Last added @LaurusLabs near 330 last year and immediately disclosed that I’ve added. Nothing sold since. Waiting for correction to add more 🙏🏻

Keywords: Many many unseen angles

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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 = 💰💰💰💰

Sajal Kapoor
@unseenvalue

@BhavaniprasadP Listen to @AdityaKhemka5

Sajal Kapoor
@unseenvalue

@harindersnanda @ishmohit1 @soicfinance @punitbansal14 @nison_steve Both should do well. Prefer Zoetis for leadership, best in class margins and management's execution. Elanco should improve with Bayer Animal boosting companion proportion in its overall mix.

#SeQuent will under-perform next 1-2 years due to #ESOP (unless a surprise M&A happens)

Aditya Khemka
@AdityaKhemka5

Only 1 hospital chain has these all packed in to 1 entity, IMHO. That chain also is the only chain in the world that trades near 1x replacement cost. But how can we buy it? It makes losses! -ve RoE!! Doesn't appear in quant filters, ignored due to RoE = Moat rhetoric. PAT is God.

How many hospitals in India have globally comparable healthcare quality and high end molecular diagnostics, genomics diagnostics, AI/ML, Robotics for timely, accurate diagnosis and best possible prognosis, treatment at affordable cost?

Any thoughts @tusharbohra @AdityaKhemka5 https://t.co/6Mhpu5Dru1
— Sajal Kapoor (@unseenvalue) June 21, 2021

Sajal Kapoor
@unseenvalue

Research in CDMO/APIs is never a slam dunk. It may take ages to yield results. CEP filings can be lumpy as a result. As I wrote last year (link below), Hikal has been consistently sacrificing operating profits for a sustainable future. Best is ahead 🎥 🍿

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

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
— Sajal Kapoor (@unseenvalue) September 26, 2020

Please please please take your cyber security seriously even if you don’t consider yourself a high risk person. Here are a few easy things to start with. 1/n

Switch from WhatsApp to Signal and enable disappearing messages. Most of us cannot stop using WhatsApp entirely but at least turn off back ups to Google Drive or iCloud. 2/n

Do not have private conversations using the messaging service on any social media platform like Facebook, Instagram or Twitter. 3/n

Switch from Gmail to ProtonMail or any other secure email service provider. 4/n

Switch from Google Docs to CryptPad or RiseUp Pad.

Nikita Poojary
@niki_poojary

Catch me if you can @Mitesh_Engr

Time for a🧵
Mitesh Sir's EXPIRY Option Selling 101:
• What to look for?
• Strike Selection & Ratios
• SL mgmt
• Avoiding freezes
• Monthy Expiry
• Event days
• How he would have traded last expiry?

In collaboration with @AdityaTodmal

Edward de Bono says intelligence is like a🚗 Automobile

“A powerful car may be driven badly. A less powerful car may be driven well. The skill of the car driver determines how the power of the car is used.”

What @Mitesh_Engr Sir looks at for Expiry Trading:

• Technicals of BNF
• Individual Heavyweight stocks of BNF
• Support/Resistance of BNF on weekly TF
• Also has Superb SL management
• When it comes to adjustments, he is always on toes

How to Select Strikes to Sell?

• You can't sell based on premium
• Follow only trend
• Price action is best to sell on expiry day
• Never wait for the options to go to zero

Using Ratios to Sell:

• If BNF is in a range then strangles
• If breakout/ breakdown from a range then directional
• Selling 70/30 or 80/20 ratios
• 2 examples on how he used ratios

sriram
@SriramKannan77

12 Azhwars (Alwars)

The 12 Azhwars, (the Main composers of Naalayira Divya Prabandam - 4000 poetic Rhymes) are known as Nityasuris or Divyasuris; those who reside permanently with the Lord in His Heavenly abode.

They have incarnated as Azhwars -Vasihnavite Saints - to propagate Bhakthi Marga, devotion to Lord Vishnu.

Alwars have dedicated their lives towards Lord Sriman Narayana and they led their life by praising Him.

These Alwars were born in various parts of our country but they were all united in a common subject, ie dedicating their lives and praising the Lord.

Poigai Alwar, Bhoodath Alwar and Pei Alwar are collectively called as "Mudhal Alwars" were found in the same period of time.

Thirumazhisai Alwar, who thought the Perumal as his friend and has sung Mangalasasanam on Perumal.

Thirumangai Alwar was a great king and later, changed his life to work for the Perumal and for his bhaktaas.

Thondaradippodi Alwar, who is also named as "Vipra Narayanar" led his life as the servant to the God and did service to Him by offering beautiful Garlands.

Noah Smith
@Noahpinion

Krugman is, of course, right about this. BUT, note that universities can do a lot to revitalize declining and rural regions.

One thing I've been noticing about responses to today's column is that many people still don't get how strong the forces behind regional divergence are, and how hard to reverse 1/ https://t.co/Ft2aH1NcQt
— Paul Krugman (@paulkrugman) November 20, 2018

See this thing that @lymanstoneky wrote:

And see this thing that I wrote:

And see this book that @JamesFallows wrote:

And see this other thing that I wrote:

$Anu Satheesh \U0001f1ee\U0001f1f3$

Anu Satheesh 🇮🇳...
@AnuSatheesh5

Thiruvizha Mahadeva Kshetram
#Alappuzha
#Keralatemples 🚩

Thiruvizha Mahadeva Kshetram is located in Cherthala and it is believed that Prathishta of temple was done by Vilwamangalam Swamy. Paramashiva is Swayambhu here and is worshipped as Kalakandha which means who swallowed

Halahala visham to save the world during Samudra mathanam.

It is a famous temple where people seek the blessings, for curing the Kaivisham. The poison given by someone to destroy a person is made to vomit here. This is removed by making them vomit the poison by a special

medicine.
The medicine for vomiting is made from a plant near temple by Palodathu family. The milk offered to Bhagwan is mixed with the extracts of the plant.

Story says that once this place was a dense forest, and a woman was looking for the presence of a tortoise in the pond

and the tip of her stick hit the bottom and it started bleeding in the pond.
Frightened, the lady informed every one and after searching in pond people found Swayambhu Lingam inside the pond. Thus Prathishta was done here.

Om Namah Shivaye
Shambo Mahadeva
🙏🕉🙏

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.

More from Conviction | Patience

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