UnseenValue

@unseenvalue

“You have to know what you know - your circle of competence.” - Joel Greenblatt. Consumption | Custom Synthesis | CRAMS | Biologics | CDMO | SpecChem

Vrijeme pridruživanja: studeni 2016.

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  1. Prikvačeni tweet
    18. svi 2019.

    How to augment your Sector knowledge? Follow these 5 points 👇 1. The Five Rules For Successful Stock Investing by Pat Dorsey 2. Con Calls - as many as you can in that sector 3. Annual Reports - as many as you can in that sector 4. Interact with trade/channel partners 5. AGMs

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  2. prije 9 sati
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  3. proslijedio/la je Tweet
    26. pro 2019.

    Exit only if an accounting fraud or corporate governance issue. Else will hold for next decade. Astec Atul Clariant Deepak Nitrite DMCC Excel Industries Fairchem Navin Fluorine NOCIL Rallis SH Kelkar Sudarshan Chemical | My preferred SpecChem for next 10Y

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  4. prije 18 sati

    Q: Reliable fair value of any business? A: What a knowledgeable buyer would pay to buy the whole business from a knowledgeable seller in an all-cash transaction. 1. Knowledgeable Buyer 2. Knowledgeable Seller 3. Whole Business 4. All-Cash Deal Intrinsic Value | Fair Value

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  5. 4. velj

    The harbinger of spring 🙌 Home | Daffodils 🌼🌼🌼

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  6. 4. velj

    I am right. The market is wrong. This simple assumption causes endless grief. | Humility

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  7. 3. velj

    News flash......all automotive companies except Tesla will shut down in the near future. This is the reason for such a massive scarcity premium on TSLA. Obituary getting drafted across the board 👇 BMW Audi Mercedes-Benz Citroën Renault Toyota Volkswagen Hyundai General Motors

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  8. 3. velj

    Sincere gratitude and appreciation for my beloved bear uncle. Hope he will reward on Eris Lifesciences too :) ITC ✋ Dil Diya Hai......Capital Allocation Bhi Denge....Jaan Nahi Denge 😴💤 Perception Changing Price or Price Changes Perception - who cares!!

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  9. proslijedio/la je Tweet
    18. pro 2019.

    Price over 375: Management been growth hungry and their strategy to diversify into complex downstream derivates always had great potential. R&D play. Better days ahead! Price below 225: DASDA game over; Commodity; Maine bola tha... 🤣🤣 Deepak Nitrite | Price Changes Perception

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  10. proslijedio/la je Tweet
    10. kol 2019.

    Dear Bear Uncle, Congrats on the hard work you’ve done till date on . But, the job is incomplete! Look at the opportunity landscape - most Bulls are dead. The surviving ones are too weak to fight. It’s now or never towards ~200. Good luck, Ye Consumption Bull mange more!

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  11. 2. velj

    Form is temporary. Class is permanent. | 🐂

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  12. proslijedio/la je Tweet
    19. ožu 2017.

    Why Diageo and others are a good long term bet 😊

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  13. 2. velj

    The hedgehogs are hibernating now, but spring is not far away! We’re getting there......⛅️ ⛅️

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  14. 2. velj

    There you go…..exactly what it says on their tin - "Unique Home Improvement Experience" for "Your most unhappy customers are your greatest source of learning." - Bill Gates

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  15. 1. velj

    New management? Yes New greenfield CAPEX? Yes New molecules? Yes New R&D infrastructure? Yes New highs? Why not !......🤞 Tata's Corporate Governance | Rallis 🧪

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  16. 1. velj

    Good Management (M) + Business (B) combo is like Kapil Dev! You only pay for the base business valuations (Bowling) but the asset generates "new sources" of "Cash-Fountains" over time (like Kapil's explosive Batting and world-class Fielding). | Good M + B = steady +ve surprises

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  17. 31. sij

    It's a hat-trick! Hard to believe that this small-cap Pharma was available at half price ~6 months back. | RPG Life Sciences 🌈

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  18. 31. sij

    "Companies are rarely criticized for the things that they failed to try. But they are, many times, criticized for things they tried and failed at." - Jeff Bezos Innovate. Fail. Learn. Fix. Afresh.... CDMO | FMCG | SpecChem | Pharma

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  19. 30. sij

    CDMO | CRAMS | Pharma 💉💊 is a teenager at 15 today. The size of their operations dwarfs many CRAMS/Pharma double of Laurus's age! Was a dazzling beauty at 330-340. A perfect cocktail of "Large Opportunity + Scaleable DNA" Conviction | Patience | Sector Focus ⭕️

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  20. 30. sij

    When the valuations are at historic lows the crowd focuses on the -ve aspects. When the valuations are at historic peak the crowd focuses on the +ve aspects. Contrarian wins | Play reverse sweep instead ⭕️

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  21. 29. sij

    If I have faith in the capability and ethics of the senior management team - I don't really care about the micro-details in financial statements. If I don't trust the management - any clarifications or details won't help change my stance on the business. | Management Quality ⭕️

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