@unseenvalue Antifragile Thinking

Antifragile Thinking posts on X about business, in the, india, if you the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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[--] Month [--] +69%
[--] Months [---] +233%
[--] Year [---] +31%

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Social Influence

Social category influence finance 23.02% countries 5.76% stocks 4.32% social networks 3.6% technology brands 3.6% travel destinations 1.44% cryptocurrencies 0.72%

Social topic influence business 10.79%, in the 6.47%, india #3591, if you 5.04%, api 4.32%, company 3.6%, sir 3.6%, frame #699, stocks 3.6%, longterm #88

Top accounts mentioned or mentioned by @soicfinance @ishmohit1 @hpurwarp2003 @learningeleven @arosaurabh @rdkriplani @proxyinvestor @granulesindia @etnowlive @lauruslabs @neulandlabs @tusharbohra @iicconference @connectgurmeet @itstarh @sahilvi @punitbansal14 @saketreddy @oldschoolinvest @vivekinvestor

Top assets mentioned Beam Therapeutics, Inc. (BEAM) CRISPR Therapeutics AG (CRSP) BEAM (BEAM) Eli Lilly and Company (LLY) Restaurant Brands International Inc. (QSR)

Top Social Posts

Top posts by engagements in the last [--] hours

"Pick a simple idea. Take it seriously. Go deeper. Use multiple frames; each adds a distinct character to the thesis or antithesis. Put people first; everything else follows"
X Link 2026-02-11T08:26Z 153.3K followers, 24.7K engagements

"Sansera was [----] when I released this Hybrid CDMO report on Substack. I havent added since. I dont chase momentum. I wait for accidents. For the crowd to dump a great asset in random chaos. [----] pullback Maybe [----] Prepare. Dont predict. https://antifragilethinking.substack.com/p/framing-business-uncertainty-semiconductors https://antifragilethinking.substack.com/p/framing-business-uncertainty-semiconductors"
X Link 2026-02-13T19:17Z 153.3K followers, 10.6K engagements

"When the blue sky upside is over 200x (yes not % but times) the downside its pointless to be fearful. One needs time on their side. Remember what Taleb said (Time is the single greatest member of chaos and disorder family). Neuland tested my patience for a very long time (end [----] to end [----] was particularly painful). It gave me [---] reasons to exit and never return. How I survived I had operating cash flow (salary). There was no pressure to panic liquidate and run. When your trading income is your monthly income you have pressure. You become stressed. Acute stress is excellent. Chronic"
X Link 2026-02-14T05:10Z 153.3K followers, 15.6K engagements

"#Sansera Engineering: The Map. The Territory. The One Thing. https://antifragilethinking.substack.com/p/sansera-engineering-the-map-theterritory https://antifragilethinking.substack.com/p/sansera-engineering-the-map-theterritory"
X Link 2026-02-14T10:41Z 153.3K followers, [----] engagements

"Are you sure this book has nothing for investors 😊 Just as astronomers struggle to tell a faint galaxy from a nearby star or a flaw on the lens investors must separate real long-term trends from short-term market noise 👇 I think AI will be a net positive for India and for young Indians. My optimism comes from the fact that humans are problem solvers and we have used tools to solve the new problems and improve our standard of living My generation benefited from the Internet and the tailwinds it I think AI will be a net positive for India and for young Indians. My optimism comes from the fact"
X Link 2026-02-15T10:14Z 153.3K followers, 18.3K engagements

"2023: explained. 2024: explained again. Still doubted competence & integrity. Not many long-term investors in #LaurusLabs but speculators and traders galore Margin of safety is never in the valuation EPS or P&L. Its in the people. And parsing people Thats an art"
X Link 2026-02-13T11:07Z 153.3K followers, [----] engagements

"Steve Jobs said If you dont cannibalise yourself someone else will. The greatest risk to a successful company isnt competition. Its an attachment to a profitable past. That frames the derating across the IT services and SaaS landscape. The market isnt reacting to one weak quarter. Its questioning the durability of traditional technology services and software models. For two decades firms thrived on scale. More engineers. More billable hours. More users. More licences. Revenue tracked headcount or seat expansion. Margins were protected by labour arbitrage or high incremental software"
X Link 2026-02-15T08:35Z 153.3K followers, [----] engagements

"Absolutely. And somehow no one asked the questions that actually mattered on the latest earnings call. @unseenvalue sir can you share your current views on Privi on substack please 🙏 @unseenvalue sir can you share your current views on Privi on substack please 🙏"
X Link 2026-02-15T11:02Z 153.3K followers, [----] engagements

"4 Companies [--] Perspective $BEAM (Beam Therapeutics) $CRSP (Crispr Therapeutics) Jubilant #Ingrevia #Motherson International https://antifragilethinking.substack.com/p/different-worlds-one-lens-cash-flow https://antifragilethinking.substack.com/p/different-worlds-one-lens-cash-flow"
X Link 2025-10-13T13:23Z 153.2K followers, 10.7K engagements

"Cognitive Heuristics Sequel Part 1: Power Under Uncertainty (Novo Nordisk vs. Eli Lilly) #NovoNordisk vs. #EliLilly Part [--] coming soon :) https://antifragilethinking.substack.com/p/cognitive-heuristics-sequel-part https://antifragilethinking.substack.com/p/cognitive-heuristics-sequel-part"
X Link 2025-12-15T12:06Z 153.2K followers, 10.8K engagements

"HYD has a lot of unseen talent :) #Intel Corp"
X Link 2026-01-12T16:11Z 153.2K followers, 16.1K engagements

"I spent [----] and [----] deeply diligencing Cohance including lab visits and scuttlebutt before going public with my bearish stance. As a Venkat Jasti fan I triple-checked the negative rate of change before hitting eject. Warned a lot of people personally. Sometimes research can be brutal. Your best bet turns out super dud and your negativity on a co another super dud. As Jefferies would have learnt here on both top buy and top sell recos. As investors we need to read reports for facts and frame our own opinion. Just copying https://t.co/6EzKyVBOBa Sometimes research can be brutal. Your best bet"
X Link 2026-01-28T09:32Z 153.1K followers, 13.1K engagements

"Fixed asset turns at Q3 FY26 earnings calls: Laurus Labs and Piramal Pharma drew many questions highlighting a nuance even seasoned CDMO followers often miss. x is never f(x) 33:00 https://antifragilethinking.substack.com/p/cognitive-heuristic-why-x-is-not https://antifragilethinking.substack.com/p/cognitive-heuristic-why-x-is-not"
X Link 2026-01-30T06:24Z 153.2K followers, [----] engagements

"BlueJet valuation now is below IPO. CDMO traction may start after [----] (based on Vizag CAPEX). I had previously warned that validation was too high and hyped. Its down 60-70% from those levels. No recommendation whatsoever"
X Link 2026-01-31T14:37Z 153.2K followers, 20.2K engagements

"Positive earnings call. Just concluded"
X Link 2026-02-03T07:31Z 153.1K followers, 10.9K engagements

"#Interarch Building Solutions https://antifragilethinking.substack.com/p/interarch-building-solutions-start https://antifragilethinking.substack.com/p/interarch-building-solutions-start"
X Link 2026-02-03T14:17Z 153.1K followers, 12.4K engagements

"I've not bought a single share of #Hikal since . [---] to [---] and yet I haven't . Aug'2025 earnings call (my questions explain why) May [----] Substack update 👇"
X Link 2026-02-06T18:22Z 153.2K followers, 17.1K engagements

"Daniel Kahneman (Thinking Fast and Slow) 👇"
X Link 2026-02-08T10:30Z 153.2K followers, [----] engagements

"Precision in short-term CDMO forecasting is an illusion. #Sansera (Precision) Engineering. Earnings call: 3:30 AM UK tomorrow. I love sleeping. Buy a great business at a price that lets you snooze. Lazy. Very lazy investing :)"
X Link 2026-02-09T19:07Z 153.2K followers, 23.8K engagements

"I got to sleep well. Come what may. Universe has everyones balance sheet. Judge me after the race not during 🙏🏻 Just heard a Fair Value podcast from @unseenvalue Sajal sir. Unbelievable intellectual honesty I wish I can be at least 10% intellectually honest. 🙏🏼🙏🏼🙏🏼 Just heard a Fair Value podcast from @unseenvalue Sajal sir. Unbelievable intellectual honesty I wish I can be at least 10% intellectually honest. 🙏🏼🙏🏼🙏🏼"
X Link 2026-02-10T09:10Z 153.2K followers, [----] engagements

"Finally Bajaj Consumer has regained [----] levels whats the probability of NOT hitting an all time high by the end of this calendar year 10% 35% 55% 10% 35% 55%"
X Link 2026-02-10T11:59Z 153.2K followers, [----] engagements

"Not sure many are keen on the Samvardhana Motherson earnings call; the operator kept shouting Press [--] like its a cry for help. Is that a hint"
X Link 2026-02-10T13:08Z 153.3K followers, 11.8K engagements

"RT @unseenvalue: This slide is from my upcoming #Sansera presentation. The framework is broadly applicable to any credible OEM/innovator CD"
X Link 2026-02-13T17:24Z 153.3K followers, [--] engagements

"Blue Jet stock is beaten black and blue and rightly so. I had personally warned a few fund managers (all in good faith). Never knowingly overpay #BlueJet"
X Link 2025-11-04T08:22Z 153.3K followers, 38.5K engagements

"QSR Hotels vs Healthcare: Talebian Lens Restaurant Brands Asia United Foodbrands (Barbeque Nation Hospitality) Devyani International Sapphire Foods https://open.substack.com/pub/antifragilethinking/p/q-and-a-thread-comments-jan-2026utm_campaign=comment-list-share-cta&utm_medium=web&comments=true&commentId=194598467 https://open.substack.com/pub/antifragilethinking/p/q-and-a-thread-comments-jan-2026utm_campaign=comment-list-share-cta&utm_medium=web&comments=true&commentId=194598467"
X Link 2026-01-04T17:56Z 153.3K followers, 11.2K engagements

"This slide is from my upcoming #Sansera presentation. The framework is broadly applicable to any credible OEM/innovator CDMO operating across the Pharma Biochemicals and ADS sectors. This is one theyll remember"
X Link 2026-02-11T15:52Z 153.3K followers, 18K engagements

"Unlike the IND v NAM game this game is too close with [--] overs left :)"
X Link 2026-02-12T16:25Z 153.3K followers, 11.6K engagements

"Big IT services firms in India were busy hiring at scale from tier [--] [--] Unis. There was little intent to pivot like Torrent Pharma select CDMOs or leading Indian hospitals using AI and GenAI to reinvent themselves. Sustainable terminal value creation demands near-term pain"
X Link 2026-02-12T18:03Z 153.3K followers, [----] engagements

"Super over 😂"
X Link 2026-02-13T07:33Z 153.3K followers, [----] engagements

"The off-CDMO that behaved like a "on-CDMO" where bulls paid 80x peak EBITDA gave less than 50% of the time to analyst questions #AnthemBio gave 95% to Q&A #Cohance gave 50% Detailed note on both coming soon. I am committed to reading listening thinking and sharing"
X Link 2026-02-13T08:43Z 153.3K followers, [----] engagements

""beaten black and blue" is relative; look at it now "
X Link 2026-02-13T09:08Z 153.3K followers, 10.7K engagements

"Hunt for a commercial blockbuster small molecule is on at Sin-Gene. Mangalores Taj Mahal Ko-Hance cheap signalling show continued (yesterdays call). CDMO players key clientele and and molecules - Sai Life Sciences stands out with the highest number of commercialized molecules positioning it as one of the most highly diversified firms in the industry. Furthermore as a pure-play CRDMO it continues to demonstrate a strong https://t.co/7242TsFvqX CDMO players key clientele and and molecules - Sai Life Sciences stands out with the highest number of commercialized molecules positioning it as one of"
X Link 2026-02-13T13:20Z 153.3K followers, 15.3K engagements

"875 votes is solid participation. #Sansera won"
X Link 2026-02-13T15:14Z 153.3K followers, [----] engagements

"Bolna zaroori hai They have xx as well now 🫨 Meanwhile analysts 👇 Om Bhavati Bhiksham Dehi . Om Bhavati Bhiksham Dehi (repeatedly begging for guidance) 🍿🍿 @soicfinance Laurus has Amgen 😌 @soicfinance Laurus has Amgen 😌"
X Link 2026-02-14T04:38Z 153.3K followers, 12K engagements

"The lens that worked for Laurus in [----] and Neuland in [----] was completely sector-agnostic. It wasnt about pharma. It wasnt about molecules. It was about terminal value compounding. Now let me show you how that exact same lens applies just as powerfully to Sansera Unimech Azad and Sona and dozens of "hybrid CDMOs" globally. Different industries. Same frame. Same game. Framing business uncertainty https://twitter.com/i/web/status/2022588215161500067 https://twitter.com/i/web/status/2022588215161500067"
X Link 2026-02-14T08:26Z 153.3K followers, 13.7K engagements

"@HpurwarP2003 @LearningEleven Management of #BlueJet is clean and competent. The speculators were dirty and greedy. The promoters will survive and probably thrive over the next [--] decades but punters can't even survive [--] years of pain. Buy at any price and then cry saga as always"
X Link 2026-02-15T08:40Z 153.3K followers, [---] engagements

"Substack folks: Keep your morning and early afternoon IST free. Somethings coming. A new ratio. Simple. People first. This ratio next. Thats it. No engagement farming. No need to reply 👇"
X Link 2026-02-15T10:00Z 153.3K followers, 18.2K engagements

"#AzadEngg and #SaiLife were examined last year through a single CDMO lens. But one lens is never enough. There are many frames. Many angles. Many ways to look at these hybrid CDMOs. Each lens exposes something different. Strategy. Capital intensity. Customer concentration. Execution depth. Cultural alignment. When viewed from only one frame they look coherent. When viewed from multiple frames the complexity shows. That is where real understanding begins. https://antifragilethinking.substack.com/p/azad-engg-vs-sai-life-cdmo-lens"
X Link 2026-02-15T11:45Z 153.3K followers, 13.8K engagements

"Pakistan trades at 0.5x P/B India above 10x. Pressures on Indian management to deliver Everyone expects results. Pakistan No expectations. A positive black swan there could trigger a 20% jump. If India executes again 15x P/B isnt far off. IND v Pak 🏏"
X Link 2026-02-15T12:14Z 153.3K followers, 28K engagements

"This is the extract from a long note on Neuland Labs (link in the previous post). We've seen 90% falls and more than 30000% gains from those lows. All in the last [--] years"
X Link 2026-01-29T14:06Z 153K followers, [----] engagements

"Neuland Labs at [--] Cr MCap some [--] years ago Whats a cheap purchase thats completely changed your life Whats a cheap purchase thats completely changed your life"
X Link 2026-01-30T11:01Z 153K followers, 23.3K engagements

"Deep pain. Deep pessimism. Disbelief. Rejection in media; all sorts of people tagging me to ask random questions; there is wide nervousness etc . may signal a plausible point to evaluate fresh assuming you know nothing about CDMO. This is as much true for Neuland Labs as it is for Laurus Labs"
X Link 2026-01-30T11:39Z 153K followers, [---] engagements

"CDMO. Load the boat moment. When there is this 👇 Deep pain. Deep pessimism. Disbelief everywhere. Media rejection. Random folks tagging me . Nervous questions from all sides. This is often when a fresh evaluation makes sense. Assume you know nothing about CDMO"
X Link 2026-01-30T12:06Z 153K followers, 18.5K engagements

"@arosaurabh Thats not right. Ive been a Biocon investor since [----] and a Praj investor since [----]. Im not a buy and sleep investor in any company. Ive sold a lot over time but I still own a portion. No fresh recommendation"
X Link 2026-02-01T07:59Z 153K followers, [---] engagements

"Ambidextrous examples in the Indian context and fighting the price wars in commodities #uv_hbr Will I retweet in the future to highlight the change in P/S valuation 😊 https://antifragilethinking.substack.com/p/ingrevia-balancing-today-and-tomorrow https://antifragilethinking.substack.com/p/ingrevia-balancing-today-and-tomorrow"
X Link 2026-02-05T15:23Z 153.1K followers, [----] engagements

"How to identify the leader of next bull phase Two Simple Indicators: [--]. Look out for stocks that go sideways or show only token correction in a market-wide mayhem AND [--]. Those that make a new high as soon as correction is done Consumption / Proxy_consumption is the trend"
X Link 2018-08-07T14:25Z 153.3K followers, [----] engagements

"How to augment your Sector knowledge Follow these [--] points 👇 [--]. The Five Rules For Successful Stock Investing by Pat Dorsey [--]. Con Calls - as many as you can in that sector [--]. Annual Reports - as many as you can in that sector [--]. Interact with trade/channel partners [--]. AGMs"
X Link 2019-05-18T17:36Z 153.3K followers, [----] engagements

"My [--] small and mid sized pharma for 15Y ⚠5 can go bust (0) No trading. No questions. Your money. Your conviction. Your due diligence Albert David DCAL FDC Indoco JB Pharma Jubilant Life Laurus Natco Neuland RPG Life SeQuent SMS Pharma Solara Strides Syngene Pharma 💉💊"
X Link 2019-12-20T12:57Z 153.3K followers, [----] engagements

"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"
X Link 2019-12-26T14:43Z 153.3K followers, [----] engagements

"Sector Business Management A basket of carefully curated stocks across any/all of the below sectors has the potential to reward disproportionately if given sufficient time to compound. Autos Cement Financials FMCG IT Pharma/CDMO SpecChem/CRAMS #uv_sketch Basket 🧺"
X Link 2020-01-19T10:59Z 153.3K followers, [----] engagements

"2008-9 fall was a financial crisis and prices corrected over [--] waves. Was a good [--] months-long meltdown unlike the current fast and furious one. This one is a health and survival crisis⚠ Govind Parikh sharing his experience of 2008-9 Book: Masterclass with Super Investors"
X Link 2020-03-18T08:43Z 153.3K followers, [---] engagements

"10 minutes reading this can potentially save you from [--] years of misery. Last few lines are my all-time favourite. Wisdom Seth Klarman"
X Link 2020-04-06T11:09Z 153.3K followers, [---] engagements

"@rdkriplani @proxy_investor Piramal Pharma if de-merged can command a market cap of 40-50k crores in next 3-4 years assuming a debt-free BS like Syngene or Divis. - Speciality pharma (CDMO division with HPAPI capability) - Niche branded generics (sterile inhalation) - Strong differentiated OTC portfolio"
X Link 2020-05-05T21:36Z 153.3K followers, [--] engagements

"Today you may tag me for your winning stocks. Tomorrow you may blame me for your losers. Its your risk/reward game. Play it your way. Remember its always your capital at risk. Your conviction. Your goals. Kindly refrain from excessive flattery and tagging. Thanks. Humble request - please don't shower any credit (or discredit) for interim gains (or losses) in your holdings. You know your personal goals. You know your #risk profile. You know what you're doing. You're mature enough to act sensibly. Refrain from instant gratification. Thanks. Humble request - please don't shower any credit (or"
X Link 2020-06-22T06:08Z 153.3K followers, [---] engagements

"Dear #ITC investor Your company has declared a dividend of [-----] per share. Capital erosion over last few years is unfortunate but look at other quality businesses like ABB Blue Dart Siemens - they too have not delivered any gains. Airtel RIL were sideways for many years"
X Link 2020-06-26T13:34Z 153.3K followers, [---] engagements

"#NeulandLabs was a [--] Cr market cap company when it first landed in my portfolio. I hope one day it will be a [----] Cr company and then go on to scale even higher peaks of capability and performance ⛰ Long term association Attended my first ever AGM today. 🙌"
X Link 2020-07-10T05:35Z 153.3K followers, [---] engagements

"Sorry did not realise that only institutional investors are allowed to ask questions on the con call @GranulesIndia Returned empty handed on Q4FY20 con call and today was no different Thanks so much for the low respect for individual investors who've been with you for years"
X Link 2020-07-17T13:49Z 153.3K followers, [---] engagements

"Best annual reports [----] or [----] (for YE Dec 2019) to gain industry knowledge: Atul Biocon Deepak Nitrite Neuland Laurus Labs Lonza Syngene Thermo Fisher"
X Link 2020-08-01T19:35Z 153.3K followers, [---] engagements

"If you don't know the business know your stop loss. If you know the business don't need the stop loss"
X Link 2020-08-08T18:14Z 153.3K followers, [----] engagements

"In future only [--] types of people would buy into an #API company [--]. Those who understand the long term business economics [--]. Those whore greedy #1 will gain wealth #2 will gain experience"
X Link 2020-08-09T17:50Z 153.3K followers, [---] engagements

"In bull markets luck is mistaken with skill"
X Link 2020-08-25T17:18Z 153.3K followers, [----] engagements

"I remain fully convinced and invested in the following best [--] in my view but NO fresh recommendation at CMP. It's your risk capital. Your loss/gain risk. Do your homework. FDC Indoco JB Pharma Jubilant Life Laurus Natco Neuland RPG Life SeQuent Solara Strides Syngene My [--] small and mid sized pharma for 15Y ⚠5 can go bust (0) No trading. No questions. Your money. Your conviction. Your due diligence Albert David DCAL FDC Indoco JB Pharma Jubilant Life Laurus Natco Neuland RPG Life SeQuent SMS Pharma Solara Strides Syngene Pharma 💉💊 My [--] small and mid sized pharma for 15Y ⚠5 can go bust (0)"
X Link 2020-09-11T19:02Z 153.3K followers, [----] engagements

"Bulls make money. Bears make money. Pigs Dogs . all make money. BUT. Trollers don't make money"
X Link 2020-10-01T07:15Z 153.3K followers, [---] engagements

"Don't buy stocks. Buy stakes in businesses and hold them with conviction and patience. Price changes daily. Ownership status changes less frequently"
X Link 2020-10-13T15:05Z 153.3K followers, [---] engagements

"Pharma #fact Made in Consumed in Ghar main ghus kar khilayenge 😎"
X Link 2020-10-14T15:21Z 153.3K followers, [---] engagements

"#Samvat2077 picks [--]. Patience FMCG 🪔 [--]. Courage Chemicals 🪔 [--]. Vision API 🪔 [--]. Humility Pharma 🪔 [--]. Unseen Synthesis 🪔 #HappyDiwali"
X Link 2020-11-14T11:20Z 153.3K followers, [---] engagements

"Divis Labs is the first Indian #API business to cross [------] Cr mark. It won't be the last"
X Link 2020-12-17T21:55Z 153.3K followers, [---] engagements

"When a large cap stock adds [----] points to its mcap you get a 2% return. When a micro cap stock adds [----] points to its mcap you get a 200% return. Get into a high quality micro cap early in the business cycle and then keep adding more as the management delivers and executes"
X Link 2021-02-17T12:20Z 153.3K followers, [---] engagements

"My interaction with @ETNOWlive earlier today on a variety of topics - Consumption Healthcare IPOs to name a view. https://m.youtube.com/watchv=8LjNlJhliGw https://m.youtube.com/watchv=8LjNlJhliGw"
X Link 2021-02-25T13:30Z 153.3K followers, [---] engagements

"Fully invested in this sugar stock with good allocation and no spare cash left but the other one is looking sweet as well 🤪"
X Link 2021-05-10T17:04Z 153.3K followers, [----] engagements

"Once youve experienced compounding you wont settle for short term profits"
X Link 2021-06-01T14:40Z 153.3K followers, [----] engagements

"Monishaaa Bio-refineries bolo beta This Sugar Mills is just too middle class"
X Link 2021-06-07T10:01Z 153.3K followers, [---] engagements

"Buy distress. Hold recovery. Sell bubble"
X Link 2021-06-09T08:15Z 153.3K followers, [----] engagements

"Bought this business at 8% ROCE. Today they have 42% ROCE. What was the trigger Luck Why a) Never expected old promoters/management to exit and b) New promoter/management to add better than expected value Hand of God is a must in investing. Doesn't matter how smart one is"
X Link 2021-06-14T16:20Z 153.3K followers, [---] engagements

"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"
X Link 2021-06-27T15:55Z 153.3K followers, [----] engagements

"Market doesnt love @LaurusLabs. Thats a myth based on stock price rise in recent months. Fact is this :: FY21 PAT is almost 11x of FY19 PAT. Business has performed. Market has under-reacted in comparison to earnings. Those who sulk are suffering from Sour Grape Syndrome 🧠"
X Link 2021-07-17T10:39Z 153.3K followers, [---] engagements

"Had a call from a well-wisher a short while back. What he said was simple to understand and easy to follow. He said :: "Listen sajal - Ppl don't invest for a decade. They invest for few days or max few months so you better keep your ideas private. Why disturb the ecosystem""
X Link 2021-07-18T08:56Z 153.3K followers, [----] engagements

"Free CDMO Masterclass #18 Free Art of Investing Paid IIC Dec [----] on SeQuent Charity fund raise on Unseen Trends in Biotechnology Q&A on APIs https://www.youtube.com/watchv=M4sNTLJHZYk https://www.youtube.com/watchv=-L7WGwYGTUc https://indianinvestingconclave.com/iic_2020_dec https://www.youtube.com/watchv=V77Pa5uCgzM https://indianinvestingconclave.com/alpha_series https://www.youtube.com/watchv=M4sNTLJHZYk https://www.youtube.com/watchv=-L7WGwYGTUc https://indianinvestingconclave.com/iic_2020_dec https://www.youtube.com/watchv=V77Pa5uCgzM https://indianinvestingconclave.com/alpha_series"
X Link 2021-07-25T08:29Z 153.3K followers, [----] engagements

"Have always criticized my investee companies (e.g. #Solara #Granules on recent API webinar). However won't criticize @NeulandLabs this time given the way they conducted the earnings call and explained the challenges in NCE scale-up (1hr [--] mins) 👇 https://youtu.be/kSm3SEzCTA8t=3888 https://youtu.be/kSm3SEzCTA8t=3888"
X Link 2021-08-07T14:19Z 153.3K followers, [----] engagements

"Paraphrasing @tusharbohra on @IIC_Conference today :: "If [--] commodity companies are doing capex at the same time it signals a peak. If [--] companies in Chemicals/API/Pharma are doing capex in different products at the same time - it probably signals the start of a New Era""
X Link 2021-08-15T08:56Z 153.3K followers, [---] engagements

"People are very sceptical when someone shares Too much knowledge Over a relatively short timeframe (1-2 years) Free of charge (ppl value a course thats paid. Free coaching always creates doubt in our mind. Human nature that how can something be free Someone must be pumping)"
X Link 2021-08-25T17:50Z 153.3K followers, [---] engagements

"Many mid caps in the range of 10k to 25k today have the potential to grow shareholders wealth by 100x over the next [--] decades. This hypothesis assumes de mergers / spin-offs to unlock the unseen or under appreciated value in the current consolidated entity"
X Link 2021-08-27T13:02Z 153.3K followers, [---] engagements

"Starting today at 17k plus nifty - there will be many 5x to 50x stories over the next decade. You just need to research deep dive and not look for any social validation. Play your own game inside your own tiny circle of secular sectors. Fully convinced on Keyword :: Many"
X Link 2021-09-04T11:42Z 153.3K followers, [---] engagements

"Not everyone is selling on Twitter. Many are sharing to inspire the younger generation"
X Link 2021-09-08T17:22Z 153.3K followers, [----] engagements

"I lost 90% capital in my first year (1995). There was no Twitter or mentor to teach me. Khud sekha. Gire. Ghutne chil gaye.sekh gaye"
X Link 2021-10-09T16:43Z 153.3K followers, [----] engagements

"Large-cap Pharma as well as small/mid API will face RM pricing pressure in Q3 Q4FY22. FY23 [--] should be good. Not sold any as long term story is getting better . Will add more when panic sets in. Prime examples Hikal Neuland Granules Solara Laurus Kopran SeQuent Natco"
X Link 2021-10-14T06:11Z 153.3K followers, [----] engagements

"I see some very sharp and sensible young retail investors. These folks are grounded. They will create serious compounding over the ensuing decades. When I was their age - was much worse and dumb than am today (still lots to improve though. My work in progress remains unseen)"
X Link 2021-10-16T14:58Z 153.3K followers, [---] engagements

"Dont think this is anywhere close to a typical bull market correction yet Nifty typically falls 10-15% in few weeks and individual stocks fall 30-40% if not more . mind you Q2 results are still not out for most small caps maybe in November we get better prices to add"
X Link 2021-10-21T10:43Z 153.3K followers, [---] engagements

"Why should success be free Why should life be so easy Struggle is good. It makes us stronger. If you rise higher after that fall you become antifragile. Any worthwhile academic degree tests your guts and knowledge multiple times. Investing is a lifelong test. Best wishes 👍"
X Link 2021-10-24T08:46Z 153.3K followers, [---] engagements

"Most in markets think that the answer has to be quick not correct"
X Link 2021-10-27T06:40Z 153.3K followers, [---] engagements

"United Retail of DII/FII Thank you @connectgurmeet @ishmohit1 @itsTarH @sahil_vi @punitbansal14 @saketreddy @oldschoolinvest @Vivek_Investor @suru27 and last but not the least @drprashantmish6 ++ many more whove helped many but never mocked others. Deep respect ✊"
X Link 2021-10-30T08:31Z 153.3K followers, [---] engagements

"Your Muhurat stock this Diwali - just remember that theres a real business behind that stock and so do ask if that business will get better in next [--] or 2Y. If yes - perception will improve and price too Wish you all a year full of prosperity 🙏🏻 Happy Diwali 🪔 🎊 #Diwali"
X Link 2021-11-04T11:52Z 153.3K followers, [---] engagements

"Completed 5Y on twitter. Thank you all 🙏🏻 Have an unseen plan to connect with my genuine followers and punish those minority hooligans mockers. If you believe that your content is good and intent (language) has been good show examples and I shall follow you back 🎊🎉"
X Link 2021-11-13T05:02Z 153.3K followers, [----] engagements

"Never pocketed a penny from these webinars. May21 API webinar 🙏🏻 Unseen warning on Chemicals - 24:00 Unseen warning on Solara and Granules - 35:00 [--] out of [---] predictions will go wrong. Why target only those [--] Why not other [--]. Why taunt or mock https://m.youtube.com/watcht=4541&v=M4sNTLJHZYk&feature=youtu.be https://m.youtube.com/watcht=4541&v=M4sNTLJHZYk&feature=youtu.be"
X Link 2021-11-14T14:59Z 153.3K followers, [---] engagements

"SeQuent (SQ) permanent or temporary disruption #SeQuent_2"
X Link 2021-11-21T13:50Z 153.3K followers, [----] engagements

"Locked account at [-----] K and doing my best to improve the quality of followers. Far too many weeds. Na lock khulega. Na tip milega"
X Link 2021-12-27T19:06Z 153.3K followers, [---] engagements

"Best time to buy an IPO is Usually 3-4 years after the IPO. Very few IPOs go up up and away after listing. Past unseen examples BsteK Lifesciences Caurus Labs Harayana Nrudayalaya Wealthcare Local Enterprises Future glycerin examples Tomato Khalnykaa Bhanupriya Life"
X Link 2022-01-22T22:24Z 153.3K followers, [---] engagements

"I've helped the society. That's my biggest satisfaction. I've inspired many young persons to share knowledge and not charge for that. It's our social obligation. If he's losing business coz of free sharing - so be it. This Q&A covered all unseen angles 🙏 https://youtu.be/-L7WGwYGTUct=15453 https://youtu.be/-L7WGwYGTUct=15453"
X Link 2022-01-28T13:47Z 153.3K followers, [---] engagements

"Owned a business in [----] at ridiculously low market cap. It went up 3x in next 2y and came back to [----] levels in [----]. So after 5y - made [--] capital gains as did not sell in [----]. Today after [--] years it is up nearly 26x. Timing in/out is incredibly difficult. Luck. Luck. Luck"
X Link 2022-02-21T20:10Z 153.3K followers, [---] engagements

""The journey of Divis Labs did not go from [---] Cr straight to [------] Cr. In between we saw 50% falls at least [--] times ." - @MadhusudanKela India will deliver many such assets over the next [--] decades. One needs to research hard. Buy/add when they offer value and hold"
X Link 2022-02-24T16:39Z 153.3K followers, [---] engagements

"Never waste time in celebrating 10% when long term potential is 10x"
X Link 2022-03-31T06:49Z 153.3K followers, [---] engagements

"Many thanks for all the hospitality and kindness @ishmohit1 🙏 The nuggets you shared about those businesses was genuinely a bonus 😃"
X Link 2022-07-13T08:29Z 153.3K followers, [---] engagements

"Never start your screening with valuations. Always start with Management. Then Industry Structure. Then Business Economics. Last thing - how much optimism is already in the price How much pessimism is already in the price You dont get an easy [--] bagger from high optimism"
X Link 2022-08-06T05:25Z 153.3K followers, [---] engagements

"Divis is the next Divis. Laurus is the next Laurus"
X Link 2022-08-12T10:32Z 153.3K followers, [---] engagements

"1. Neuland [--]. Laurus [--]. Syngene [--]. DMCC [--]. Tata Consumer [--]. Narayana [--]. RPG [--]. Indoco [--]. JB [--]. Granules [--]. Max India"
X Link 2022-08-25T19:27Z 153.3K followers, [----] engagements

""No one has ever become poor by giving" - Anne Frank The disclaimer and the "beware" warning are the most important paragraphs in this four page opinionated view. This is not a short term view. SIP over decades add value. Views are biased. Add salt to taste 🙂 #UVPhilanthropy11"
X Link 2022-09-16T10:33Z 153.3K followers, [----] engagements

"Good quality local food is relatively inexpensive in Bengaluru vs say a Lucknow or a Gurgaon. Having a great time 😊"
X Link 2022-10-08T11:27Z 153.3K followers, [----] engagements

"Have accepted the requests to make public the recording of [--] October auditorium charity event. If you gain from that content then please donate whatever you can to any registered charity of your choice. You decide who to help and how much 🙏🏻 Team @soicfinance will release asap"
X Link 2022-11-13T14:02Z 153.3K followers, [---] engagements

"The real labs. The real people. The long and real interactions. Total around [--] hours between the two assets. Will share full details - dil se"
X Link 2023-11-25T05:07Z 153.3K followers, 208.3K engagements

"The real cost of an unseen book; Those who know me know what I mean a) the cost of reading a 100KL high-potency reactor + b) the cost of thinking about those models and frameworks + c) the cost of counter-confirmatory thinking makes the cost of buying virtually free 🙂"
X Link 2024-01-28T13:04Z 153.3K followers, 22.7K engagements

"No innovator will want to manage too many vendors per molecule. Tech-transfer in [--] months is "best case"; often it takes several attempts to scale up and validate the purity and yield . thereafter complete FDA filing . so 2-3 year process "if everything goes well." @unseenvalue Sajal sir you say if an innovator wants bulk quantities he can do tech transfer in around [--] month.is there no moat for people who are approved as mgf.this can make life very uncertain.I hope I have misunderstood 😄 @unseenvalue Sajal sir you say if an innovator wants bulk quantities he can do tech transfer in around 6"
X Link 2024-10-16T14:43Z 153.3K followers, 16.3K engagements

"If you don't know the business know your stop loss. If you know the business don't need the stop loss"
X Link 2020-08-08T18:14Z 153.3K followers, [----] engagements

""No asset is so good that it cant become a bad investment if bought at too high a price" - Howard Marks Apcotex Industries Shivalik Rasayan https://antifragilethinking.substack.com/p/howard-marks-the-most-important-thing https://antifragilethinking.substack.com/p/howard-marks-the-most-important-thing"
X Link 2026-02-16T12:44Z 153.3K followers, [----] engagements

"RT @rohitchauhan: 😀this a phenomenal book My tweet above is based on the central premise of the book - There are always problems humans a"
X Link 2026-02-15T18:44Z 153.3K followers, [--] engagements

"😀this a phenomenal book My tweet above is based on the central premise of the book - There are always problems humans are problem solvers and progress occurs as we solve these problems. The benefit of solving one set of problems is that we get new and higher quality problems We see that we companies too several of the ones you discuss have gone from solving the API problem to the CDMO problem https://twitter.com/i/web/status/2023099429620699486 https://twitter.com/i/web/status/2023099429620699486"
X Link 2026-02-15T18:17Z 60K followers, [----] engagements

"Timer for release set. [--] Feb 10:30 IST 🔥🔥"
X Link 2026-02-15T17:36Z 153.3K followers, [----] engagements

"Comprehensive Quality people. Rerated 🎇 IND v Pak 🏏"
X Link 2026-02-15T16:49Z 153.3K followers, 10.1K engagements

"@unseenvalue sir can you share your current views on Privi on substack please 🙏"
X Link 2026-02-15T10:42Z [--] followers, [----] engagements

"I think AI will be a net positive for India and for young Indians. My optimism comes from the fact that humans are problem solvers and we have used tools to solve the new problems and improve our standard of living My generation benefited from the Internet and the tailwinds it created including ease of investing learning etc. This was a step jump from that of my parents. My dad was an IIT medalist and he struggled to get a job after graduating. It was much easier for us due to new technologies The current generation will be able to solve problems (aka start companies) at scale and create"
X Link 2026-02-13T17:28Z 60K followers, 17.3K engagements

"@soicfinance Laurus has Amgen 😌"
X Link 2026-02-13T18:35Z [--] followers, 13.4K engagements

"875 votes is solid participation. #Sansera won"
X Link 2026-02-13T15:14Z 153.3K followers, [----] engagements

"CDMO players key clientele and and molecules - Sai Life Sciences stands out with the highest number of commercialized molecules positioning it as one of the most highly diversified firms in the industry. Furthermore as a pure-play CRDMO it continues to demonstrate a strong track record of consistent growth Disclaimer - not a recommendation to buy/sell https://twitter.com/i/web/status/2022281964582293521 https://twitter.com/i/web/status/2022281964582293521"
X Link 2026-02-13T12:09Z 272.3K followers, 56.4K engagements

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