# ![@unseenvalue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::796473633069789184.png) @unseenvalue Antifragile Thinking

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

### Engagements: [------] [#](/creator/twitter::796473633069789184/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::796473633069789184/c:line/m:interactions.svg)

- [--] Week [-------] +314%
- [--] Month [-------] +6.10%
- [--] Months [---------] +190%
- [--] Year [---------] -31%

### Mentions: [--] [#](/creator/twitter::796473633069789184/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::796473633069789184/c:line/m:posts_active.svg)

- [--] Week [--] +110%
- [--] Month [--] +66%
- [--] Months [---] +247%
- [--] Year [---] +31%

### Followers: [-------] [#](/creator/twitter::796473633069789184/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::796473633069789184/c:line/m:followers.svg)

- [--] Week [-------] +0.11%
- [--] Month [-------] +0.43%
- [--] Months [-------] +3.20%
- [--] Year [-------] +6.90%

### CreatorRank: [-------] [#](/creator/twitter::796473633069789184/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::796473633069789184/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  19.47% [countries](/list/countries)  7.08% [stocks](/list/stocks)  2.65% [social networks](/list/social-networks)  2.65% [technology brands](/list/technology-brands)  2.65% [currencies](/list/currencies)  1.77% [travel destinations](/list/travel-destinations)  0.88% [cryptocurrencies](/list/cryptocurrencies)  0.88% [celebrities](/list/celebrities)  0.88%

**Social topic influence**
[business](/topic/business) 8.85%, [india](/topic/india) #2836, [in the](/topic/in-the) 5.31%, [if you](/topic/if-you) 3.54%, [the next](/topic/the-next) 3.54%, [the most](/topic/the-most) 2.65%, [frame](/topic/frame) #348, [sir](/topic/sir) 2.65%, [twitter](/topic/twitter) 2.65%, [term](/topic/term) 2.65%

**Top accounts mentioned or mentioned by**
[@lauruslabs](/creator/undefined) [@soicfinance](/creator/undefined) [@connectgurmeet](/creator/undefined) [@ishmohit1](/creator/undefined) [@twitterspaces](/creator/undefined) [@hpurwarp2003](/creator/undefined) [@learningeleven](/creator/undefined) [@neulandlabs](/creator/undefined) [@tusharbohra](/creator/undefined) [@iicconference](/creator/undefined) [@itstarh](/creator/undefined) [@sahilvi](/creator/undefined) [@punitbansal14](/creator/undefined) [@saketreddy](/creator/undefined) [@oldschoolinvest](/creator/undefined) [@vivekinvestor](/creator/undefined) [@suru27](/creator/undefined) [@drprashantmish6](/creator/undefined) [@madhusudankela](/creator/undefined) [@economictimes](/creator/undefined)

**Top assets mentioned**
[Beam Therapeutics, Inc. (BEAM)](/topic/beam-therapeutics) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [BEAM (BEAM)](/topic/$beam) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Restaurant Brands International Inc. (QSR)](/topic/$qsr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/unseenvalue/status/2022299723189617062)  2026-02-13T13:20Z 153.3K followers, 15.2K 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](https://x.com/unseenvalue/status/2022389628964348101)  2026-02-13T19:17Z 153.3K followers, 10.5K 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](https://x.com/unseenvalue/status/2022954133074931740)  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](https://x.com/unseenvalue/status/2022974244729029003)  2026-02-15T10:00Z 153.3K followers, 14.4K 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](https://x.com/unseenvalue/status/1977726790383612267)  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](https://x.com/unseenvalue/status/2000537867718643734)  2025-12-15T12:06Z 153.2K followers, 10.8K 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](https://x.com/unseenvalue/status/2007873899157930176)  2026-01-04T17:56Z 153.3K followers, 11.2K engagements


"HYD has a lot of unseen talent :) #Intel Corp"  
[X Link](https://x.com/unseenvalue/status/2010746382949236917)  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](https://x.com/unseenvalue/status/2016444205262881179)  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](https://x.com/unseenvalue/status/2017121614014390324)  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](https://x.com/unseenvalue/status/2017608253899678052)  2026-01-31T14:37Z 153.2K followers, 20.2K engagements


"Positive earnings call. Just concluded"  
[X Link](https://x.com/unseenvalue/status/2018588053779185853)  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](https://x.com/unseenvalue/status/2018690345869967565)  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](https://x.com/unseenvalue/status/2019839068746707161)  2026-02-06T18:22Z 153.2K followers, 17.1K engagements


"Daniel Kahneman (Thinking Fast and Slow) 👇"  
[X Link](https://x.com/unseenvalue/status/2020445162137174230)  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](https://x.com/unseenvalue/status/2020937588199317577)  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](https://x.com/unseenvalue/status/2021149764302049677)  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](https://x.com/unseenvalue/status/2021192225724485699)  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](https://x.com/unseenvalue/status/2021209757042762130)  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](https://x.com/unseenvalue/status/2022361150164471964)  2026-02-13T17:24Z 153.3K followers, [--] engagements


"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](https://x.com/unseenvalue/status/2021501076193828902)  2026-02-11T08:26Z 153.3K followers, 24.5K 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](https://x.com/unseenvalue/status/2021613218813128853)  2026-02-11T15:52Z 153.3K followers, 17.8K engagements


"Unlike the IND v NAM game this game is too close with [--] overs left :)"  
[X Link](https://x.com/unseenvalue/status/2021983935924965737)  2026-02-12T16:25Z 153.3K followers, 11.5K 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](https://x.com/unseenvalue/status/2022008788044374081)  2026-02-12T18:03Z 153.3K followers, [----] engagements


"Super over 😂"  
[X Link](https://x.com/unseenvalue/status/2022212585635164368)  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](https://x.com/unseenvalue/status/2022230243243876376)  2026-02-13T08:43Z 153.3K followers, [----] engagements


""beaten black and blue" is relative; look at it now "  
[X Link](https://x.com/unseenvalue/status/2022236399886626829)  2026-02-13T09:08Z 153.3K followers, 10.7K engagements


"875 votes is solid participation. #Sansera won"  
[X Link](https://x.com/unseenvalue/status/2022328553531167166)  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](https://x.com/unseenvalue/status/2022530930192322696)  2026-02-14T04:38Z 153.3K followers, 11.9K 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](https://x.com/unseenvalue/status/2022538936749314341)  2026-02-14T05:10Z 153.3K followers, 15.5K 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](https://x.com/unseenvalue/status/2022588215161500067)  2026-02-14T08:26Z 153.3K followers, 13.4K 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](https://x.com/unseenvalue/status/2022622283484000639)  2026-02-14T10:41Z 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](https://x.com/unseenvalue/status/2022953006358991022)  2026-02-15T08:35Z 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](https://x.com/unseenvalue/status/2022977765968953624)  2026-02-15T10:14Z 153.3K followers, 14.1K 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](https://x.com/unseenvalue/status/2022989936404877626)  2026-02-15T11:02Z 153.3K followers, [----] 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](https://x.com/unseenvalue/status/2023000807470203177)  2026-02-15T11:45Z 153.3K followers, 11.8K 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](https://x.com/unseenvalue/status/2022266312949415958)  2026-02-13T11:07Z 153.3K followers, [----] 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](https://x.com/unseenvalue/status/2023008023497801817)  2026-02-15T12:14Z 153.3K followers, 24.6K engagements


"No more webinars No more conclaves No more stock ideas Unseen promise 🙏"  
[X Link](https://x.com/unseenvalue/status/1423701596794466304)  2021-08-06T17:44Z 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](https://x.com/unseenvalue/status/1424012247655985152)  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](https://x.com/unseenvalue/status/1426830079540318209)  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](https://x.com/unseenvalue/status/1430588370066067459)  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](https://x.com/unseenvalue/status/1431240625685413896)  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](https://x.com/unseenvalue/status/1434119624258379776)  2021-09-04T11:42Z 153.3K followers, [---] engagements


"Not everyone is selling on Twitter. Many are sharing to inspire the younger generation"  
[X Link](https://x.com/unseenvalue/status/1435654716541841415)  2021-09-08T17:22Z 153.3K followers, [----] engagements


"Significant differences between animal & human pharma: a) Predictable cheaper & faster product development b) Diversified & sustainable product portfolios c) Stronger customer relationships & brand loyalty d) Lower pricing pressure e) Less price erosion by generic competition"  
[X Link](https://x.com/unseenvalue/status/1438125250462552073)  2021-09-15T12:59Z 153.2K 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](https://x.com/unseenvalue/status/1446879096957452288)  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](https://x.com/anyuser/status/1448531782924705792)  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](https://x.com/unseenvalue/status/1449389390829064194)  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](https://x.com/anyuser/status/1451136947078959105)  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](https://x.com/unseenvalue/status/1452194797565906945)  2021-10-24T08:46Z 153.3K followers, [---] engagements


"Most in markets think that the answer has to be quick not correct"  
[X Link](https://x.com/unseenvalue/status/1453250220222042127)  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](https://x.com/anyuser/status/1454365433314807808)  2021-10-30T08:31Z 153.3K followers, [---] engagements


"The ( #API ) Mummy Returns - shall be running successfully nationwide next Diwali (2022). Advance booking now for first day first show Unseen promise 🤟"  
[X Link](https://x.com/anyuser/status/1455633438602563587)  2021-11-02T20:30Z 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](https://x.com/unseenvalue/status/1456227784783802372)  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](https://x.com/unseenvalue/status/1459386073176543233)  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](https://x.com/anyuser/status/1459898783974764545)  2021-11-14T14:59Z 153.3K followers, [---] engagements


"Go to screener and use this to simple metric to analyse the [----] stock universe. Do your homework. Its very satisfying A business that doubles cash flows roughly every [--] to [--] years and does that consistently over longer time periods has some serious moat - seen or unseen"  
[X Link](https://x.com/unseenvalue/status/1462003031130652679)  2021-11-20T10:20Z 153.3K followers, [----] engagements


"SeQuent (SQ) permanent or temporary disruption #SeQuent_2"  
[X Link](https://x.com/anyuser/status/1462418123290783746)  2021-11-21T13:50Z 153.3K followers, [----] engagements


"Will share a 100x in few days. Those who invest time and energy on that will definitely not regret"  
[X Link](https://x.com/unseenvalue/status/1469993488443924480)  2021-12-12T11:32Z 153.2K 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](https://x.com/unseenvalue/status/1475543619918610432)  2021-12-27T19:06Z 153.3K followers, [---] engagements


"Atul Deepak Nitrite Dharamsi Morarji Granules Hikal Laurus Neuland Nocil Privi Speciality Rallis Syngene Tata Chemicals For a chemical company compliance culture is a make or break. Resilience and reputation are intertwined. Reputation is a licence to operate or not to"  
[X Link](https://x.com/anyuser/status/1478820925692907522)  2022-01-05T20:09Z 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](https://x.com/anyuser/status/1485015591438229512)  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](https://x.com/unseenvalue/status/1487059847841566731)  2022-01-28T13:47Z 153.2K followers, [---] engagements


"You are not in the business of issuing guidance @LaurusLabs. No need to promise [----] Cr for FY23. This is a regulated business. You may not get approvals in time. Focus more on NCE CDMO and Bio scaleup. Control what you can control. Revenue targets will come when they come"  
[X Link](https://x.com/anyuser/status/1487408700058910720)  2022-01-29T12:54Z 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](https://x.com/unseenvalue/status/1495853390441685000)  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](https://x.com/unseenvalue/status/1496887433006305285)  2022-02-24T16:39Z 153.3K followers, [---] engagements


"Disclosures :: 1) added Panacea Bio in recent days 2) not sold a single s2nl since the mid [----] webinar; in fact been nibbling more this month and Feb"  
[X Link](https://x.com/anyuser/status/1505939849156743173)  2022-03-21T16:10Z 153.3K followers, [---] engagements


"By continuously talking about USD [--] billion sales in FY23 @LaurusLabs has killed any opportunity that was there to positively surprise the markets. If they do deliver those numbers theres no joy left. If they dont for whatever reason . there be unwanted wrath and loathe"  
[X Link](https://x.com/unseenvalue/status/1508431081384517633)  2022-03-28T13:09Z 153.3K followers, [---] engagements


"Never waste time in celebrating 10% when long term potential is 10x"  
[X Link](https://x.com/anyuser/status/1509422606864334858)  2022-03-31T06:49Z 153.3K followers, [---] engagements


"Never mention the stock at [--]. Some moron will buy it at [---]. Another moron will mock you when correcting all the way to [---]. No one will thank you for 24"  
[X Link](https://x.com/anyuser/status/1510204929805271043)  2022-04-02T10:38Z 153.3K followers, [---] engagements


"Bought the stock [--] years back and within [--] months of buying it went down 60% . Ouch That fall was disturbing indeed but it eventually passed away . Today - it's up 60x from first initiated point and 150x from the gut-wrenching 60% drawdown"  
[X Link](https://x.com/unseenvalue/status/1521135370532003840)  2022-05-02T14:31Z 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](https://x.com/anyuser/status/1547136067517616129)  2022-07-13T08:29Z 153.3K followers, [---] engagements


"Max India can grow very big in next [--] years. CMP is [--] I repeat its a very long term forecast and 99.9% wouldnt have the required temperament to study independently in greater detail and then wait for a loss making business to turn profitable and earn good ROCE"  
[X Link](https://x.com/anyuser/status/1553074224893497345)  2022-07-29T17:45Z 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](https://x.com/anyuser/status/1555787175467286528)  2022-08-06T05:25Z 153.3K followers, [---] engagements


"Divis is the next Divis. Laurus is the next Laurus"  
[X Link](https://x.com/unseenvalue/status/1558038771320365057)  2022-08-12T10:32Z 153.3K followers, [---] engagements


""When a 40-year-old man with a young wife and [--] children landed on the ventilator due to COVID protecting his life with no guarantee of payment is CSR. When COVID vaccine was in short supply vaccinating people at our purchase price and incurring loss is CSR" - Dr. Devi Shetty"  
[X Link](https://x.com/anyuser/status/1558116421506400257)  2022-08-12T15:41Z 153.3K followers, [---] engagements


"If youre in your 20s or even early 30s then invest a certain amount each month in Indian healthcare space for next 30-40 years. Every month in a fixed day. No market timing. Healthcare consumption is mandatory and is bound to go up with rising per capita"  
[X Link](https://x.com/anyuser/status/1559801905639030786)  2022-08-17T07:18Z 153.3K followers, [----] engagements


"Most good conversations start randomly. They are not recorded. @TwitterSpaces should also start randomly. They should not be recorded. Let the exchange of ideas be freewheeling"  
[X Link](https://x.com/unseenvalue/status/1561675340103172097)  2022-08-22T11:23Z 153.1K followers, [---] engagements


"1. Neuland [--]. Laurus [--]. Syngene [--]. DMCC [--]. Tata Consumer [--]. Narayana [--]. RPG [--]. Indoco [--]. JB [--]. Granules [--]. Max India"  
[X Link](https://x.com/anyuser/status/1562884488161398785)  2022-08-25T19:27Z 153.3K followers, [----] engagements


"27 Aug [----] @TwitterSpaces Narrative vs Numbers Management + Tailwinds + Business + Valuations Screening the #Management. Competence Honesty and Growth Hunger - from sub [---] Cr. MCap to Large Self-awareness + Own Research = Conviction & Patience. https://x.com/i/spaces/1LyGBoXojApJNs=20 https://x.com/i/spaces/1LyGBoXojApJNs=20"  
[X Link](https://x.com/unseenvalue/status/1564881083526778882)  2022-08-31T07:41Z 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](https://x.com/unseenvalue/status/1570722425767350272)  2022-09-16T10:33Z 153.3K followers, [----] engagements


"Most of my followers never DM me to ask for price targets or stock names. However they do say 'thank you' for sharing the framework and screening criteria for a potential winner. There are many genuinely nice people around and I share for them and not for the nitpickers"  
[X Link](https://x.com/unseenvalue/status/1575869227260518401)  2022-09-30T15:24Z 153.2K followers, [---] engagements


"Good quality local food is relatively inexpensive in Bengaluru vs say a Lucknow or a Gurgaon. Having a great time 😊"  
[X Link](https://x.com/unseenvalue/status/1578708733991215105)  2022-10-08T11:27Z 153.2K followers, [----] engagements


"Gurudwara Shri Bangla Sahib darshan with witty and super loving Gurmeet Paaji @connectgurmeet 🙏🏻"  
[X Link](https://x.com/anyuser/status/1585993828104044544)  2022-10-28T13:56Z 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](https://x.com/unseenvalue/status/1591793717815705600)  2022-11-13T14:02Z 153.3K followers, [---] engagements


"7 themes for a naturally balanced portfolio :: [--]. QSR / Takeaway Food [--]. Cigarettes [--]. Liquor [--]. Gaming / Casino [--]. Mobile / Digital / Online Culture [--]. Healthcare / Pharma [--]. China + [--] / Import substitution / Europe + [--] Note: [----] and [--] offer massive tailwinds for 6"  
[X Link](https://x.com/anyuser/status/1601607183573344257)  2022-12-10T15:58Z 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](https://x.com/anyuser/status/1728279176749404207)  2023-11-25T05:07Z 153.3K followers, 208.3K engagements


"Ive been explaining since alpha series [--]. Figure A.1 and A.2 in the book along with detailed explanations around BioHeaven USD 12b and Karuna Therapeutics USD 14b valuation. One of the three appendices dedicated to CNS in the upcoming book [-----] Cr. Today // 6% of Indian Pharma Market 🎯 85% of these patients are below the age of [--] 😳 💭💭💭💭 #CNS #GenZ #Pharma @EconomicTimes cc : @unseenvalue @AdityaKhemka5 https://t.co/wH55Bgg16U [-----] Cr. Today // 6% of Indian Pharma Market 🎯 85% of these patients are below the age of [--] 😳 💭💭💭💭 #CNS #GenZ #Pharma @EconomicTimes cc : @unseenvalue"  
[X Link](https://x.com/unseenvalue/status/1746781807033381073)  2024-01-15T06:30Z 153.2K followers, 24.6K 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](https://x.com/unseenvalue/status/1751592107351965804)  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](https://x.com/unseenvalue/status/1846562516882874490)  2024-10-16T14:43Z 153.3K followers, 16.3K engagements


"Anyone still awaiting my responses on any of their questions related to US UK or EU stocks I will have some capacity next week. First come first served policy Will remove the paywall for two stocks that attract the most interest (press like button to indicate your interest)"  
[X Link](https://x.com/unseenvalue/status/1971155708642214051)  2025-09-25T10:11Z 153.3K followers, 20.9K engagements


"#PureTech was the parent of Karuna Therapeutics. Worth reading the annual and half-year reports. Lens [--] Lens [--] Lens [--] and Lens [--] = Composite Lens"  
[X Link](https://x.com/unseenvalue/status/1971226522347569357)  2025-09-25T14:53Z 153.2K followers, 12.6K engagements


"Tumse Milke 'Arman' Hue Poore Dil Ke . beautiful song from Parinda movie"  
[X Link](https://x.com/unseenvalue/status/1976575132748460532)  2025-10-10T09:06Z 153.1K followers, 13.4K engagements


"Reading books should be a hobby. Rereading them a passion. Its a sample not my compete library 😊"  
[X Link](https://x.com/unseenvalue/status/2012811753327833528)  2026-01-18T08:58Z 152.9K followers, 24.5K engagements


"Fear replaces conviction. Capitulation follows"  
[X Link](https://x.com/unseenvalue/status/2013906542974697617)  2026-01-21T09:28Z 153K followers, 29.4K engagements


"Sona Comstar front and centre powered by HBR thinking and Prof. Alex Hills research. Better than institutional research #Syngene = CRO headwinds; collapsing CDMO dream. Don't miss the middle part and the last [--] seconds. https://antifragilethinking.substack.com/p/the-sona-comstar-flywheel-turning https://antifragilethinking.substack.com/p/the-sona-comstar-flywheel-turning"  
[X Link](https://x.com/unseenvalue/status/2015835262564139481)  2026-01-26T17:12Z 153K followers, 13.2K engagements


"Ill detail how the expected 30% compounding failed to materialise resulting in a premature investment thesis death. While valuations improved pre-Q3 the latest earnings call rules out my re-entry for now. Wasted a lot of time on #Syngene (2015 to 2025). Mistakes. Lessons"  
[X Link](https://x.com/unseenvalue/status/2015843250322464915)  2026-01-26T17:44Z 153K followers, 13.3K engagements


"If Bajaj Consumer and Tata Consumer are hogging our bandwidths it says a lot about the rest of the market. Autos' and FMCGs' real test will be in Q3 FY27 on a YoY basis. Tax and GST will be in the base then. Celebrate today. Brace for tomorrow"  
[X Link](https://x.com/unseenvalue/status/2016083497979420867)  2026-01-27T09:38Z 153K followers, 19.1K engagements


"Deep dive on @LaurusLabs this weekend. Let the crowd argue CDMO QoQ volatility and lumpiness endlessly :) Centennials: The [--] Habits of Great Enduring Organisations by Alex Hill; Evidence meets this golden book 👇"  
[X Link](https://x.com/unseenvalue/status/2016158373595512988)  2026-01-27T14:36Z 153K followers, 11.7K engagements


"Plus some more Thinking Fast and Slow (Daniel Kahneman) Antifragile Skin in the game (Taleb) Poor Charlie's Almanack [--] Laws of power (Robert Greene) Zero to One (Peter Thiel) Elon Musk by Walter Isaacson This is literally the best book list that rewires your brain for success https://t.co/dsdHrenugs This is literally the best book list that rewires your brain for success https://t.co/dsdHrenugs"  
[X Link](https://x.com/unseenvalue/status/2016581767004590122)  2026-01-28T18:38Z 153K followers, 12K engagements


"There may never be another Advanced Enzymes out of India and yet the stock was at [---] the other day with no buying interest. Often what you reject at [---] you start loving at twice the price. Momentum is a chronic disease"  
[X Link](https://x.com/unseenvalue/status/2016754761316372850)  2026-01-29T06:06Z 153K followers, 21K engagements


"I didnt join Piramal Pharmas earnings call live since it was 3:30 AM in the UK. Im catching up now and will be posting an update on Substack later today"  
[X Link](https://x.com/unseenvalue/status/2016827312914710529)  2026-01-29T10:54Z 153K followers, [----] engagements


"10 years of uninterrupted randomness in select #metals (ex GMDC). Up. Down. Up. Down. Up for now. Ignored all the noise. Thick-skinned. Bought during the early [----] correction. More luck than genius anchored by one simple rule: protect the downside. Entry was at valuations that look absurdly cheap by todays metals standards. Cyclicals must never be "buy and hold forever" rather buy in pessimism and sell in euphoria PS: we did sell some #GMDC last year in another family a/c to gain immunity from negative randomness. No fresh reco."  
[X Link](https://x.com/unseenvalue/status/2016861502716719178)  2026-01-29T13:10Z 153K followers, 21.1K engagements


"#Syngene. #PPLPharma. #LaurusLabs. #NeulandLabs. Weve seen 90% drawdowns in APIs before. History rhymes. Read this a few times. There is a table of stock prices: https://antifragilethinking.substack.com/p/neulands-fractals-the-repeating-patterns https://antifragilethinking.substack.com/p/neulands-fractals-the-repeating-patterns"  
[X Link](https://x.com/unseenvalue/status/2016866790450536575)  2026-01-29T13:31Z 153K followers, [----] 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](https://x.com/unseenvalue/status/2016875685734764758)  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](https://x.com/unseenvalue/status/2017191501734756624)  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](https://x.com/unseenvalue/status/2017201034351849737)  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](https://x.com/unseenvalue/status/2017207773956653488)  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](https://x.com/unseenvalue/status/2017870400235934171)  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](https://x.com/unseenvalue/status/2019431735877075121)  2026-02-05T15:23Z 153.1K 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](https://x.com/unseenvalue/status/1985623561646850510)  2025-11-04T08:22Z 153.3K followers, 38.4K engagements

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