Discover and read the best of Twitter Threads about #irb

Most recents (5)

🤩We had a phenomenal conversation with our experts as they decoded our recent multi-bagger #stocks portfolio!

✨Run through this thread to check out their analysis.

✨Invest in the multi-bagger portfolio now:… Image
✨Check out the rationale behind the stocks in the multi-bagger portfolio.

#TATAPOWER was suggested by

Here's why!

➡️It gave more than 200% returns since last year.
➡️They generate, transmit & distribute power: A strong business model.
Know more on why #TATAPOWER would perform well.

🔹The government plans to promote renewable energy.
🔹#TATAPOWER aims to double its renewable energy generating capacity by 2025.
🔹Power demand will increase with the rise of EV.
Read 10 tweets
One line thesis for top momentum stocks:
#ADANIGREEN - Largest govt contracts
#LAURUSLABS - Superb Q results, CDMO, Sector Tailwinds
#ALKYLAMINE - Duopoly, Proxy to Pharma(60%) and agroChem(40%) boom
#GMMPFAUDLR - Market leader, MNC, Pharma Proxy

#GRANULES - Pharma boom, API, Cos Moving from China to India for APIs.
#DCAL - CDMO business
#BSOFT - Big wins from the likes of Microsoft, Oracle, etc
#DIXON - Marquee clients like Samsung, Philips, Xiaomi, Proxy to electronics consumption theme in India

#TATACOMM - New investments from FIIs, WFH, Few players left, INet growth
#DHANUKA - Agrochem boom, Asset light business, collaboration with innovators
#AFFLE - Digital consumption growth
#INTELLECT - Financial platform, new product financial services-ready public cloud

Read 7 tweets
1/4 Historically, private independent IRBs were founded and owned by individuals who had a plurality of goals. For some, like @VeritasIRB, profit was never the main driving objective.… #researchethics
2/4 While we must avoid the pitfall of assuming that all private equity (PE) firms are inherently bad, the governance of PE-owned IRBs must be examined carefully. In fact, governance must be a matter of scrutiny for any #IRB regardless of its corporate structure or ownership.
3/4 Many proposals were made over the years regarding the corporate structure, operations, accountability, and independence of IRBs by scholars, including @HollyLynchez, @TrudoLemmens, @charlesweijer, and @jgdownie.
Read 4 tweets
Thinking about a low cost easy to manufacture home test kit for #Coronavirus. Outline: #Nasal_swab (Q-tip) w/ freeze dried reagents for isothermal #DNA amplification with #COVID19 primers. Colorimetric readout by #iOS or #Android #App w/ #geolocation & #HIPPA compliant reporting. Image
Read-out would be in minutes - timer in App - read by camera in your smart phone. No other machines. Links to telemedicine groups for positive results. Built in positive control - e.g. no color = improper test, green NEGATIVE, red POSITIVE.
I’ve done my best creating when faced by a challenge. Next gen sequencing when my son went to new born intensive care - #454 @iontorrent. Ultrasound on a chip @ButterflyNetInc when wanted to monitor my daughter’s kidneys.
Read 31 tweets
1. RISCOS DE GOVERNANÇA - escrito no dia 20/02

"Não há ninguém que está há muito tempo no mercado que nunca foi enganado por alguém muito bom de papo".

Eu adoro essa frase. Tem sido um dos maiores mantras da minha vida como investidor nesses anos todos.
2. No processo de construção de um case, um analista precisa falar com o máximo de pessoas possível, de diferentes funções, visões e interesses do negócio.

CEO, CFO, conselheiros, diretores, gerentes, funcionários, ex-funcionários, clientes, fornecedores, investidores, (...)
3. ex-investidores, auditores e outros.

Se você só procurar ouvir sobre a companhia por um cara do nível de um CEO, certamente sairá encantado com a tese.

Um olhar 360 do negĂłcio faz com que muitas vezes, mesmo o negĂłcio sendo bom, o analista acabe desistindo do investimento
Read 11 tweets

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