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#Syngene order got executed at 9:15 🇮🇳

Conviction | CDMO has a very long runway and Syngene is the only such player from 🇮🇳
Looking at the Twitter and Watsapp " claims " - everyone bought everything at the lower circuit! I wasn't so lucky :)

Remember - over the 10-20Y period it's the brilliance of the business and management that compounds capital and NOT the market timing. Give time to them.......
“Waiting for the bottom is folly. What, then, should be the investor’s criteria? The answer’s simple: if something’s cheap – based on the relationship between price and intrinsic value – you should buy, and if it cheapens further, you should buy more.” - Howard Marks
The longer you track a business, the better you understand it, in my view. Started my research on #Natco in 2002 and #Biocon since 2004.
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