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Right time,invest in a good company,right price - ALWAYS
16th May 2016,Buffet bought $1bn worth,9.8 mn shares
Apple,worst quarter since April,1st quarterly drop in sales in 13 years
2012 Buffet added IBM,not Google & Apple coz he said chance of going wrong in IBM are less
@IBM
Buffet in 2012 said he doesn't understand @Google & @Apple business
Apple 2nd quarter sales fell $58bn to $50.6bn,Tim cook warned of further fall to 41-43bn $ sales
But buffet perhaps saw it as a temporary Blip in a long term solid business
In Jan 2020 Berkshire ,profit of $47bn on its 6% stake in Apple
In Feb 2020 Berkshire sold $800mn stock In Apple to make further investment in Kroger & Biogen
As of Jun 24,2020 Berkshire owns Apple stock worth $90bn,20% networth of Berkshires $440bn
Buffet added to his initial position
Apple paid close to $784mn in dividends to Berkshire in 2019

GREAT COMPANY AT RIGHT PRICE IS A GREAT INVESTMENT
@Apple @Google @amazon @IBM @nasdaq @Coolfundoo @Prakashplutus @naval @dmuthuk @thescorpionphil @awealthofcs @spectatorindex
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TheMarket🐝
@BullsforBears
#COVID__19
Treatment for Mod to Severe cases
May need oxygen as they tend to be happy hypoxics with low O2 saturation,florid pneumonia,high fever,breathlessness,possible cytokine storm(raised inflammatory markers like LDH,Sr Ferritin,Ddimer,CRP)
#coronavirus
#COVID19
Drugs used
Tocilizumab
Immunosuppressant (40-60000/dose),mainly used in Rheumatoid arthritis
Humanized monoclonal antibodies against Interleukin 6
Used in high risk cases with good success in municipal hospitals in Mumbai,patients with breathlessness,pneumonia,Cytokine storm
Tocilizumab company Roche with @Cipla_Global

Itolizumab
Humanized IgG1 monoclonal antibodies against CD6 receptors
Commonly used for psoriasis, arthritis
Used In high risk cases
Results to be available end june,early july
Company - Biocon
@Bioconlimited
Read 8 tweets
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TheMarket🐝
@BullsforBears
Hand sanitizer, the new magic potion for FMCG biggies ,courtesy #Covid19
Hand sanitizer sales touched 43 crores March,20 compared to 18 cr last year
Hand sanitizer market expected to grow at annual rate of 10 to 15 % over next 5 years
Effective 99.9% against #coronavirus
Players like ITC,Marico,Dabur,HUL,Himalaya,Diageo,Pernod,JSW,Asian paints expanded existing lines or launched hand sanitizer products
Market share of top 3 players Dettol,Himalaya & lifebouy fell from 85% in Feb to 39 % in March as new players grabbed market share
@ITCCorpCom
According to Grandview research global hand sanitizer market valued at $2.7 bn in 2019 to grow at CAGR of 22.6% from 2020 to 27
Gel based dominated market in 2019x49% market share,thin watery spread easily on skin
Foam based to dominate going fwd ,CAGR 23.1% FY 20-27,longer efft
Read 8 tweets
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TheMarket🐝
@BullsforBears
Bharti Airtel
Airtel ARPU - 150,expects Arpu of 200 in near term & 300 in longterm for sustainability
Another 15-20 % rise in ARPU next 5 to 6 quarters
Rise in ARPU will flow to bottomline
India ARPU lowest in world,higher than Pakistan lower than Bangladesh
@airtelindia
Indian telecom market 2.5 players,virtual duopoly,pricing power limited competition
Mobile market with only 2 players have higher ARPU,compared to multiple player markets
Reliance jio market leader with 35% share,Bharti benefits from consolidation,good services,Voda debt issues
Bharti africa business showing good traction
Govt curbing further price hikes,restricting equipment imports from China may be a dampener
Days of free data,calls over,any downward revision of ARPU will affect all 3,Voda most due to interest payments, AGR issues
@reliancejio
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