It's the weekend!

Grab a cup of coffee, in this thread I will explain

1. What is index investing?
2. Why S&P 500, Nasdaq 100 and DIJA are different?
3. How to create your own indexes?

Let's dive right in.

You may have noticed at the start of every book, there is a page which lists out various chapters and the page number for each chapter.

This is called the index of contents of the book.

It helps you understand what is where and give you a general idea how to read the book.

Similarly in the world of finance, we have financial indexes that are used to indicate where the overall market is trading.

Is it high or is it low?
Is it cheap or is it expensive?

These questions can be answered by looking at the index.

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@itsTarH

16 Jun

@IndiaRatings

@IndiaRatings published its latest report on #SequentScientific

Here are the key parts 👇🏼👨🏼‍🔬

Sequent has been on a product launch spree.
With the only USFDA approved animal only dedicated facility in India, sequent has commercialized

🧪 32 APIs
📜 Filed 23 DMFs
🥃 Pipeline for 35 Formulations

Majority of these products are in high margin injectable business.

Sequent also acquired a Germany based R&D business which will further strengthen its R&D Pipeline.

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@itsTarH

14 Jun

Wuxi Biologics Revenue (in CNY)
2017: 1.6 Billion
2018: 2.5 Billion
2019: 4 Billion
2020: 5.6 Billion

Has a backlog of orders worth USD 11 Billion+

Various stages and potential revenue in each stage for a CDMO

Even after increasing their capacity at a rapid pace, Wuxi still has a backlog which is growing at 50% per year.

Imagine the demand for a Biologics CDMO in the industry.

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@itsTarH

12 Jun

Its the weekend!

Grab a cup of coffee, in this thread I will explain

1. What are Porter's 5 Forces?
2. How to use them while analyzing a business?
3. What information can they tell you about a business

We will be analyzing Divis Labs as an example.

Lets dive right in.

Michael Porter, is a business and economics professor at Harvard Business School. He is the author of more than 20 best sellers, all written on the topics of competitive advantage, his expertise.

He is most famous for his work on 5 force model which was first published in 1979.

Porter's 5 Force model is used to identify competitive advantages a company has amongst its peers and in an industry it operates in.

A simple 5 point analysis can help anyone determine whether a company enjoys certain advantages that its peers do not have.

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