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Tar ⚡ Profile picture
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7 Jun, 8 tweets, 2 min read
Not everyone has the resources to enter Biosimilar markets

The science of #Biocon remains unseen, esp. by CSLA analysts.
A biologic compared to a generic drug.
Only ~2 companies in India (that I know of) focusing on BioBetters

Stelis and Biocon

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More from @itsTarH

Tar ⚡ Profile picture
6 Jun
Sharing my Investing Principles 🔑

I wrote these when I first started direct equity investing and occasionally revisit them, time and again.

Writing these principles have helped me avoid major pitfalls and stay true to what I think is my investing ideology.

👇🏼
These principles are based on the lessons I have learnt by observing the giants and titans in the industry.

From Lynch, to Buffett, to Munger, Druckenmiller, to Klarman, to Pabrai and many others.
Principle # 1
Never Lose Your Capital
Read 10 tweets
Tar ⚡ Profile picture
5 Jun
Its the weekend!

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

1. What is Proxy Investing?
2. How to apply it?
3. What are the benefits of Proxy Investing?

Thread includes examples of few famous proxies from history.

Lets dive right in.
The famous example of proxy investing always quoted is the California Gold Rush

In 1848, approximately 300,000 people migrated to California from various parts of the US to dig for gold
The news was, Cali was rich in gold and almost everyone who was digging was able to find it.
This sudden influx of migrants digging for gold meant demand for certain commodities went through the roof.

These commodities included
- Daily Ration
- Picks and Shovels
- Denims

Yes, Denims!

Denim is a hardened material, originally developed for miners and doesn't tear easy.
Read 35 tweets
Tar ⚡ Profile picture
5 Jun
All my Threads so far 🧵 👇🏼
The One with the Cash Flow Explained 💰
The One with Free Cash Flow Explained 💸
Read 8 tweets
Tar ⚡ Profile picture
4 Jun
#StelisBioPharma is producing 200mn doses for Sputnik for RDIF

Even if they sell each doze for Rs 200, that's almost 4K cr in sales
Strides owns 33% of Stelis, so 1.6Kcr in sales

Sales of Strides = 3316cr + 1.6Kcr + 0.8cr (Stelis value)

Market Cap = 7kcr
Selling for ~1x sales
Still selling for ~1x sales after taking account for below mentioned correction.

Image
Read 5 tweets
Tar ⚡ Profile picture
30 May
Laurus Labs : A Visual Story

I am a Data Science / Machine Learning developer by profession and data along with finance are my two areas of competence.

I realize how powerful combining both of them can be, so here is a visual analysis for Laurus Labs.
Laurus Labs is a research driven diversified pharma company, based out of India, started in the year 2005. Image
The area that separates Laurus from its peers is its intense focus on R&D. The company started as a contract research organization and then forayed into manufacturing.

The founder highlights this in one of his interviews with Forbes early on. Image
Read 24 tweets
Tar ⚡ Profile picture
29 May
Its the weekend!

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

1. How to select a Mutual Fund?
2. Common and costly mistakes people make while choosing a Mutual Fund
3. Some tools and tips to help you while selecting a fund

Lets dive right in.
Everyone knows what a mutual fund is, so I wouldn't spend much time on that.

If you're new to the investing world or want to brush up on your knowledge of Mutual Funds, here is a great video explaining them in detail.

Now, that you have brushed up on your knowledge of mutual funds, lets look at the common mistakes to avoid while selecting a mutual fund.
Read 39 tweets

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