Anish Moonka Profile picture
Jun 12, 2021 30 tweets 9 min read Read on X
A thread on the snippets (paragraphs & quotes) from the book ‘The Epigenetics Revolution’ by Nessa Carey

All your cells (200 types) in your body have the same DNA, so how does a brain cell differs from a blood cell?

This thread will be updated as I read further & further. Image
1/ Your DNA is the script & the two different movies are the cells.

The Epigenome is the one culprit. This is the one who interprets a DNA code as per it’s need.

: Listen this amazing Explanation. Image
2/ “Invert, always invert” ~ Charlie Munger.

This is what he means by that quote. Try to view a same problem from multiple lens. Image
3/ The scientific explanation. ImageImage
4/ The miraculous piece of work that is the human body. Image
5/ This is what the now Wolf prize winner & the Nobel Laureate, John Gurdon was told in school.

Now Listen to this Poem by Charles Bukowski: & think. Image
6/ “To see what everyone else has seen but to think what nobody else has thought.”

Best definition of a great scientist.
7/ The best scientific experiments are designed to disprove, not to prove an idea.

Same should be applied in making a stock investment. Image
8/ “Sometimes the greatest scientific breakthroughs happen because someone ignores the prevailing pessimism.”

Replace scientific breakthroughs with investments & it’s valid.
9/ Simplest explanation of DNA. Image
10/ Why even a single mutation in DNA can have devastating effects. Image
11/ The science behind developing an alcohol tolerance. Image
12/ Fascinating. Image
13/ The obesity pandemic that we are currently facing will have reverberations over the next generations 😤 Image
14/ The Battle of the sexes. Image
15/ Just wow. ImageImage
16/ How new theories take over old theories in science. Same is valid in Investing. Image
17/ What we find depends depends very much on how we are looking. Image
18/ Biologically speaking, this explains why we derive from Chimpanzees.

Humans & chimps split just 40 lakh years ago (small time, evolutionarily) Image
19/ Some part of us is actually, perfect the way it is: Proteins.

How does biology codes for more complex & sophisticated organisms? By altering the regulations of these proteins, not altering the proteins themselves. Image
20/ Scientist who discovered the Si-RNA technology receives a Nobel Prize.

A book in 2012 talks about the various risks involved in drugs using that tech👇

2018- FDA Approves First-Ever siRNA Therapy (an orphan drug)
biologicsblog.com/fda-approves-f…

Another reason to be optimistic. Image
21/ The most exciting phrase to hear in science, the one that heralds new discoveries, is not ‘Eureka!’ (I found it!) but ‘That’s funny ....’ ~ Isaac Asimov.
22/ Cancer is heterogeneous. ImageImage
23/ Depression & it’s complexity. Image
24/ The growth of the cosmetic industry to fight ageing has been relentless. Image
25/ Simplest way to live longer. Image
26/ Nature is smarter than people think. ~Mickey, the movie ‘Rocky V’ Image
27/ Butterfly 🦋 = caterpillar 🐛 Image
28/ I like such endings, not tipsy for the sake of it, real.

Overall, a must read for the geneticist 🧬 inside you. However, A bit dry at times.

End of Thread. Image
Presentation on What is Epigenetics? - with Nessa Carey (the writer herself)

Everyone should be able to understand.

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More from @AnishA_Moonka

Nov 22, 2022
1/ Network Orchestration, A moat

The business model of PDS 👕👖

They play the role of the Orchestrator: A platform that connects to & finds synergies among 1000s of local networks across the world to create collective value for the network & its stakeholders

H/T @Chins1729 👑
Image
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2/ It's hard for a traditional firm to move towards being a Network Orchestrator

X | From thinking about their firm → The whole Network
Y | From Management control → Empowerment
Z | Shift in Value Creation through Specialisation → Integration

High Entry Barrier 🚧 Image
3/ X

Two retail stores in New York City may appear to be direct competitors, but this is an illusion.

Each store has a supply chain stretching from its shelves out to the world

Before a customer walks into the store, often the game is over based on the superior supply chain. Image
Read 8 tweets
Nov 19, 2022
There's this perception that IDFC First Bank has only one leader, Mr. V Vaidyanathan

Let me put rest to this mistaken opinion.

A thread 🧵👇
1/ Madhivanan Balakrishnan, COO

MSMEs need to be connected to digital entrepreneurs

Using E-marketplace, GEMS, & GST, bankers are augmenting the underwriting with these

70-75% of the retail lending 100% digital: 4-4.5 lk loans/month (digitally)

OCEN 🚀
2/ Sumit Madan, Head- Retail Liabilities & Branch Banking

The only bank in the country with an integrated app: For CA & SA (Aids MSMEs)

The startup ecosystem is uniting all Indians

Among the highest rates for Debit cards & the lowest for credit cards
Read 8 tweets
Nov 17, 2022
IRFC: Business Analysis 🚂

A Regulated Monopoly Lender with zero NPAs & growing faster than HDFC & ICICI Banks

I authored this on Dec 2021 when the stock was barely talked about, posting it today to improve my engagement numbers on Twitter ✨

A Thread 🧵👇
1/ History.

IRFC was established in 1986 as a dedicated market borrowing arm of the Indian Railways, registered with the RBI as an NBFC (Systematically Important)

But why do Railways need them, can't they directly ask for funds from the Ministry of Railways (MoR)?
2/ Here, enters the Government according to whom raising money from the open market is not the duty of MoR, it is the duty of the Ministry of Finance (MoF)

which didn't want to act as an intermediary & thus IRFC was born to raise money& fund the capital needs of Indian Railways.
Read 20 tweets
Nov 13, 2022
Real estate stocks have taken a tiny hit due to the interest rate hikes

Zoom Out. This is just a minor blip in this cycle

If the cycle goes the way it has in the past, most of the companies can become 5-10x larger in the next 5 years

If it doesn't, you still double your money. Image
1/ From Godrej Properties Q2FY23 concall

Price acceleration (across all markets) is driven by the end consumer & not just investors. Interesting. Image
2/ Continuing on the above... Mr. Godrej is quite bullish on the real estate cycle picking up in the next 4-5 years. That's why they are doing a lot of asset-heavy deals these days & did massive QIPs.

Later, we might see a downcycle again. Still, good times are probably near. Image
Read 8 tweets
Nov 13, 2022
Strong execution from Sunteck Realty: Targeting a 1800crs TTM Pre-sales by FY23 end.

- $ 3.8 billion (30K crores+) is Est. Gross Development Value (GDV) of the upcoming project pipeline in the next 7-8 years
- 37 million sq ft Across 7 projects

Very Interesting!
1/ They have nearly 2000 crores unsold inventory as of the date

They are also planning to launch 6000 crores worth of projects in the next 18 months

If the demand scenario stays robust, the targets above should not be hard to meet

Target: Double Pre-sales every 2-2.5 years 🚀
2/ "Sunteck has grown in the last 15 years with all the headwinds in the industry. We have been able to grow at a time when most other players have not been able to survive." ~ Kamal Khetan, Chairman & MD.
Read 5 tweets
Nov 12, 2022
Sridhar Vembu Interview 👑

1. R&D Spends >>> Marketing Spends (The opposite is unsustainable, the last year was a bubble)
2. They have always followed an organic process of building deep capabilities over time which allows them to build great products
3. They are investing in medical technology, EVs, Robotics, Network Equipments, AI & ML
4. Future of SaaS? The market is great, however, too many people are chasing it (We need a period of consolidation as no business wants to work with 10s of thousands of companies, only 5-10)
5. Microsoft is 200x our size, and Salesforce at 40x; those are the milestones we want to reach (Global Leadership)
6. What he needs in investments? I look for problems to be solved
Read 6 tweets

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