A thread on the snippets (paragraphs & quotes) from the book ‘Gene Machine’ by Venki Ramakrishnan (a Nobel Laureate)

Talks about a machine that decodes the data in DNA 🧬

This thread will be updated as I read further & further.
1/ Ribosomes aka Mother of all molecules.
2/ DNA is decoded into proteins & they run the show.
3/ Why discovering the structure of DNA was a start of a revolution?

Also why discovering the ribosome’s led to a Nobel price for the author?

They turn out to the bedrock of multiple new research fields.
4/ Immediate commercial reason to study ribosomes 🦠
5/ Most scientists are momentum investors.
6/ Time travelling back to the 16th century schools would be damn fun.
7/ 23-24th century books (?) will say the same about some of the visionary geniuses that roam around us.
8/ Sexism in the 1940-60s.
9/ Luck (?)
10/ Short breaks.
11/ Be shameless.
12/ Black Box.

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More from @AnishA_Moonka

12 Jun
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
Read 30 tweets
6 Jun
A thread on the snippets (paragraphs & quotes) from the book ‘Lifespan’ by David Sinclair @davidasinclair

‘The clock is ticking’

This thread will be updated as I read further & further. Image
1/ “Every death is violent.” ~ Holocaust documentary filmmaker Claude Lanzmann. Image
2/ That scene from the film ‘Dead Poets Society’ Image
Read 48 tweets
1 Jun
Niranjan Hiranandani's view of how different real estate asset classes will go through in this cycle?

A micro thread 🧵👇
1/ Residential housing: The finished products are going to sell best all across India.

Location remains the most important factor, others are pricing, sizing of the flats & amenities asked by the residents.

The last 2 have benefitted immensely due to the Work from Home Trend.
2/ Commercial Projects are facing a big setback & should continue facing one for a year or two.

However, one who invests in them now will create High ROI long-term assets.

Tier 2 & 3 cities are seeing increased demand for commercial real estate: Mostly small & medium format.
Read 5 tweets
20 Apr
Commodity Supercycles.

Hit the 're-tweet' & help us educate more investors.

A micro thread 🧵👇
1/ What is a commodity supercycle?

They are near decade long periods where commodities trade well above their price trend

supercycles are rare

Going back 100 years, Only 3-4 supercycles have been identified & each was tied to a transformational period of economic development.
2/ A one-two year rally in commodity prices is NOT a supercycle, rather could just a rebound from an imp. event as what even happened after the 2008 great recession.
Read 7 tweets
4 Jul 20
1/n

Interesting snippets from the shareholder letters by Mr Deepak Parekh, HDFC from FY12-20

To equity Investors: India is not a ‘top- down story; it never was & perhaps never will be

India is a ‘micro’ story

Companies underestand: Risk of not being in India> Risk of being.
2/n

The mindset behind their lending: Hats off.

Also adds, that as India’s mortgage penetration is so low, insincere lenders tend to gain market share during great times.

For HDFC, Profitability is the focus, not market share.
3/n

The Power of Entrepreneurship

When HDFC ltd started in 1977, there was no systems to lend; they created it

Indian Regulators strict norms helped us skip the real estate bubbles in the past

CERSAI was setup in 2013 to counter multiple financing against the same property.
Read 8 tweets
26 Jun 20
The business cycle of a life Insurance company from the shareholder’s point of view:

In the long run, only solvency (ensures suvival) & dividends matter but require constant monitoring through the phase 3. Image
What to constantly monitor during the Phase 3: Growth, Capital & Execution of strategy. Image
Life Insurance is a commodity business. Here’s how one can differentiate: Image
Read 4 tweets

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