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ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ Profile picture
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2 Jul, 4 tweets, 2 min read
With so much focus around the world wrt sustainability, one way to differentiate between speciality chemical companies is their focus on green chemistry.

The customers would soon demand this of everyone.

Source: Clean Science & Tech RHP.
Indian Speciality chemicals are expected to grow at over double digits till 2025.

Agrochemical & Fertilizer & Pharma API contribute 55%+ of the total speciality chemical space in India.
Why Mamaearth type startups are doing well.
An interesting industry: Superabsorbent Polymers growing at 15-20% in India.

Is used in Baby diapers & Feminine hygiene products.

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More from @AnishA_Moonka

ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ Profile picture
29 Jun
R&D & Capex Spends by 2 optical fiber companies.

Separating facts from fiction.
Both the managements are gung ho about the investments they have made in 5G products & development of an R&D focused culture.

Numbers reflect that in only STL’s books, however, the revenues from new products haven’t started flowing in.
Their market cap is similar.

Their Operating cashflows aren't.
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ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ Profile picture
24 Jun
What is wealthy? Net worth of more than 500 times your yearly expenses.
Why? This is to ensure that one is safe financially in the worst of situations.
If this does look like too much: Imagine one has accumulated 500 times their expenses.

& given the age-related problems; Net of investments their expenses go up 15% YoY for 30 years (conservative viewpoint).

By the 31st year, one is just left with a single year of expense.
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ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ Profile picture
23 Jun
A thread on the snippets (paragraphs & quotes) from the book ‘Why We Sleep’ by Matthew Walker 💤

One third of our lives, better read about it.

This thread will be updated as I read further & further. Image
1/ “Two-thirds of adults throughout all developed nations fail to obtain the recommended eight hours of nightly sleep.”

Imagine if you don’t have that rare ‘short sleep’ genes 🧬 that allows you to do will less than 5 hours of sleep 🛌.
2/ It’s going to get ugly. Image
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ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ Profile picture
23 Jun
How the semiconductor crisis is affecting the automobile industry globally

Inventory levels at the manufacturer & dealerships are the lowest ever

This will get resolved by Sep & OEMs are already in talks in ancillaries to work at max capacity post-Sep to make up for the losses. Image
"If the software is eating the world, then the chips are the teeth"

Why Semiconductors are so important & the events that led to the global shortage.
Why did the Auto Industry specifically face a lot of brunts?

The cars are getting more advanced, leading to semiconductors powering almost everything:

From Power steering to complicated in-vehicle computer systems. Image
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ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ Profile picture
18 Jun
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.
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ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ Profile picture
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
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