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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29 Jun
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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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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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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.

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How the semiconductor crisis is affecting the automobile industry globally

Inventory levels at the manufacturer & dealerships are the lowest ever

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

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This thread will be updated as I read further & further.
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A thread on the snippets (paragraphs & quotes) from the book ‘The Epigenetics Revolution’ by Nessa Carey

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: Listen this amazing Explanation. Image
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