If you hear these terms often but wonder how to understand the coherent way in which they come together, I cannot recommend this YouTube Channel enough:
Shomu's Biology
List of lectures on Mammalian Cell Culture:
Rest you can look up on YouTube
I have subscribed to his channel.
Disclaimer: DOn't know the channel founder/operator, no vested interest, just an eager learner :)
After checking out the channel, If anyone knows any even better source for learning: maybe university lectures or coursera courses, please do suggest.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
A lever can lift a large weight with help of a smaller weight because of the long arm. This is because of the balancing of torques. A small weight can lift a large weight. That is leverage.
First thing worth mentioning is that I am only describing my own process. Others can follow a different process which could work for them.
Opposite of a good idea can also be a good idea
Before understanding the process itself, it is important to understand the problems the process is being designed to solve for. What are the key hurdles or troubles I have faced in designing my PF.
I am reminded of a wonderful fable I read few months ago in am investing book (forgot which one). It goes something like this:
5 friends are walking in a desert. They end up meeting god ny chance and God tells them that they will satisfy one wish for each of them.
Person 1 asks for a camel. They get it. They are very very happy.
Person 2 looks at person 1 like they are a fool. Person 2 thinks what a fool to have asked for such a small thing. Person 2 asks god for 10 camels and 10 kg of gold. They get it and are very very happy.
Had a look at #cleanscienceipo
My key takeaways: 1. Really specialty chemicals. Many cos operate under the guise of specialty but this one is the real deal. They did not file patents to protect their process IP.
2. Margins and unit economics top notch. Even china imports from this Co. Wow. Invested in backward integration recently to increase gross margins. Only depend on commodity chemicals as starting materials now.
3. While last 3 years profit CAGR was 42%, i don't think next 3 years will see repeat.
(i) topline growing at 14% in an industry growing at 8-11%.
(ii) some operating leverage and favorable product mix can take profit CAGR to 18-20% IMO.
(iii) I Won't pay PEG of 2.5 for any biz