Bharath

Son | Father | Husband | Brother | Supply Chain Consultant | Investor in API, Innovator CRAMS and IT

[Bharath @Quest_for_value]

10% of successful investing is finding a great investment. The other 90% is not selling them.

[Bharath @Quest_for_value]

Very good view point….

Two years before it was Neuland
Currently its Laurus
Tomorrow ???

[Sekhar @LearningEleven]

We don't need to participate in every sector. In fact, it often pays to focus on a handful of sectors and understand them deeply.

Take the CDMO space, for example. Different companies go through different earnings cycles, depending on their product pipeline, client additions, capacity expansions, and commercialization timelines. As a result, you can find opportunities in multiple companies within the same sector at different points in time.

The real beauty of this approach is that these cycles tend to repeat. If you understand the sector well, you can potentially capitalize on similar opportunities every couple of years without constantly jumping from one theme to another.

[Bharath @Quest_for_value]

One thing investors often miss:

CDMO is a long-gestation business.
When demand shifts, companies with ready capacities win disproportionately. Capacity built today becomes revenue tomorrow.

https://t.co/eukDb1EwhV

[Bharath @Quest_for_value]

@HydSpeaks Great job…

I have put the link of this in his comments of the post… Done… 👍

[Bharath @Quest_for_value]

@realhyderabad86 @realhyderabad86 : You are exposed by @HydSpeaks …..

[HyderabadInsider @HydSpeaks]

Dear realhyderabad86,

Nice pivot.

A year ago you were hyping Mokila plots:
“To reach Mokila from Neopolis is way easier than going to Jubilee hills. Measuring distance is old school. Measuring time and ease is new school… once the whole highrise fascination goes away, people will go for peace.”
https://t.co/xYwJizAyD9

I replied: “Mokila is not near Neopolis! … Measuring distance in minutes is a marketing gimmick used to market real estate in certain localities such as Mokila.”
https://t.co/DN1RZMkfpX

Just days later (April 1) you doubled down, calling distant Mokila land a wealth hedge:
“Compare Mokila itself. Land went up 10x in 13 years. Villa price went up 6X… He just needs to hedge using land.”
https://t.co/4yJTrkRqGw

Then earlier this year you again promoted its isolation:
“Mokila is surrounded by 100s of acres of 111 GO lands… nothing can come for foreseeable future. The fresh air will carry a lot of value.”
https://t.co/8EIvfDf0t9

My reply: “If ‘nothing coming up’ made land valuable, remote villages would be the most expensive real estate in India! Value is driven by access, not isolation.”
https://t.co/Z50XKkLQov

Today in your Raidurg post you’re now saying exactly what I argued both times — don’t chase far-off residential FOMO on commercial hype.
https://t.co/rvjJ4ifD8B

Did I convince you or is this just a short phase before you flip-flop again?

Sincerely,
HyderabadInsider (with help from Grok)

P.S. Somebody please share a link to this with post as a comment to his post on Raidurg today.

[Antifragile Thinking @unseenvalue]

The higher the uncertainty:

-> more valuable the diverse range of optionalities

-> higher the probability of disproportionately large positive outcomes over the unpredictable workflow of the cash-to-cash business cycle

[Bharath @Quest_for_value]

@abhijit15603842 Investor Relation Team

[Bharath @Quest_for_value]

#Lauruslabs: When the IR team is accumulating shares, don’t just watch the price. Pay attention and Study the business.

[Bharath @Quest_for_value]

@LearningEleven Best response is to ignore them....

If you’re active on social media, develop a thick skin.

The moment you reply, you are giving them exactly what they wanted: attention.

They get frustrated wen you ignore.... :)
Lets frustrate them...

[Bharath @Quest_for_value]

I feel Mgmt guiding conservatively

💡 High probability:
50% CDMO mix achieved by FY29 (earlier than guided)

[Bharath @Quest_for_value]

#LaurusLabs is widely tracked… yet poorly understood.

A love it or hate it stock you simply can’t ignore.

My take on FY26 results and Outlook.

A Thread...🧵

[Bharath @Quest_for_value]

High growth + High ROCE + reasonable valuation = powerful combo

DYOR 🙏
Invested & biased 🙂