Bhoju Sringeri

[Bhoju Sringeri @bhojusringeri]

@logical_traderr Really a very different angle.Thanks for your generosity to share.

[Bhoju Sringeri @bhojusringeri]

@splashhed42 @LearningEleven New capex and time to utilize, inherent order volatility in CDMO, max margin, may shrink a bit. 5-6 years to double the topline. So I asked am I missing something that's going to be 5x in 5 years story or only doubling from here under normal circumstance.

[Bhoju Sringeri @bhojusringeri]

@splashhed42 @LearningEleven No targets. First time peptide name I heard in 2020 with Neuland, Anthem is chiefly in peptides, then looked into Neuland and Anthem can be the next. But at a glance Neuland 20x (I sold at 1k for loss), is due to margin expansion, which Anthem is at highest margin.

[Bhoju Sringeri @bhojusringeri]

@splashhed42 @LearningEleven Neuland became 20x plus from extreme low margin to extremely high margin, plus P/E expansion. Anthem top line is 2100Crs, by 5-6 years it may double. It is the one with highest margin among CDMO around 80+ p/e. So only earnings need to push. Not sure what am I missing here.

[Bhoju Sringeri @bhojusringeri]

@soicfinance @stockscansin tools it's not there. Found under Scans->Concall Scans.

[Bhoju Sringeri @bhojusringeri]

@mindfulmaven_ But for the most there is no other choice

[Bhoju Sringeri @bhojusringeri]

@mindfulmaven_ Problem is the guilt that can’t give best to the loved ones.

[Bhoju Sringeri @bhojusringeri]

@PsycheWizard Actually none is interested, realising it is important. Problem is we broadcast.

[Bhoju Sringeri @bhojusringeri]

@StoicEnigmas Mostly except your parents none.

[Bhoju Sringeri @bhojusringeri]

@EquityValueIn Europeans are closing because of Chinese price competition from long time. In India ADD is the way surviving Chinese competition. So turnaround is hard for European players

[Bhoju Sringeri @bhojusringeri]

@prabhakarkudva @avbharde Moment start investing (during euphoria) thinks he is Buffett or better. We think we are in 1%, 99% underperform is not us. Loading aeroflex, mtar, stl, hfcl now make them think superior stock pickers. Investing in market darlings is the skill meedede to be questioned.

[Bhoju Sringeri @bhojusringeri]

@Chart_Wallah108 Smaller position Navin, Guj Fluoro, Neogen, inox india, Ather. Trace thatva, archean, vatech. All these from previous chemical rally peak reduced over years.

[Bhoju Sringeri @bhojusringeri]

@prabhakarkudva Wealth building is only possible with concentrated pf slogan, resulted in euphoric names part of pf, resulted in wealth destruction. Happened to me multiple times.

[Bhoju Sringeri @bhojusringeri]

@Chart_Wallah108 Sumitomo Chemicals and TATA Electronics announced cooperation in semiconductor materials

Saw this somewhere, may be something more, need to understand this space.

[Bhoju Sringeri @bhojusringeri]

@Chart_Wallah108 Out of ignorance I am asking, chip design is a very old tech, East Asian countries doing it from long back. West sort of moved long back due to Margin. Only way is import substitution adding ADD. Not a niche area. Data centres demand is too high this means now?

[Bhoju Sringeri @bhojusringeri]

@LearningEleven Venus remedies was well known in 2006-7 times due to expansions. 2009 it was hit with some bond servicing issues due to global financial crisis. Afterwards I am hearing this now.

[Bhoju Sringeri @bhojusringeri]

@TheAncientSage Escapism due to problems is most common, but realizing it is very critical. Illusion takes over, so be rational and observe yourself.

[Bhoju Sringeri @bhojusringeri]

@LearningEleven Ignoring is best, if possible stop after reading couple of words, assume we didn't see it either good or bad, it is unrelated, that's important. Otherwise it is mentally exhausting.

[Bhoju Sringeri @bhojusringeri]

@AK12865285 @ishmohit1 Same in Bangalore. I heard someone from north most Mumbai travelling to IT hub some where east Mumbai. That person was travelling 4 hours in morning and 5 hours in the evening. Problem is high rent near work place.