Farvis

Equity analyst skilled in decoding market trends and financial data to uncover strong investment opportunities.

[Dr. Pat Soon-Shiong @DrPatrick]

AI DRIVEN ROBOT IN ASSEMBLY IN LOS ANGELES! This will change the speed and scale of cell therapy

[Farvis @farvispp]

Concerned about India’s E85 launch.

Ethanol from sugarcane, maize & surplus rice risks food security — especially when millions of poor Indians struggle for basic food.

In a country ranked 102nd in Global Hunger Index (serious hunger), scaling this could divert land & water from food crops, drive up prices & strain reserves in bad monsoons.

Farmer incomes matter, but “food vs fuel” needs strict safeguards.

[Farvis @farvispp]

The Great Nicobar Project is an ecological disaster in the making.

Destroying one of India’s most pristine rainforests, coral reefs, and the homeland of the Shompen & Nicobarese tribes cannot be justified in the name of “development.”

1.5 crore trees, endangered species, and ancient ecosystems are too high a price. We need sustainable development, not irreversible destruction.

Protect Great Nicobar.

[Rahul Gandhi @RahulGandhi]

I visited the southernmost tip of India.

I stood at Indira Point. I walked under trees that have stood for centuries. I dove into coral reefs among the most vibrant on earth.

And I sat with the people who live there. Tribal communities, whose land is being taken away by violating the Forest Rights Act. Settlers, many of them former soldiers, placed on these islands by the Indian government, who aren’t getting fair compensation.

The Modi government and BJP tells you Great Nicobar Project is about defence. It is not.

Expand INS Baaz - we will back the government fully. The Navy has been asking for expansion for five years - it has been ignored.

They tell you it is about a transhipment port. It is not. India is already building one in Kerala, which is on the mainland.

What it actually is: 1.5 crore trees felled. Coral reefs erased from official maps. Soldiers and tribals displaced - so one businessman can build hotels and casinos on India’s most irreplaceable ecological land.

Every young Indian I have spoken to understands this. You know that no amount of profit is worth destroying what can never be recovered.

I stand for ecologically balanced development. These islands can be the most extraordinary sustainable destination the world has ever seen. That is the India worth fighting for.

#GreenOverGreed
#NicobarMatters
#WorldEnvironmentDay

[Farvis @farvispp]

The Great Nicobar Project is an ecological disaster in the making. Destroying one of India’s most pristine rainforests, coral reefs, and the homeland of the Shompen & Nicobarese tribes cannot be justified in the name of “development.”

1.5 crore trees, endangered species, and ancient ecosystems are too high a price. We need sustainable development, not irreversible destruction.

Protect Great Nicobar.

[Farvis @farvispp]

$IBRX Next Major Catalysts

Goldman Sachs Healthcare Conference → June 8-10 (management update)

Annual Stockholder Meeting → June 9

[Farvis @farvispp]

LIC holds **10.8%** (~3.18 crore shares) in Rajesh Exports — that’s policyholders’ money now valued at just ~₹330-340 Cr.

Retail & individual investors have been devastated, with total shareholder wealth erosion estimated at **₹12,726 Cr**.

SEBI must fast-track the forensic audit and take strong action to protect the investors.

[Farvis @farvispp]

Absolutely shocking!! LIC holds **10.8%** (~3.18 crore shares) in Rajesh Exports — that’s policyholders’ money now valued at just ~₹330-340 Cr.

Retail & individual investors have been devastated, with total shareholder wealth erosion estimated at **₹12,726 Cr**.

SEBI must fast-track the forensic audit and take strong action to protect small investors.

[Farvis @farvispp]

77.6% of revenue receipts locked in salaries, pensions & interest — leaving just 22% for development & infra.

This is disastrous: lowest capital spending among peers, mounting debt (₹5.07L Cr), and a vicious cycle squeezing growth.

Kerala’s human development model is strong, but without urgent reforms on committed expenditure, revenue boost & capex priority, it risks stagnation.

Time for bold fiscal correction.

[Farvis @farvispp]

Morningstar says #SpaceX is significantly overvalued ahead of its massive IPO.

They value the company at $780 billion — less than half of its reported $1.75 trillion target (and below its ~$1.5T private valuation).

Analysts cite risks from xAI, indeterminate moat, heavy losses, and unproven tech.

[Farvis @farvispp]

Prashant ji, Hasdeo forests razed for Adani coal is criminal — but look at Andaman & Nicobar!

Great Nicobar project will fell **over 8-10 lakh trees** in pristine rainforests, destroy biodiversity hotspots, turtle habitats & tribal lands. This ecological tragedy will disrupt evapotranspiration, weakening India’s monsoon — our lifeblood for agriculture & water.

[Farvis @farvispp]

Swamy ji, official data is cooked — real growth is far lower, jobs crisis is exploding, inequality worsening, and K-shaped pain is real. We *are* declining for the common man. You backed this regime and its politics for years — now call it out clearly. Time for honest reforms, not more denial. Patriotic scholars, wake up!

[محمد بن زايد @MohamedBinZayed]

I congratulate my brothers, the Rulers of the Emirates, all those who call the UAE home, and Muslims around the world on the occasion of Eid Al-Adha. We pray that God bestows his blessings on our nation and grants peace, stability, and prosperity to all.

[Farvis @farvispp]

Strong week for $IBRX progress on ANKTIVA:

FDA accepts sBLA for ANKTIVA + BCG in papillary NMIBC → PDUFA Jan 6, 2027

Presented compelling health economic data at ISPOR: up to $314K lower cost per sustained response vs J&J’s TAR-200

Positive patient survey at ISPOR: UK NMIBC patients strongly prefer bladder preservation

Favorable comparative effectiveness data at AUA vs nadofaragene & TAR-200

Building commercial momentum. #BladderCancer"

@ImmunityBio

[Farvis @farvispp]

Beyond 4,800 legislators & 3M+ employees, every Minister & MP appoints their own Personal Staff (PAs, secretaries, drivers etc.) — often family & loyalists.

Even these staff get lifelong pensions & perks after just a few years of service (2 years in states like Kerala), while regular employees need 10+ years. Ministers & ex-MPs enjoy the same lifelong benefits after one 5-year term. Taxpayers funding it all — real accountability needed!

[Farvis @farvispp]

@RahulGandhi Agree @RahulGandhi. Instead of hiking petrol-diesel prices after elections, the govt should cut excise duty to ease the burden on common people.

[Farvis @farvispp]

Credit guarantee ≠ direct government loans. Banks give the money; govt only provides 100% guarantee (so taxpayers bear the risk if defaults rise).

Similar scheme (CGTMSE) existed since 2000 under previous governments — it also helped MSMEs get collateral-free bank loans.

ECLGS was launched for COVID crisis. Now it’s being extended for West Asia shocks. Good crisis management, but not a new invention. Actual benefit depends on how many MSMEs actually get fresh loans disbursed.

[Farvis @farvispp]

But let’s look at the full picture since 2014: Delhi petrol rose from ~₹72 to ~₹99–100 now (**~37–40% increase**).

Global crude saw historic lows in 2015–16 and 2020, yet pump prices didn’t fall much. Instead, central excise duties were sharply hiked during those cheap oil periods and stayed high. Taxes now make up 45–60%+ of the final price.

[Farvis @farvispp]

Instead of labeling every opposition criticism as a “conspiracy”, let’s focus on what Indians actually need: **millions of high-quality jobs** for our youth, boosting manufacturing competitiveness, and rapid inclusive growth.

Crony capitalism — wherever it exists — kills fair competition, hurts SMEs, and worsens unemployment. Transparent policies, rule-based governance, and less discretionary power will deliver real results.

Time to move from political blame games to serious economic development.

[Farvis @farvispp]

Completely agree. Heavy fines are the only thing that actually makes people follow traffic rules. Doubling the fine instead of reducing it would be far more effective. This is not a popular decision — it’s a destructive and stupid one that will only increase violations and accidents.

Safety over popularity.