Vilina Jain, CFA

CFA Charterholder | Investment Analyst @PerpetuityH2W

[Vilina Jain, CFA @vilina_j]

Hi All,
Happy to share my work on Relaxo Footwear.
This is my first attempt at creating an equity note.
I would appreciate your feedback.
Thanks.

#equityresearch #relaxo

[Perpetuity Ventures LLP @PerpetuityH2W]

New Blog Alert 🚨
#GLP1 – The Drug Redefining Diabetes, Obesity & Pharma’s Future

Why GLP-1s are shaking up healthcare 🌎:
🔬 Science explained
📜 Drug patent landscape
📈 Market potential post-genericization
🏭 Value chain & Indian listed players

Read here 👉 https://t.co/etrYjPz86M

#Health2Wealth #Bodh #Perpetuity

[Perpetuity Ventures LLP @PerpetuityH2W]

New Blog Post: #ContractManufacturing for Domestic Formulations: An Emerging Theme in the Listed Healthcare Universe

In our latest blog post we’ve covered our understanding on :

1.⁠ ⁠How the contract manufacturing for Domestic Formulations space is evolving

2.⁠ ⁠How Schedule M is driving consolidation towards large organized players

3.⁠ ⁠⁠Our Key Learnings from analysing the listed players

Link: https://t.co/hJxJUJVeK4

#Bodh #Health2Wealth #Perpetuity

[Perpetuity Ventures LLP @PerpetuityH2W]

New Blog Post: Indian #PharmaDistribution: An Emerging Theme in the Listed Healthcare Universe

In our latest blog post we’ve covered our understanding on :

1.⁠ ⁠How the Indian pharma distribution space is evolving

2.⁠ ⁠Which players are trying to consolidate the industry

3.⁠ ⁠Comparison of different approaches & Business Models being adopted by companies

4.⁠ ⁠⁠Our Key Learnings from studying the listed / soon to be listed players

Link:https://t.co/rERh66veBB

#Bodh #Health2Wealth #Perpetuity

[Vilina Jain, CFA @vilina_j]

@hegde_c Using company and industry reports available on public platforms

[Vilina Jain, CFA @vilina_j]

Hi All,
Happy to share my work on Relaxo Footwear.
This is my first attempt at creating an equity note.
I would appreciate your feedback.
Thanks.

#equityresearch #relaxo

[Vilina Jain, CFA @vilina_j]

A little tweak in perspective, helped me see the better side of 2020.

https://t.co/08fTzKIuLr

[Vilina Jain, CFA @vilina_j]

@oraunak @SHO_Billions Every true. The attention to detail in every aspect of the show makes it interesting to watch it...

[Vilina Jain, CFA @vilina_j]

!!

[Samir Arora @Iamsamirarora]

Whenever I read analysts saying that they feel that this segment will be adversely affected and that segment will be adversely affected, I always remind myself that the segment most adversely affected by this crisis will be the "Analyst segment"

[Vilina Jain, CFA @vilina_j]

Unexpected times, Unexpected prices!

[Mad Over Marketing @MadOMarketing]

What a time to be alive!

[Ian Cassel @iancassel]

Don't waste time having an opinion on every company. It's a distraction. Just say you don't care. You only have to be right on what you own.

[Vishal Khandelwal @safalniveshak]

Zoom in, please! https://t.co/QVr5ZKGaRi

[Vilina Jain, CFA @vilina_j]

The fear to fail and resistance to change limits growth.
Embrace it.
Give yourself a chance to move ahead instead of staying in one place.

#choosegrowth

[Vilina Jain, CFA @vilina_j]

"You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning is right." - Ben Graham

#dontfollowtheherd