@manpritaurora
With only 2- 3 people in R&D, how are they having somany number 1 one brands and also able to make NDS like oral azacitidine and difficult to make products like albumin bound paclitaxel ? Doesnt add up.
But on the other hand, doing CRO for other oncology companies like Intaas, shilpa, Natco etc do give some comfort regarding their capablities and stated numbers.
Would be helpful if you can summarize any new insights gained post AGM.
Posts in category Value Pickr
Beta Drugs Limited (23-09-2022)
Piramal Enterprises Ltd (23-09-2022)
It will be in your Demat holding but may not reflect in portfolio till it is listed. (Got this update from my broker Zerodha)
Piramal Enterprises Ltd (23-09-2022)
It will be in your Demat holding but may not reflect in portfolio till it is listed. (Got this update from my broker Zerodha)
Piramal Enterprises Ltd (23-09-2022)
Hello,
Sorry if this is a basic question and already addressed, I scanned but did not find an answer in the thread. So, I had got PEL pre-merger and post merger I have not received the additional shares. Am I missing something? I’ll delete this and related post once it’s figured out.
Piramal Enterprises Ltd (23-09-2022)
Hello,
Sorry if this is a basic question and already addressed, I scanned but did not find an answer in the thread. So, I had got PEL pre-merger and post merger I have not received the additional shares. Am I missing something? I’ll delete this and related post once it’s figured out.
Shivalik Bimetal Controls Ltd (SBCL) (23-09-2022)
The date of commencement of employment of Mr. Kabir not matching with his age and number years of experience, as per AR. May be typing error.
Shivalik Bimetal Controls Ltd (SBCL) (23-09-2022)
The date of commencement of employment of Mr. Kabir not matching with his age and number years of experience, as per AR. May be typing error.
Changu Mangu The Bull – Portfolio (23-09-2022)
By typing out our own thoughts we learn so much.
After I wrote the above, I realised;
-
US or Indian Index will give 12-13% on a long term CAGR basis.
-
If I only invest in US Indice ETF’s (even the one’s available for SIP via Motilal Oswal (if I’m not mistaken) and whatever else there may be…
Adding rupee depreciation of 4-5%, I can get long term results of 17% ~ 18% CAGR.
Why would I even bother with direct stock investing unless I came across a very very compelling opportunity.
PLUS THE NASDAQ IS DOWN 30% AS I TYPE.
Seems like a very good return for doing nothing. Warren Buffet was right about Index Investing.
Changu Mangu The Bull – Portfolio (23-09-2022)
By typing out our own thoughts we learn so much.
After I wrote the above, I realised;
-
US or Indian Index will give 12-13% on a long term CAGR basis.
-
If I only invest in US Indice ETF’s (even the one’s available for SIP via Motilal Oswal (if I’m not mistaken) and whatever else there may be…
Adding rupee depreciation of 4-5%, I can get long term results of 17% ~ 18% CAGR.
Why would I even bother with direct stock investing unless I came across a very very compelling opportunity.
PLUS THE NASDAQ IS DOWN 30% AS I TYPE.
Seems like a very good return for doing nothing. Warren Buffet was right about Index Investing.
Beta Drugs Limited (23-09-2022)
I am planning to attend their AGM on Sep 29 at Baddi. Please let me know if the forum members have any questions for the management and I will try to ask them.
Also, if any fellow members are also attending, please DM me and we can collaborate.