Highb869

Unseenvalue
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@unseenvalue

November 10th, 2016 03:34

Student @theArtOfValueInvesting


Highb869

Unseenvalue

 Verified-icon

@unseenvalue

November 10th, 2016 03:34

Student @theArtOfValueInvesting






 

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unseenvalue @unseenvalue June 11th, 2021 22:12
@contrarianEPS You missed few more like Vinati :)

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unseenvalue @unseenvalue
June 11th, 2021 22:12
@contrarianEPS You missed few more like Vinati :)



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unseenvalue @unseenvalue June 11th, 2021 20:36
@bikas12128 50% drawdown in Jubilant, IPCA and Divis (USFDA issue) were indeed an opportunity, but most got cold feet

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unseenvalue @unseenvalue
June 11th, 2021 20:36
@bikas12128 50% drawdown in Jubilant, IPCA and Divis (USFDA issue) were indeed an opportunity, but most got cold feet



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unseenvalue @unseenvalue June 8th, 2021 17:54
@RaviKisan6 @NeilBahal Not every de-merger works. Sintex and Talwarkars are few rotten examples as well. Discl: No… https://t.co/J54lprsnzT

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unseenvalue @unseenvalue
June 8th, 2021 17:54
@RaviKisan6 @NeilBahal Not every de-merger works. Sintex and Talwarkars are few rotten examples as well. Discl: No… https://t.co/J54lprsnzT



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unseenvalue @unseenvalue May 22nd, 2021 18:27
@stockgold9 Nothing good has ever been written about the full rotation of a racecar about its roll axis. - Carroll Smith

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unseenvalue @unseenvalue
May 22nd, 2021 18:27
@stockgold9 Nothing good has ever been written about the full rotation of a racecar about its roll axis. - Carroll Smith



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unseenvalue @unseenvalue May 21st, 2021 18:08
Obituary 1.0 This person was tom-toming Aksh Optifibre in 2018 and started mocking CDMOs in April 2020. Understan… https://t.co/Pduj9LCrjp

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unseenvalue @unseenvalue
May 21st, 2021 18:08
Obituary 1.0 This person was tom-toming Aksh Optifibre in 2018 and started mocking CDMOs in April 2020. Understan… https://t.co/Pduj9LCrjp



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unseenvalue @unseenvalue May 17th, 2021 16:46
Aarti Drugs con call commentary is positive for the #API industry. They said the EHS requirements for manufacturing… https://t.co/Rj0P4EatVj

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unseenvalue @unseenvalue
May 17th, 2021 16:46
Aarti Drugs con call commentary is positive for the #API industry. They said the EHS requirements for manufacturing… https://t.co/Rj0P4EatVj



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unseenvalue @unseenvalue May 16th, 2021 23:44
@RohitAsalkar3 I should've had Suven Pharma, Hikal in place of DCAL and Albert David. But that's #hindsight. I won'… https://t.co/jHmzDBg1cQ

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unseenvalue @unseenvalue
May 16th, 2021 23:44
@RohitAsalkar3 I should've had Suven Pharma, Hikal in place of DCAL and Albert David. But that's #hindsight. I won'… https://t.co/jHmzDBg1cQ



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unseenvalue @unseenvalue May 16th, 2021 22:44
@samirbhasin @Vivek_Investor Even great compounders fall. Costco, Netflix, Amazon, Kotak, Asian Paints, Neuland, At… https://t.co/CyvaqiCba5

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unseenvalue @unseenvalue
May 16th, 2021 22:44
@samirbhasin @Vivek_Investor Even great compounders fall. Costco, Netflix, Amazon, Kotak, Asian Paints, Neuland, At… https://t.co/CyvaqiCba5



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unseenvalue @unseenvalue May 16th, 2021 22:43
@samirbhasin @Vivek_Investor Even great compounders fall. Cosco, Netflix, Amazon, Kotak, Asian Paints, Pidilite, At… https://t.co/Owruqvk5bH

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unseenvalue @unseenvalue
May 16th, 2021 22:43
@samirbhasin @Vivek_Investor Even great compounders fall. Cosco, Netflix, Amazon, Kotak, Asian Paints, Pidilite, At… https://t.co/Owruqvk5bH



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unseenvalue @unseenvalue May 16th, 2021 22:37
@Vivek_Investor Liars can still exit at the peak of a cycle. I bought #Nocil around 40 in Feb 2016 and never sold… https://t.co/9PJDEIVbOi

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unseenvalue @unseenvalue
May 16th, 2021 22:37
@Vivek_Investor Liars can still exit at the peak of a cycle. I bought #Nocil around 40 in Feb 2016 and never sold… https://t.co/9PJDEIVbOi