Bharath
@Quest_for_value
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Son | Father | Husband | Brother | Supply Chain Consultant | Investor in API, Innovator CRAMS and IT
Hyderabad, India
Joined April 2020
10% of successful investing is finding a great investment. The other 90% is not selling them.
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Great meeting @_nirajshah at the @alphaideas event yesterday! Truly admire his sharp interviewing skills and thoughtful conversations….
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superpower.com
This year, skip the sweaters and scented candles. Give your loved ones the greatest gift of all: better health, and more time with you.
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Pay close attention to the text highlighted in green — it unveils the core Thesis.
#Lauruslab my hypothesis presented today at Alpha ideas Transformed itself from ARV leader to fastest growing CDMO- 50% CAGR for CDMO FY25-28 FY28 nos will match with Divis FY26 nos. Similar top line 11000 crs with similar EBIDTA 32-33% and similar contribution from CDMO(50%).
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Like last time, Most of it will end up in Stock market again…. 🤯
Stimulus checks are back: President Trump just announced the "tariff dividend," a payment of AT LEAST $2,000 per American. We expect 85%+ of US adults to receive this, resulting in $400+ BILLION handed out. All as US debt nears $40 trillion. What's next? Let us explain.
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PEB was presented to Wrap members even before Dec 2024… Hats off to @itsTarH for finding the theme ahead of the Crowd… 🙏
"The mercedes of Pre Engineered Buildings" Presented on it at IAS 20-20 Summit in Dec 2024 at ~1500/share More and more Capex is being completed via PEBs Latest example of JK Cements PEB is a theme as big and secular as the likes of Wealth Management
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Two top programs. One unforgettable night. Arkansas & Houston bring big time college basketball to the Garden State at Prudential Center on Saturday, December 20 for the 2025 Never Forget Tribute Classic! Buy your tickets today.
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When Stock does not fall due to Disaster results, it indicates that the stock has probably bottomed out.... #Piramalpharma
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One thing I really like about @LearningEleven is his unstoppable drive to learn. He’s constantly evolving and never settles for what he already knows.
Three learnings from the weekend: 1. Commercial aviation component manufacturers are where Solar sector was in 2016/17 2. BESS sector is where Solar sector was in 2016/17 3. Defence proxies - Companies that support all three armed forces stand to gain more. Aviation as is
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When results are announced most of the ppl look only EPS..... Operating cash flow is often ignored.... Today a company reported 18X increase in OCF.... But many are focusing only on EPS growth... 🙂
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FY27 and 28 are going to be great years Indian CDMO Industry…. Companies with Capacities and Capabilities will benefit significantly from this upcoming wave of opportunities from Global Innovators…
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Experiencing Emotions Fully Buddhism teaches that to understand our emotions, we need to experience them fully. This means allowing ourselves to feel them clearly and honestly, rather than suppressing or avoiding them. When we let emotions unfold, they reveal something
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An incredible journey so far… with many more milestones to conquer ahead.... :)
From vision to victory, our journey since 2005 has been about innovation, resilience, and impact. At 20, we are filled with energy, ambition, and the promise of conquering new horizons. This is just the beginning. #20YearsOfLaurus #ChemistryForBetterLiving
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Senses coming to Prevail…..
Thank you, @realDonaldTrump, for your bold leadership. Only with a unified effort that cuts off the revenues funding Putin’s war machine at the source will we be able to apply sufficient economic pressure to end the senseless killing.
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Below is the share of CDMO to their revenues.... You make more returns in companies that will grow CDMO from 10-30% of sales to > 50% of the sales...
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Looking forward to meet Hyderabad Enthusiast Investors… Thanks @LearningEleven for organising it… 🙏
Announcing the second offline meet of Hyderabad Investing Enthusiasts in 2025. Date: Sep 13th, 2025 Venue: Vaaraahi @ KPHB Time: 9 am to 3 pm (Tea/Coffee and Lunch included) Registration Charges: Rs 1199/- Speakers: The unusual suspects Agenda: 📌What's looking good and where
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We're launching usage-based pricing today. Your most valuable data is trapped in formats you can't use—PDFs, images, documents, audio, etc. The future involves turning any unstructured input into structured data in <60 seconds with infrastructure that powers internal and
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Starting big and letting it grow even bigger is even more deadly combination…. 🙂
There is a huge difference between taking a big initial position versus letting a position get big. Few understand this.
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Everyone’s buzzing about Laurus Labs’ export data — Ppl are raising eyebrows seeing at it!
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What made Mirae to sell Laurus at 450 and buy at double the price at 900 in less than an year??? What could have changed?? I am eager to know!!!! #Lauruslabs
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Pls note that items like pharma, lumber, critical minerals, energy, auto components, steel and aluminium to be exempted from reciprocal tariff but may or may not be subject to sectoral tariffs as before .
As per the White House Aug 1 notification all previous exemptions announced on 2nd April 2025 in Executive Order 14257 hold So items like pharma, lumber, critical minerals, energy, automotive and auto components, steel and aluminium to be exempted from reciprocal tariff but may
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BIG DAY: Gainify’s new KPI and revenue split dashboards are officially LIVE! You can now break down company performance at a deeper level. Here are 5 powerful examples. 1/ $NVDA data center revenue Nvidia’s fastest growing engine and the core of its AI dominance.
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Read below Snippet Carefully "Scarifying Generic API business for CDMO Growth" Product Mix changing fast due to high demand from CDMO Generic revenue flat from past 3 years.... Means all incremental capacity is allocated to CDMO CDMO growth should surprise even the bulls....
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Kotak Saying "Not the time to Buy" exactly when its time to load the truck.... Stock is more than 3X from then in 2 years. When something is free, then you are the Product... Read the reports, but do not get influenced by their recommendations... :) #Lauruslabs
I see so much pessimism on Laurus labs in market I really like this pessimism… You get time to accumulate.. 👍 If your time horizon is till FY26 then you are sitting on good wealth creator Good things take time… Fundamentally business is heading in right direction…
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Classic Sign of Accumulation.. Weaker and Impatient Investors are exiting.. Stronger and Patient investors are accumulating...
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🎙️New Episode: December 11, 2025 -Trump takes economic message on the road -How Jasmine Crockett was tricked into running -Healthcare latest -EU vs US tech battle spreads South -Woke lightning round: Randi Weingarten, Ketanji, Chamber of Commerce called out -Kamala gets a statue
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