Antifragile Thinking @unseenvalue
Playing for the unseen upside of randomness, volatility, and variability | Author: Framing Business Uncertainty https://t.co/OjXDH3G4is Greener outside of London Joined November 2016-
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India crushes Pakistan ... again! Jai Hind 🇮🇳🫡
#SantaapMeinSukh with Barbell innovation? Semiconductor e-Mobility Defence and Aerospace Balance sheet? Net cash Operating Cash Flows? Positive. Always! Stock? In gutterland ....
Many discuss the principles of Michael Mauboussin and Nassim Taleb, but few can tie them to real-time examples in clear, simple language. That’s my edge. The next report (without price target) is just a few hours away. Brand new sector for me!
Autumn has arrived for Pakistan’s cricket team—their leaves are falling fast -;)
People want the truth behind the media and investment bankers' reports and headlines. Thrilled by the response.... 20 hours to go; let democracy win! Long pipeline ready to explode -;) Novo Nordisk A Canadian R&D disrupter UK based innovators Semiconductors, Aerospace Real vs…
Isolation is an important 'Cognitive Heuristic' ; today many stocks at lofty valuations are isolated and here's how 👇 antifragilethinking.substack.com/p/cognitive-he… Imagine being in a fortress: it seems safe, but you’re cut off from all the news outside, you have no clue who’s nearby, and in a weird…
Should I shower some Antifragile "दृष्टि" on #Carysil?
Neuland’s ‘skin-in-no-game’ gurus pop up at the lows, mocking others as their iThought honcho-baba ally nods along. Failure’s their festival. Always the same. Twitter’s been fun!
"IF" -;) It's a non-bailable offence to value Pharma on P/E, ROCE. When #Natco's market cap overtook #LaurusLabs last year, some punters celebrated like they'd discovered a miracle drug. Look at Natco through a Talebian & Mauboussin lens, and never skip reading annual reports.
"IF" -;) It's a non-bailable offence to value Pharma on P/E, ROCE. When #Natco's market cap overtook #LaurusLabs last year, some punters celebrated like they'd discovered a miracle drug. Look at Natco through a Talebian & Mauboussin lens, and never skip reading annual reports.
No herding. No hype. AAA management. Just rock-solid cash flows and a bulletproof balance sheet. I’ve never talked about this company before, but now, it’s heading your way. Talebian vibes all the way ...
Thanksgiving in stocks is always a function of how much you allocate and at what valuations. In CDMO sector, a 50% price fall is par for the course, and that’s not a bug; extreme price volatility is the nature of the beast. Meanwhile, foreign brokerages were busy dishing out buy…
Don’t chase CDMOs just because everyone else is. Herd behaviour breeds fragility. I am confident there are antifragile leaders creating transformative value in industries far beyond healthcare, chemicals and pharma. Follow exceptional leaders and capitalise on the market’s…
So the overall traction has been strong over time, but yesterday’s Pharma tariff session really exceeded my own expectations … it was out of the park. The feedback and comments speak volumes. Thank you, everyone!!
Coming soon: the international premiere -;) This one is non-CDMO, non-Pharma, non-healthcare, non-Chemical sector! Which sector? let it be unseen for few hours ....
Implementation can never be sector-agnostic. The lenses stay the same, but the interpretation and implementation pivots, business by business! The real test? Not in theory … but in the reading. Coming soon: the international premiere -;)
Implementation can never be sector-agnostic. The lenses stay the same, but the interpretation and implementation pivots, business by business! The real test? Not in theory … but in the reading. Coming soon: the international premiere -;)

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