Antifragile 🇮🇳

Management commentaries and insights from the Q1 FY25 conference call of Laurus Labs 🧪 General Business Overview Management expressed confidence in #Lauruslabs overall business performance, They highlighted the robust performance in the formulations and API segments

Thanks but no help needed

That’s nature’s way of saying: be more active with your spaces. Sometimes a fresh start is all u need this new handle might just go on to surpass the old one in ways u never expected. Shall ask for spaces 👇 @unseenvalue @safiranand @connectgurmeet @Prakashplutus @riteshmjn

@AI_June26 @unseenvalue @safiranand @connectgurmeet @Prakashplutus @riteshmjn Waiting for the spaces !

Sharing my remarks during the meeting with President Trump. @POTUS @realDonaldTrump twitter.com/i/broadcasts/1…

Not a red but definitely a yellow card in MLS

@AI_June26 @AI_Feb21 @unseenvalue @_chartitude @InvestmentBook1 @suru27 @LearningEleven @ishmohit1 @Prakashplutus Lost password?

Lost my primary X account @AI_Feb21. Secondary account to stay connected in the meantime. Pls amplify this msg to help me reach my network till i get back of my account. Thank you @unseenvalue @_chartitude @InvestmentBook1 @suru27 @LearningEleven @ishmohit1 @Prakashplutus

Prince bhai ko follow krlo

India Leaves French Moto Vlogger Amazed! 🇮🇳 A French biker traveling across India was left speechless after experiencing the country’s healthcare system firsthand. When he consulted a local doctor, he was told that his surgery could be completed with a full recovery in just a week at a cost of around $500 (approximately ₹42,000). The same type of procedure had previously cost him nearly $12,000 (around ₹11 lakh) in Australia. 😱 He documented the entire experience on camera from consultation to surgery and recovery and was stunned by the speed, affordability, and quality of care he received in India. Stories like these highlight India’s growing strength in medical tourism. With highly skilled doctors, advanced hospitals, and cost-effective treatment options, India has the potential to become a global healthcare destination. The challenge now is improving infrastructure and changing outdated perceptions. The world is slowly discovering what India’s healthcare sector has to offer. 💪🇮🇳

Jara kam bola kar lavde @abhishekaitc

@KaustubhYeole Heated valuations I hope we see 3-4 bad quarters

@UTDAniket Very true

🚨 Picture a company from Hyderabad. Market cap: ~₹10,000 Cr. No consumer brand. No social media hype. No TV experts discussing it. Yet its components are used in applications where failure simply isn't an option. ✈️ Aerospace 🛡️ Defence ⚡ Energy Over the years, the company has qualified **1,700+ precision-engineered parts** and built expertise across **45+ specialized manufacturing processes.** Its customers aren't looking for the cheapest supplier. They're looking for suppliers that can consistently meet aerospace and defence-grade standards. That's a very different game. What caught my attention 👇 🔹 Multi-year order visibility reportedly exceeding ₹6,000 Cr 🔹 Long-standing relationships with global OEMs 🔹 Dedicated manufacturing facilities built for specific customer programs 🔹 Capacity expansion designed not for current demand, but future demand 🔹 Increasing participation in global aerospace supply chains The interesting part? Qualification in these industries can take years. Once approved, suppliers often become deeply embedded in customer ecosystems. Which means competitive advantages are built slowly — but can last a very long time. Most investors focus on: ✈️ Aircraft manufacturers 🛡️ Defence primes ⚡ Turbine makers Very few study the companies manufacturing the critical components that go inside those systems. Sometimes the most interesting stories are hidden several layers below the final product. 🏭 The company: Azad Engineering Not a recommendation. Just a business that became much more interesting after digging through its disclosures, presentations and management commentary. 📚 Worth studying.

If you manufacture, sell, store items like Gutkha, paan masala in Maharashtra then you will be booked under MCOCA act.. - Tukaram Mundhe, commissioner of FDA Maharashtra He is giving warning with that smiling face is injurious to Gutkha Mafia for sure 😂

Finally got it. Read some initial pages and cant wait to finish this one. Would "Pause" and read it again and again. Iterative learning and real life applications. @unseenvalue I will always be indebted for the knowledge you have distributed in this fraternity

@microcp2mltibgr @soicfinance Tatva as well ESS segment

@soicfinance Neogen or flurochem?

Which battery chemicals will be required as Battery production scales up China’s EV battery demand rose sharply from around 16GWh in 2015 to nearly 770GWh by 2025, showing how quickly demand can scale once electric vehicle or EV penetration accelerates. If India follows a similar path with a lag, battery demand could reach around 200GWh by 2032F. This would create demand for nearly 300,000t of cathode material, 180,000t of anode material, 200,000–240,000t of electrolytes, 26,000–36,000t of LiPF₆ and 160,000–200,000t of solvents.

Tatva Chintan Not a reco

Google which is cash surplus, just announced an additional capital raise of $80 bn. Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together. It’s a wake up call to all companies to invest into the future, whatever the present maybe. Now that IPL is done and dusted, time for India to focus on business of business.

@ishmohit1 Manglik kam me hizdo ke taliyo ki गडगडाहाट jaruri hoti hai hai Ishmohit bhai Ignore keep doing what u do!!

You know what? Today, I will take you head on and not get intimidated by a 2 rs troll. I have covered numerous sectors from Cdmo to aerospace to financials to shipbuilding and what not with an intention to share knowledge. Given your hate and stupidity you don’t even realise that I haven’t covered names like route etc that you have mentioned. I get it why you’re doing this- you want cheap attention & your twitter payout . Even businesses like alkyl at numerous places I have mentioned how margins are at an all time high and non replicable. Many many businesses which have done well but given you just want to defame. I will mention this- Those who know us and have followed hardwork of @soicfinance @ResearchSOIC - will know the value we have delivered. For 2rs troll like you - this is the last bit of attention that you deserve especially when you can’t even write your real name. Our work will go on and get better from here :)

PM is traveling abroad to secure investments and ensure energy security in this period of economic gloom due to various global wars. It is one thing to know that, as a contender of PM post over the last 16 years, you don't have the intellectual capacity to understand this. However, I am intrigued to see your irritation towards promoting a reputed Indian brand (Parle). Is it because you don't want Indian brands to be showcased on the global stage? Or are you disgruntled by your intelligence (or lack of it), which has kept you puzzled over why melody is chocolaty?

@fracturebaandya @ChiefLahk Lalpari better than shivshahi

@ChiefLahk Tya tari thik ahet Shivshahi ani Lalpari🥲

Even the name carries aura. Airavat sounds so fucking majestic. Meanwhile our buses sound like a Sanju Rathod song