ImpassiveGuy

@MumbaiPolice @GamdeviPS Have tagged them as well. No response from their side. Kindly get this resolved urgently.

@harry6161 We have informed to @GamdeviPS .

@MadAboutStocks_ In the hindsight. This holds true! Now mcap 1547 cr

@MadAboutStocks_ India-Australia FTA will kick off on 29/12 India will cut duties on about 70% of the product lines. This will impact #Sula since high quality Aus wine will flood Indian market.

In the hindsight it looks like a smart decision, but hey it was NO skill of mine - just that markets are petrified. Having said that from 357 to 310(a 2600 Cr. Co. ) the valuations comfort is slowly emerging. #Sula Wine is today 1% ,will go to 12% ( Global avg.) in a decade.

Watched #Border2 & those goosebumps hit hard! 🥹 Sunny Deol’s roar echoes the OG ‘90s magic that made us salute our heroes. Jawans never die—legends live on! Many emotional scenes,Your chest expands with pride! @Varun_dvn acting was amazing and got the Haryanvi dialect well!

Upcoming progress of Bandra - Versova Sea Link 🏗️

#Haq on #netflix is a hard-hitting based in real life courtroom drama thats worth a watch, mainly for its performances and the way it handles a sensitive subject without being preachy. Fight for triple talaq way back in 1975-85 was way before time. Monumental decision it was!

Loved how #TheGirlfriend shows that love without respect is just control in disguise. Such an important watch on #Netflix

#TheGreatShamsuddinFamily shows a middle class Muslim family simply living. There is music and laughter. Feel good movie. All characters played their roles well. Happy to see @Purab_Kohli after long.

Don’t understand the hype of recent Malayalam movie #EKO on #netflix Only the end was a turning point to some extent. But before that there was no build up on story and lagged in character build up of another main character Kuriachan.

Mrs Deshpande - 6 episode series on Hotstar keeps you glued till the last episode for who the killer is. Binge worthy for sure considering how they fit in so many stories in 6 eps! Madhuri makes a crazy entry in OTT. #MrsDeshpande #madhuri #mrsdeshpandeonjiohotstar

First short film of the year “if anything happens I love you” on Netflix. Amazing 10 mins animated short film made by utmost thought. Nice execution. Worth the Oscar it won!

@Stockerzzzz @lankaraj @jeevanpatwa @mayurvanga @chandramukkara @bsashank @faltooinvestor @nid_rockz @SREENUBONDALAP1 @Niitesh16 @sn__reddy @Sriniva62823652 What is divis P/s go down to 9x by then ? 😌

@harry6161 @lankaraj @jeevanpatwa @mayurvanga @chandramukkara @bsashank @faltooinvestor @nid_rockz @SREENUBONDALAP1 @Niitesh16 @sn__reddy @Sriniva62823652 By that Divis will be 3.5 Lakh Crore MCAP company

Laurus Labs morning bull move to 1014 is a hint of price action in the coming days, weeks and months to come. Sneak peek into the October export data of Laurus suggest Laurus sending consignments to Amgen's Maritide currently under clinical trials(phase 3). Oct data also reveals a huge supply of associated peptides. Amgen added too the already existing marquee clientele of Pfizer,Merck, Vertex, PTC involved in growing innovator CDMO business. The impact of Laurus Labs market leading position in CDMO sector which is at early stage is already seen in the price action in last one year. Party has just begun, next 2 years can potentially take the price to 3K

@jeevanpatwa At 16x P/s, it’s too much. This is best case scenario. Too good to be true.

#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%). In fact, it has wider canvas (Bio, CGT, ADC) to play than Divis. Will it have mcap then similar to Divis now?

@shanks0007 @Varun_Mjn Now that it has crossed 1000cr. Do you think it’s over valued ?

@Varun_Mjn FY25 and FY26 seem really interesting, and the company should report a topline of Rs 250cr and Rs 325cr- 350cr respectively with EBITDA margins 12-15%. The stock is now more than 100% up in the last 12 months. I believe sejal should command a market cap of 750cr-800 cr in FY25-26

#SejalGlass I recently attended the annual general meeting and con-call. The company is currently going through a transitional phase, and the previous promoter agreed to provide management support for the following three to four years

@unseenvalue Four engine

Don't miss today's presentation. Dil Se. Diwali special 🎇

@pranavrshah @MumbaiPolice @mybmc Upar mparivahn likha hai aur niche alag spelling. Itna toh hum khud bhi Dekh sakte hai.

@MumbaiPolice this is a scam. No ticket seen after logging in to the app. Please take action to avoid frauds. @mybmc Luckily can’t install apk in ios!

@vinitkotak @BawiSingh @Dev_Fadnavis Jab car ka nikaalne ka time Aaega. Tab. 🫡

@BawiSingh @Dev_Fadnavis from when will it be implemented?

Game changer for green mobility. Now EVs get toll-free access on Mumbai Pune Expressway, Samruddhi Mahamarg & Atal Setu + 50% off on other highways! Saves money, cuts pollution, boosts adoption. Credit to @Dev_Fadnavis for driving Maharashtra’s EV revolution.

@unseenvalue Datey rehna

Patience | Conviction

@unseenvalue “Markets slowly will start realising who is moving the terminal value , ARV or non ARV “

Free to watch now: Reimagining Laurus Labs 2030 This paid creation, done in February 2025, is now free for the general public. If you are not already following me on Substack, you need to register for free. No payment is required to watch this. Link in the next X (below)