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Bajaj Auto (BA)’s Mcap today = ~2X of Hero. Some obvious reasons:~Mkt leader in 3W business ~Larger share of premium products ~Export MarketIt’s not as simple as it looks.Put on
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Syngene & CRAMS are synonymous in the Indian stock market today.From Early Discovery to Commercial SupplyNMEs cater to ~Pharmaceutical~Biotechnology, ~Nutrition~Animal health~Consumer goods ~Speciality chemicalIn this thread, let’s de
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Some mindblowing Quotes from the book, "Essentialism" by Greg Mckeown.A thread! 1. If you don't prioritize your life, someone else will.2. Nothing is more powerful than an idea whose time
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Hester Bio 2019-20 AR Notes Part 2Before you move ahead, get some background here:https://twitter.com/SmartSyncServ/status/1292710653879361536 1/Strategy for Sustainable Growth•Customer-centric approach•Win-win Partnerships•Operationa
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Notes on AR 19-20Piramal Enterprises:AR of PEL is an ocean & it would be a gigantic tweet thread if we cover everything.So we broke it into 3 parts:1.Strategic Overview2.MDA3.FinancialsThis thread
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