Chhote Saab @Chhotewale Twitter profile

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Chhote Saab

@Chhotewale

1 year

I ll continue to stand by my words

Chhote Saab

@Chhotewale

2 years

It will not take much time to sink the ship in mid of journey full of hope with all such burdens like FDF, BIO, CART etc.. this is the clear case of capital misallocation ignoring ground reality.. This will turn Laurus from "Expansive" to "Expensive"

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Chhote Saab

@Chhotewale

1 year

@Atulsingh_asan Points to ponder: 1. Time value of money 2. Property appreciation 3. Intangible- mental piece and stability in life.. no hassles 4. On an average people used to repay in 8years 5. Rent considered too low and return considered too high 😃

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Chhote Saab

@Chhotewale

10 months

Laurus Labs teaser #LaurusLabs #transcript : Animal and Agri: will see in later part of FY 2025.. $1bn story gonna repeated..

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Chhote Saab

@Chhotewale

1 year

In Netherlands, one get Ice cream with #Paracetamol (500mg). When you have a Headache, you don't need to go a pharmacy, instead just take a bowl of Ice cream. #fwd

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Chhote Saab

@Chhotewale

1 year

My PF-ll continue to add (not specific order) AWL ACE PPL Natco TaMo Larsen LTI LTTS IIFL Syngene BF FSN Titan Neogen Innovators Facade TCom Carysil/Greenpanel Devyani Confi Petro Time techno Kpit Newgen Tejas Vedanta Chillar: ATV, Jyoti, Ambalal, RNaval, Tv18, balu, sequent, sms

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Chhote Saab

@Chhotewale

2 years

Bhasin saab pointrs: - अनिलजी मै दावे के साथ कह सकता हूँ FII सेलिंग खतम हो गयी है - Fed has delivrd - India is in स्वीट स्पॉट - यह भाव नहीं मिलेंगे - लेने की चेस्टा कीजिए - आज फिर 3 buys है.. आप कहे तो मै सुरु करूँ - एक दो दिन की बात है अनिलजी - बॉटम बन गया है #LongLiveBhasinSaab

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Chhote Saab

@Chhotewale

2 years

Pharmaceutical - significance of no. of Employee and its impact on sales and expenses These are indicative nos. and several factors may impact like location of facilities, pdt mix, segment focus, operational leverage, etc Sale/emp Cost - give fair indication of overall efficiency

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Chhote Saab

@Chhotewale

2 years

Today many People are saying: money isn’t everything I would request them to first earn 0.1% of his overall wealth n then throw crap.. Please note health and death r beyond our control 🙏 #RJ #RakeshJhunjhunwala #Bigbull #RIPRakeshJhunjhunwala

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Chhote Saab

@Chhotewale

2 years

Aloo le loo.. Bizzzness analyst.. weekend fun.. dil pe na lo investor bhaiyo.. pick ur fav Khiladi @MarcellusInvest @NeilBahal @varinder_bansal @jeevanpatwa @unseenvalue @1shankarsharma

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Chhote Saab

@Chhotewale

2 years

This is for the people who are questioning RJ on his current poor health. please refer below article of 2010 to get some insight on his routine and how he managed changes. it is easy to pointout without knowing facts.. #RakeshJhunjhunwala #AkasaAir #RJ

The big optimist

Rakesh Jhunjhunwala may gift his wife a million-dollar necklace, but he?s spent...

www.financialexpress.com

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Chhote Saab

@Chhotewale

1 year

Laurus received Gabapentin Capsules ANDA approval in US on 12th May as per USFDA database

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Chhote Saab

@Chhotewale

2 years

Pumping Alert: Beware of “Kwality Pharma”.. NO Quality #PumpingChaluHai

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Chhote Saab

@Chhotewale

1 year

Remember “Scale is not a crime” and “being mammoth in US generic” is not a bad thing to happen unless u r S2NL who have minimal understanding and presence in US just like their pumper..

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Chhote Saab

@Chhotewale

1 year

@Visual_Guide_

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Chhote Saab

@Chhotewale

2 years

Piramal pharma valuation is still in the range of midcap (as combined).. MF reallocation etc is just bullsh!t..

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Chhote Saab

@Chhotewale

1 year

HINDENBURG fraud intention.. backed by some corporate/country rivalry

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Chhote Saab

@Chhotewale

1 year

One company m monitoring closely #Natco Pharma As per latest SHP -Promoters, FII, DII increased holdings.. expecting Mar/Jun-2021 kind of SHP pattern in next one year.. Retailers ll be ard 20% Disc: invested n in loss 😃

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Chhote Saab

@Chhotewale

1 year

EBITDA isn’t Cash Flow #finance

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Chhote Saab

@Chhotewale

2 years

Please beware of pharma companies with sizable Russia/CIS exposure Dr. Reddy JB Chemicals Torrent Pharma Sequent Scientific

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Chhote Saab

@Chhotewale

2 years

Brilliant pieces of advice: 1) Work/Live with those with whom you like working & they like you back - both in personal & professional relationships 2) Money is only & always a faciliator,don't let it define you

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Chhote Saab

@Chhotewale

2 years

New rocket launched yesterday on the eve of Diwali.. Rocket is the modified version of S2NL with all the same parts except 🐕.. PSNL.. official take off of new part on 28th Oct during offline face to face.. Be ready..

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Chhote Saab

@Chhotewale

1 year

Leopard spotted at Hetero Labs, Kazipally

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Chhote Saab

@Chhotewale

2 years

Now a days people r blocking for non-performance of stocks.. after mega success of S2NL lovers, baton goes to OCD IDFC First.. God bless 🙏 सबको सन्मति दे भगवान।

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Chhote Saab

@Chhotewale

2 years

Oncology drugs reached $176 bn in sales in 2021. By 2026, cancer drug sales are expected to almost double to $320.6 bn Cancer drugs are extremely pricey and therefore generate high revenues, with costs of cancer treatment at above $100,000 per patient.

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Chhote Saab

@Chhotewale

3 years

If you want to be loved... be loveable... 💗

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Chhote Saab

@Chhotewale

1 year

CDMO ≠ 75% margin CMO ≠ manufacturing for generic players Commodity gx ≠ selling cheap One time opportunity ≠ sustainability Unbranded ≠ low margin USFDA audit/inspection/compliance ≠ god Mammoth ≠ inefficiency Webinar/threads/blogs/YT videos/space/Jargon ≠ reality

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Chhote Saab

@Chhotewale

1 year

@dmuthuk Biggest crap is Hidbenburg response

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Chhote Saab

@Chhotewale

3 years

अपनी “इच्छाओं” को ज़रा क़ाबू’ में रखें, कहीं एैसा न हो कि आपके शौक आपसे “गुनाह” करा कर “गुनहगार” बना दें|

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Chhote Saab

@Chhotewale

6 months

Added few at 3:20 EMS Vishnu Tracxn Aeroflex Gandhar Exited few Ireda

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Chhote Saab

@Chhotewale

1 year

UV sir waiting for 200 #lauruslabs #LaurusLab #laurus

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Chhote Saab

@Chhotewale

1 year

All #Adani critics/experts will be hiding behind cycle in one month.. stay tune 😊

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Chhote Saab

@Chhotewale

1 year

CFO to EBIDTA ratio significance (Rajan Gulati/Anmol) In the past, investors have lost billions in companies like Satyam and 8K Miles, amongst several others. These companies looked wonderful from an investment standpoint but in reality their books were cooked. 1/n

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Chhote Saab

@Chhotewale

2 years

Let me clarify once again.. m not trolling S2NL n ll buy at appropriate level (atm holding Syngene and Sequent).. m just against the insane pumping with vested interest/limited understanding and glorifying the things beyond its existence disrespecting overall pharma ecosystem 😊

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Chhote Saab

@Chhotewale

4 years

પુરુષ નુ મોટા ભાગ નુ ટેન્શન બુટીફુલ સ્ત્રી ને જોય ને દુર થય જાય 😂😂

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Chhote Saab

@Chhotewale

2 years

2021-2021: Pumping of S2NL to covid batch investors. S2NL: Sequent, Strides, Solara, Neuland, Laurus.. added Hikal, DCAL, DMCC, SMS in between.. Real n evergreen S2NL: Sun Pharma, Syngene, Natco, Lupin Misconception feed to innocent investor: Large Base, Compliance threat

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Chhote Saab

@Chhotewale

2 years

Laurus :-) Company has come up with Annual report. full on capacity expansion against almost questionable growth of overall pharma (~5% volume gwth).. Company is not filing enough ANDA if we decode Annual data.. with formulation capacity of 10bn units supplying 22mn in US #S2NL

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Chhote Saab

@Chhotewale

1 year

@sanjiv_bhasin @YouTube Waiting

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Chhote Saab

@Chhotewale

2 years

Stock of the year #AdaniWilmar

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Chhote Saab

@Chhotewale

3 years

I just wanna apologize to the people I called old at 30 when I was 18.

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Chhote Saab

@Chhotewale

2 years

1/n Prime Minister Modi is a great leader, but an even better Marketer While the world might stereotype India for its - IT hubs - Butter chicken - Slums - Taj mahal - Traffic - Namastes

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Chhote Saab

@Chhotewale

2 years

How the reason of FDF decline could be so different on slides while presenting H1 (Slide-6) and Q2 (slide-10) explanation.. also looks bit contra if we see in totality.. for better clarity, Laurus should provide detailed data with ARV/Non-ARV splits particularly FDF..

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Chhote Saab

@Chhotewale

1 year

Top 15 Indian Pharmaceutical companies in terms of employee count

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Chhote Saab

@Chhotewale

1 year

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Chhote Saab

@Chhotewale

3 years

Agar 24x7 baat karoge to gadhe se bhi pyaar ho jayega

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Chhote Saab

@Chhotewale

4 years

I become CEO at 15 years of age when my teacher said "Sushi and company, leave my class"

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Chhote Saab

@Chhotewale

1 year

One of the reason why #Unitedspirits #USL sales is going down

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Chhote Saab

@Chhotewale

2 years

Pumping Alert: please be cautious while taking heavy position in #Gufic based on narrative.. निवेशक अपने स्टॉक की रक्षा स्वयं करें! #investing

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Chhote Saab

@Chhotewale

4 years

નગીન કાકા : દીકરાના લગ્ન નક્કી કર્યા. ગિધુ કાકા : માણસો કેવા છે ? નગીન કાકા : આપણાં જેવા જ. ગીધુ કાકા : તોય કર્યું ?

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Chhote Saab

@Chhotewale

4 years

पप्पू (बस स्टॉप पर खड़ी लड़की से): क्या तुमने मुझे कोई लोन दिया था? लड़की: नही तो, क्यों? पप्पू: पता नही क्यों तुम्हारी तरफ Interest बढ़ता जा रहा है। #BadJoke

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Chhote Saab

@Chhotewale

2 years

Don’t fall into India pharma brand narratives/small base etc and choose ur bet wisely.. Sun with large base is growing at 11% whereas company like Indoco is struggling at 3.9%.. Glenmark is reporting de growth of 7.5%

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Chhote Saab

@Chhotewale

1 year

First gen entrepreneur psychology never let 1 to sleep till he/she achieve the set target $1bn target ll back fire. They ll keep chasing topline at the cost of margin Low margin survival in US gx market is difficult Interesting time ahead-Q4 ll be decisive #lauruslabs #Laurus

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Chhote Saab

@Chhotewale

3 years

नववर्ष की हार्दिक शुभकामनाएं

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Chhote Saab

@Chhotewale

2 years

For all people questioning #NaMo 😊

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Chhote Saab

@Chhotewale

2 years

Beware of 2H -Hikal and Hospitals 🏥

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Chhote Saab

@Chhotewale

1 year

Shareholding pattern as of Dec-2022: promoters and FII reduced stake whereas retailers are grabbing left, right, center #lauruslabs #laurus

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Chhote Saab

@Chhotewale

1 year

+ve.. key wld be utilization and associated margin being Finished Product facility.. focus: commodity generic? #lauruslabs

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Chhote Saab

@Chhotewale

10 months

. #NatcoPharma nos. looks good.. 420cr profit

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Chhote Saab

@Chhotewale

3 years

Not every man who is nice to you is FLIRTING with you. Some mothers raised their sons to be GENTLEMEN.

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Chhote Saab

@Chhotewale

2 years

. #Gland acquisition of #Cenexi will provide direct access to Biologicals, MABs, Vaccine (rna and dna) and oral solids.. all 4 facilities (France and Belgium) r USFDA approved.. Last year revenue Euro184mn with 23mn ebitda.. H1 2022 100mn with 19mn revenue.. Looks positive

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Chhote Saab

@Chhotewale

1 year

@mvdhav Wah wah

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Chhote Saab

@Chhotewale

10 months

Natco Pharma Annual Report 1997-98 Aaj ka CDMO pehle Jobwork kaha jata tha 😉

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Chhote Saab

@Chhotewale

2 years

. @mukul3762

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Chhote Saab

@Chhotewale

1 year

Accept to karna padega 😜.. maan gaye guru 16% achieved 🙌🏽 .. worst is peddling through ‘n’ nos of webinar, spaces and tweets.. god bless.. 6 months left to reach 100,000 cr mcap @LaurusLabs need to work hard to reach innocent investors target.. ek aur “Space” ho jaye?

Chhote Saab

@Chhotewale

1 year

One last and we will call a day 😃 Day dreaming without business understanding 😜 @AI_Feb21 RSO was dreaming 1 L cr market cap for #LaurusLab in 2 years.. its almost 15 months and it was reduced by ~50%..

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Chhote Saab

@Chhotewale

2 years

Simple pharma lesson for companies on Earth: If No ANDA = Non-existence of so-called CDMO/CRAMS/CMO ANDA is the source of revenue for feeding other Novel businesses.. Who will consume API/KSM in absence of Finished product mfger? Need to respect pharma eco-system.. #Period

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Chhote Saab

@Chhotewale

3 years

अजीब अदा है लोगों की नज़रें भी हम पे है ओर नाराज़ भी हमसे ही। #Unknown

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Chhote Saab

@Chhotewale

2 years

Maturity is learning to walk away from people and situations that threaten your peace of mind, self respect, values, morals and self worth..

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Chhote Saab

@Chhotewale

1 year

UV sir started comparing Retail branded business with pumped Hospital business.. “framework” and “thesis” of one specific area to totally different area.. wish to learn such versatile framework..

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Chhote Saab

@Chhotewale

4 years

कभी दूसरों की हाथ की लकीरें बदल के देखना। आपकी अपने आप बदल जाएँगी।

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Chhote Saab

@Chhotewale

9 months

@sanjiv_bhasin Thank you Bhasin saab for Devyani and LTIM @PRATIKBULANI555

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Chhote Saab

@Chhotewale

2 years

Thanks

Investment Books (Dhaval)

@InvestmentBook1

2 years

Let's Understand Stock Market through Visual Handcrafted Notes (Thread) Visual Credit - @safalniveshak 1. Stock Selection Framework

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Chhote Saab

@Chhotewale

1 year

Top 10 Indian Pharma companies for ANDA approvals 2022 Indian Pharm is playing significant role for Generic Drug Product Approval particularly for sterile products. Yellow shaded=Indian companies

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Chhote Saab

@Chhotewale

6 months

@sanjiv_bhasin Hats-off to ur conviction Bhasin saab.. even morethan promoters..

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Chhote Saab

@Chhotewale

2 years

Today SPARC out-licensed product to Sun pharma.. SPARC will receive $10 mn upfront payment and remaining amount as a milestone.. PDUFA date is in Nov-2022.. Currently, there are no phenobarbital injection products approved by the US FDA for the treatment of seizures in newborns.

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Chhote Saab

@Chhotewale

10 months

Take away of this week from X: - FI is a myth - Need atleast $1mn + own house + no debt - $1mn is not enough after 20 years and need atleast 20-30cr Conclusion: need to work till next birth to achieve! #HappyWeekend

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Chhote Saab

@Chhotewale

9 months

Don’t worry about anything 😊

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Chhote Saab

@Chhotewale

1 year

Peter Lynch: 'Stomach' is More Important than 'Brain' in the Stock Market. #NewAgeBusiness #BPC

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Chhote Saab

@Chhotewale

4 years

नशे सी चढ़ गयी ओये कुड़ी नशे सी चढ़ गयी

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Chhote Saab

@Chhotewale

1 year

. #Nykaa good thing on ground level is continuous focus on execution. 1. Expanded Physical reach 2. Logistics through more warehouse space 3. White label expansion -own/acquisition 4. Investment in tech to optimize cost 5. TAM across BPC Disc: invested n biased @PRATIKBULANI555

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Chhote Saab

@Chhotewale

1 year

Success of any pharma companies will depend on 1. Execution (no narratives) 2. Entry (market/segment) 3. Expansion (scaleup) 4. Evergreen: Gx (commodity) 5. Ecosystem (pharma is interlinked and one moving part is dependent on other.. output of one is input for other eg API)

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Chhote Saab

@Chhotewale

2 years

Suru sir blocked me as Sequent reached below 135.. he deleted the tweet n blocked me 😃.. intolerant to facts.. i had pinned tweet till it reach 135 n waited for almost 2 months.. god bless everyone 🙏

Chhote Saab

@Chhotewale

3 years

@ishmohit1 . #sequent : Likelihood of further going down as run up only ahead of earnings.. people compared this to Zoetis who is giant as playing through branded theme.. sequent is handicapped coy that is already suffering due to past deed of Mr. AK.. Disc: not invested/no bad intent

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Chhote Saab

@Chhotewale

2 years

Pharma Portfolio to monitor: - Sun Pharma (850 and blw) - Natco (700 and blw) - Zydus Life (370 and blw) - Strides (280 and blw) - Sequent (120 and blw) - Syngene (540 and blw) - Divis (3200 and blw) - Marksans (risky but safe blw 46) #pharma #investing #inspiredbyPB

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Chhote Saab

@Chhotewale

1 year

Key to success is remain invested.. FOMO, BAAP, GARP, Kachra etc etc.. सबको एक दिन चलना है..

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Chhote Saab

@Chhotewale

8 months

1st Oct 2023: Quarterly Portfolio Check Equity: 64%; MF: 36% Equity Top-15: 71%; MF Top-5 : 60% New entry: RR Kabel, EMS, Vishnu, Aeroflex, Archean SME: exited Innovator, RBM Missed: L&T buyback tendering Eq PF Inspiration(Ctrl+C/V): @PRATIKBULANI555 @Finstor85 @Atulsingh_asan

Chhote Saab

@Chhotewale

11 months

@PRATIKBULANI555 I just opened Demat and is quite easy.. Attaching Snippet covering overall PF split between Eq and MF.. subsequent two snippet on Eq and MF split considering 100%.. In MF SIP is ongoing for Tata Digital, PPFAS, SBI small/Banking, ICICI Value discovery/Health, Quant small/mid

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Chhote Saab

@Chhotewale

1 year

Massive!

RedboxGlobal India

@REDBOXINDIA

1 year

MRF LTD - DECLARED SECOND INTERIM DIVIDEND OF 3 RUPEES PER SHARE

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Chhote Saab

@Chhotewale

1 year

🦣 vs 🐜 Guess the stocks

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Chhote Saab

@Chhotewale

1 year

. #Lauruslabs investors till tomorrow 😃

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Chhote Saab

@Chhotewale

1 year

On a closing remark, don’t run behind the jargon.. CDMO in other word is JOB WORK for larger companies.. Mammoth is the scale which company has achieved and it won’t be possible focusing only one set of JOB WORK activities..

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Chhote Saab

@Chhotewale

2 years

You can’t make everybody happy.. you aren’t cancelled meeting..

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Chhote Saab

@Chhotewale

3 years

धैर्य रखिये! मज़ा आयेगा 😉

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Chhote Saab

@Chhotewale

2 years

@GaurangBhardwa1

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Chhote Saab

@Chhotewale

2 years

Ajit Doval sir on overall strategy.. relatable and practical..

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Chhote Saab

@Chhotewale

2 years

One of the biggest product of Gland Pharma - Enoxaparin.. we will see steep competition from BiologicalE in 2023 and onwards.. this will be a biggest blow to Gland Pharma

Biological E plans to hive off non-vaccine business and sell stake

According to rating firm ICRA, BE reported revenues of Rs 2,556.8 crore in FY22, largely driven by the government's Rs 1,500-crore contract order for supplying Corbevax vaccine against Covid.

economictimes.indiatimes.com

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Chhote Saab

@Chhotewale

4 years

5 P's you need to avoid: - Porn - Politics - Pessimism - Procastination - Pointing at everyone's small mistake. This is what all successful people do.

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Chhote Saab

@Chhotewale

6 months

@tushar9590 Natco 😃.. market is considering gRevlimid as one off opportunity for 1-2 years but company is into all segments with rich and niche pipeline plus presence in mkts like Brazil, Canada, India. Recently diversified into crop science with target of 200-300cr in next 2 yrs

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Chhote Saab

@Chhotewale

2 years

@Finstor85 There are few handles who r recommending ur stocks after a day 😃.. “Ameya+1” strategy

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