Chemicals & Healthcare Q&A ft. Sajal Kapoor 20.12.2023

[@rahulmahapatra]

Orchid - 8:10
Chemicals game over? - 12:50
Aarti Industries - 19:40
Jubilant Ingrevia - 23:15
Neuland from here after promoter selling - 24:20
Thermo Fisher, Zoetis vs Index - 27:45
Piramal Pharma - 32:00
Nirma/GLS and Management is the thesis - 35:15

[@accidentalinvestorprince]

Thanks for the timestamps

[@nafasm]

Thanks Prince and Sajal sir..happy to listen gems

[@accidentalinvestorprince]

Thanks nafas

[@shrimandale8829]

Crisp and to the point yet full of wisdom!

[@accidentalinvestorprince]

Yes. Thanks

[@Arihant997]

Sajal sir has tremendous clarity 👏 👌..

[@accidentalinvestorprince]

Yes. Thanks

[@Arihant997]

My friend once posed that such clarity comes after a lot of churning !!

[@karunbirsingh8154]

Every word worth its weight in Gold. Truly loved this conversation.

[@accidentalinvestorprince]

Thanks

[@hemantyadav5102]

Bahut hi accha laga sajal sir, ye space ki aap ne hindi me kiya, bahut logo ko hard english smjh nhi aa pati

[@accidentalinvestorprince]

आगे से प्रयास रहेगा की हिन्दी में ही चर्चा हो

[@ravindramishra8785]

Thanks for making this podcast in Hindi, I can listen now while driving, doing house chores etc. 😊😊😊

[@accidentalinvestorprince]

धन्यवाद

[@pranavsharma2719]

Does the 35 times operating cashflow said by sajal sir, mean market cap to cash flow ratio?

[@PerpetualLearner8934]

Feels like a late night discussion with an elder brother :)

[@accidentalinvestorprince]

Thanks

[@ranjankumarjha7001]

Wow great session 👌🙏

[@accidentalinvestorprince]

Thanks

[@Bull2134]

Your view on Zydus lifescience sir? Getting so many approvels from FDA in revolutionary medicines. Future growth looking promising.

[@accidentalinvestorprince]

You may ask in next twitter spaces session. I have no view on this counter.

[@user-zr4ue8fo4b]

Thank you prince 🙏

[@accidentalinvestorprince]

You're welcome

[@kumarabhinav1176]

Sir, what is your view on SRF? For long term?

[@accidentalinvestorprince]

Pls ask next time.. although process is more important over Individual names. Moreover business of srf has been discussed in previous Sessions

[@kumarabhinav1176]

Link?

[@amitdhase]

Book kab aa raha hai?

[@accidentalinvestorprince]

Next year