not yet. For fresh buying it makes sense to wait for price to correct as much as one can wait, and then add some. But yes i am watching closely. ARV phenomenon is one-off, short term, will normalize by Q4. Also, ARV is not the investment thesis for laurus, in fact its the least attractive part of the business.
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Thanks for your thoughts.
My view is that while ARV decline is one off for now, there is a risk of a structural move away from ARV given the developments on the HIV vaccine front. In my mind it reduces the terminal value of the ARV byusiness, which while udesirable, still is a significant part of Laurusâ total value presently.
Point taken on waiting as long as possible before adding, based on price action. Are you following a similar strategy with Kilpest as well? It is now trading at an enterprise value of under 250cr which looks reasonably attractive again.
Also, congratulations on your wedding and wish you the best. Life only gets better after marriage 
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hiv vaccine has been under development for probably 3 decades.
Another way to think about it is, if we do have an HIV vaccine after 10 years, Given Laurusâs deep understanding of LMIC & the therapeutics, given that they have set up Laurus Bio, given the innovation shown in generating lowest cost production of ARV therapeutics, my bet would be on laurus going into HIV vaccine whenever they can (of course off patent or BIO CDMO 10 years from now). the innovative adapt, they dont get disrupted.
yes 
Yes, the valuation is fair now in kilpest IMO. But price can keep reducing as PE expands optically due to absence of covid revenues. Good for a long term investor.
thanks, agreed. 
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My picks.
- Titan
- ICICI Prud Life
- Jubilant Ingrevia
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My picks.
- Titan
- Olectra Greentech
- Nazara Technologies
Waitlist is Avenue Supermarts
Disc - Invested in all
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My bet is on
- Clean science
- NELCO ( a TATA group company)
- Happiest Minds. (Maybe Jubilant Foodworks as well if 4th one is allowed
)
Would be nice to know your thoughts on Sequent with recent results, changes happening in Turkey, their execution & valuation cooling off somewhat (I am aware no where close to what you like to buy, but still better than before)âŚThnx
im not tracking it any more. sequent growth will resume from fy23. in no hurry to track it. Too many cos to track 
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Cannot agree more, its getting crazy with too many companies to trackâŚwe need to focus on what we need and not what we want
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@sahil_vi keen to know your position on Laurus Labs & Mastek nowâŚyou have added/trimmed or just watchingâŚ
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Added along with all portfolio cos.
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One can look at Tejas Network (A TATA group company)
This is yet to start its performance
Fundamentally a strong player in 5G space
Through this company Tata will expand its presence in 5G related field.
If you are curious to know, I would recommend you to read more about why it hasnât been successful so far and what are the new approaches evolving now to overcome the past challenges.
https://www.thelancet.com/journals/ebiom/article/PIIS2352-3964(21)00472-2/fulltext
Laurus doesnât have expertise on CRISPR/ Gene editing tech. It is much more complex than fermentation for food proteins.
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Hi sahil, whatâs your view on laurus labs share holding modifications?
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Noise and not worth thinking about.
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Such noises can be good for long term investors 
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Can you please share your updated portfolio list
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Hi Sahil,
Whatâs your take on current Pix transmission results? And what do you think about growth prospects?
Hi Sahil,
Whatâs your view on RACL geartech results?
Hi Sahil,
Whatâs your view on increasing debt to equity ratio of RACL :
Septâ20 : 0.84
Marchâ21 : 1.01
Septâ21 : 1.24
Please rationalize.
Regards.