The Anti-Portfolio

[vikas_sinha]

I am following somewhat this logic here:

3B Blackbio DX Ltd

3B black bio business was already growing at 35% CAGR pre covid. Its not a commodity like graphite electrode and having margin of more than 60%. Though corona testing is not going to stop suddenly, but if we assume sudden drop in testing, They have earned enough cash which would help in accelerate growth in other kit business through R&D, marketing and established relationships They have also left good image of product quality on new customers which will further boost brand value & growth for …

and

3B Blackbio DX Ltd

This windfall will help them in building business and also new regions/customers, getting recognition. As such it has long-term 5 year avg valuation of PE 20. Business was growing steady anyway past 5 years at 35% CAGR. Management has shown good capability and quality/honesty. 3BB caters to many kinds of testing, much more than corona only. Corona testing can last for a year or more, world-wide, even after vaccination has shown good progress/coverage. Any ILI/SARI (influenza-like illness/s…