Shuchi Nahar's Weekend Blog!

Post Pandemic Views & Investment Journey - Mohnish Pabrai Twitter Handle: @shuchi_nahar Shuchi.P.Nahar Introduction: Radhika Gupta, CEO of Edelweiss Asset Management, and Mohnish Pabrai discuss bridge, Dhandho investing, Mohnish’s lunch with Warren Buffett, the importance of patience in investing, and the current investment landscape. Quest by Radhika Gupta : In order to start this conversation with a quote that she has heard from mohnish pabrai and this is something very close to her, you said that the good news in investing is there are no HR problems because if there are no humans there are no problems . So if we want to know why Mohnish Pabrai chose to invest as a career because he actually started out in sales and marketing and then he did entrepreneurship and then turned investor so how his professional journey took a turn? Answer by Mohnish Pabrai : So most of us when we grow up we basically tend to confirm what the world expects of us or how the world expects us to act or ...

Pharma Outlook by the sector veteran Aditya Khemka Twitter Handle: @shuchi_nahar Pharma business is divided into two models: Domestic  Export  Domestic Model This model is typically like an FMCG business. In domestic markets, those pharma companies that have branding power will have a good pricing power among other competitors. In pharma, doctors are the main customer of the product and the patient is just a consumer. The patient is going to follow what the doctor suggests and he will prefer only those drugs that will be suggested by a doctor, he won't switch to a generic drug if he is not getting the brand prescribed to him. Export Model  This model is basically like a steel business. A demand curve is almost always downward-sloping, reflecting the willingness of consumers to purchase more of the commodity at lower price levels. The pharma demand curve is going to be straight, so the question here is what will determine the price? The answer is simple, supply will determ...