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Another datapoint: i follow Ian Cassel (he is a legendary microcap investor). Of late, he has been liking posts of a company called PRECIPO Dx – it’s a listed US company with a mcap of $40M+

They have some overlap with 3B’s portfolio – for example in this ad below you can see they are promoting BCR-ABL1 mutation test (which is also a flagship offering from 3B).

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I dont know if we should jump the gun regarding the performance of the company. Here are are some pros and cons. Should be a wait and watch I think.

At a Glance —...

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Sorry. Don’t follow the company. But who is the new leader? And why are so confident that it may turn around?


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I high doubt it because of these reasons

they have been using the rights of song chunari chunari for more than 20 years.

Where was vashi bhagnani up until now ?

Despite the lawsuit filed by pooja entertainment in may before the release of hai jawani toh ishq hona hai movie.

They still went ahead and released the remaie of chunari chunari song. That tells you...


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The story of throwing a dart

Well around 6 years back, the blind folded me threw a dart, but was it really that? This dart has so far given me the highest returns be it in absolute or cagr terms.

It delivered a staggering 82% cagr with absolute returns of 36x so far and I thought to write about it before it falls big as everything whic...


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