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Awed by the beauty of stocks. Smitten by Economic Moats. I, Invest.

CapitalMarketS
Joined October 2014
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Value Propositions retweeted
A new shot literally regrows knee cartilage. Researchers at Stanford Medicine have identified a novel strategy to regenerate articular cartilage in knees and potentially prevent or treat osteoarthritis (OA). The method targets 15-hydroxyprostaglandin dehydrogenase (15-PGDH), an age-related enzyme—or "gerozyme"—that accumulates in aging tissues and drives degeneration. In aged mice, small-molecule inhibitors of 15-PGDH, delivered systemically or via intra-articular injection, promoted cartilage thickening and regeneration of functional hyaline articular cartilage. This occurred without recruiting stem or progenitor cells; instead, existing chondrocytes underwent transcriptional reprogramming to a youthful state, with reduced populations of inflammatory and hypertrophic/degradative cells and expanded matrix-producing articular chondrocytes. The inhibitors also reversed natural age-related cartilage thinning, improved joint function, and—when administered after simulated ACL injuries—strongly mitigated post-traumatic OA progression and associated pain. Human OA cartilage explants from total knee replacements responded similarly in vitro, showing decreased degradation markers and evidence of new articular cartilage formation. Given that an oral 15-PGDH inhibitor has already completed Phase 1 safety trials for age-related muscle atrophy, the findings open a path toward disease-modifying, regenerative therapies that could delay or obviate the need for joint replacement surgery. [Agarwal, P., Su, S., Ancel, S., et al. (2025). Inhibition of 15-hydroxy prostaglandin dehydrogenase promotes cartilage regeneration. Science. DOI: 10.1126/science.adx6649]
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Value Propositions retweeted
Inspira Global has secured ₹1,800 crore in private credit financing to acquire a controlling stake in Restaurant Brands Asia, the operator of @BurgerKing India. Read more: shorturl.at/gjYfu #BurgerKingIndia #RestaurantBrandsAsia #InspiraGlobal #QSR #FoodService
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Value Propositions retweeted
LIC has an inherent moat that is derived from it's origins and promoter shareholder - President of India, through Ministry of finance, GoI Blind trust by citizens especially rural ones is backed by belief, that it is a govt backed institution, not any more. it's private #LICIPO
Value Propositions retweeted
Nearly 40% of this company’s revenue now comes from recurring service contracts, turning a product business into a predictable cash-flow model (1/2) #EurekaForbes #BusinessModel #IndianMarkets
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NVIDIA just released free online courses. No payment required. Here are best courses you don't want to miss in 2024:
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in 2022 sonos bought a mysterious dutch audio company for $100m because of a secret invention today it announced its first product using their technology... and it might change speakers forever here's the story of mayht and why sonos might be *years* ahead of the competition 🤯
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From $88K to $415M to nothing. This is insane
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#BritanniaIndustriesLimited good for sip'pers. Study on your own. Legacy brand, still relevant Huge Moats Market share Unavoidable products Amazing Cashflow and much more.. Current price 4500
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Earth at night as seen from Space...
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I do all my classroom teaching in the spring, but if you are interested in taking my classes, and have the time, I have free online versions of my core classes (corporate finance, valuation, investment philosophies) as well as lead in skillsets. bit.ly/3tPhYNA
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My mid-year update of equity risk premiums, by country, up and running. In the first half of 2024, global equity risk premiums trended down, with the US leading the way. Webpage: damodaran.com, ERP data (by country): bit.ly/4eMeKNp
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Steve Jobs talks about his strategy for saving Apple from bankruptcy
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Jim Simons just passed away Here's a 4-minute masterclass on how to beat the market:
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The most powerful words on the benefits of failure. “Some failure in life is inevitable. It is impossible to live without failing at something, unless you live so cautiously that you might as well not have lived at all—in which case, you fail by default.” —J.K. Rowling
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‘Mystic Mountain’ captured by Hubble in the Carina Nebula
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Why did America demolish the world's most beautiful train station? And what it says about us... (thread) 🧵
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A "cognitive bias" is a systematic error in thinking that ruins decision-making. The 12 most powerful cognitive biases I've found:
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Value Propositions retweeted
What were those loose ends ? #Paytm - DRHP indicated promoters confidence in the co's abilities with his minuscule ownership. - Post listing promoter getting into the shoes of a regular employee and discharging his kmp duties while retaining all the know how, sounds lunatic.
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In politics: Loyalty is tradable
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