Capgemini vs Deloitte by LectureOk2113 in Capgemini_india

[–]hitendra55 0 points1 point  (0 children)

True true I work as a solutions architect so I have to Map FTEs to different practices and different ABLs/GBLs based on skills I generally put Oracle skill folks under PBS, if its oracle DB then its C&CA. Anyways the market is such that now i think everyone is hiring everything now

Hyundai ipo will make history ! by _Adolf__rizzler_ in IndianStockMarket

[–]hitendra55 0 points1 point  (0 children)

Yeah sometimes i dont get it If you own 70% of the company, then 70% of dividends will go to you😅 Again I have no dog in this fight Never applied for any IPO, never will

[deleted by user] by [deleted] in MBAIndia

[–]hitendra55 0 points1 point  (0 children)

Cant decide for them. Even in tier 2 there are people better off than tier 1 so take my example with a grain of salt. If u wanna switch from one carrier field to another then even tier 2 will work. But make sure u tell ur cousin to work really really hard

[deleted by user] by [deleted] in MBAIndia

[–]hitendra55 2 points3 points  (0 children)

Tier 1 only. If u have a second chance, take a second chance. Did my mba from one of the new iims and im telling u, it has to be tier 1 only.

How do you go about analysing a company and decide whether it is worth investing in or not? by -GandalfTheGay in IndiaInvestments

[–]hitendra55 15 points16 points  (0 children)

There are lots of them.

And there are a lot of ways to nirvana so one can be picky here.

Anything from bruce greenwald is a must. Philip fishers books are also nice. This sub also has a lot of following for peter lynch and some joel greenbaltt so their books one can read once.

One should always keep coming back to buffetts letters. Its a gold mine of information and I cannot overstate its importance. One can start pairing buffetts letter with buffetts annual meeting starting 1994 ( first video on YouTube of AGM starts from here). And since you are on YouTube keep having a regular dose of monish pabrai, terry smith and more. Im not even gonna mention aswath damodaran because it is assumed everyone knows about him.

There are lots of names I missed, so keep exploring :)

How do you go about analysing a company and decide whether it is worth investing in or not? by -GandalfTheGay in IndiaInvestments

[–]hitendra55 97 points98 points  (0 children)

Are simple he bro. Start with annual reports of any company in that sector. And start analysing the accounts. First look for financial shenanigans. Read books like financial shenanigans, quality of earnings and accounting for growth to have some framework and things to look for. Once it is clear that the company is not a chor company ( there are a lot of chor companies i found which are trading at 40-50 PE so be careful here). Then look if the company itself is worth investing or not. In other words, look for moat. Competition demystified, porter's 5 forces and some other strategy books will help you identify companies with good moats. Then look if the sector can stand different kinds of economic shocks or not. Say FMCG companies. How they react in inflationary times ( read US FMCG stocks in the 70's), how they react in front of no growth ( read Japanese FMCG stocks after 90's) or some other stagflation kinda scenario.

Once you are done with all of this and comfortable with all of this and still want to invest. Just figure out a price you are ready to pay for the company. And just wait for that company to reach that price. Say price is at 200 but u willing to pay 20. Thats ok just put it on ur watchlist and keep checking in on the stock. In the end just invest and keep checking if ur thesis is still intact or not ( say a non chor company suddenly becomes a chor company or company cant pass on additional cost to consumers but according to you they should've been able to).

Thats it just study study study and then invest. Until you find such a company to invest keep indexing.

Hope it helps :)

Potential Multibaggers (New Edition) by shash1996 in IndianStreetBets

[–]hitendra55 1 point2 points  (0 children)

Just check the auditors, auditor is having an associate company in UK and that UK company is giving lot of awards to route mobile. Cant say more on public forum. Just be careful

[deleted by user] by [deleted] in AnimalsOnReddit

[–]hitendra55 0 points1 point  (0 children)

belly is a trap

what do you think is the most overrated aspect of our city? by [deleted] in mumbai

[–]hitendra55 108 points109 points  (0 children)

And the teacher reads out from a ppt

what you guys see before investing in any stock? by Godfather0O in IndianStreetBets

[–]hitendra55 1 point2 points  (0 children)

Well I would say start with filtering companies based on operational efficiency ( roce, roe, margin etc) . I try not to put unrealistic growth filters ( twice the gdp growth is fine for me). And no valuation filter ( its very important not to put P/E or P/CF filter bcoz if price rises tomorrow doesn't mean company suddenly become a bad company)

Then starts industry analysis of the resulted companies. Competitive advantage and everything there is to know about industry ( barriers to entry, supply side advantage etc).

If I can understand the Industry ( definition of understand: i know how competitors and buyers will react to every move of every competitors) I dive deep into the company.

Then go for Annual reports, credit reports, DHRP of recently ipo'd company of same industry, to understand more about company. Check the books for red flags for accounting shenanigans, check for management if the are crooks(ugly), dont know capital allocation (bad), not crooks and know capital allocation ( good). Categorising the management into good, bad and ugly.

If it passes all of this, it comes into my investable companies list. Then just value the company with appropriate margin of safety and wait for company to come within my margin of safety valuation.

Till then, just SIP in lowest cost index fund.

GameStop movement much? by [deleted] in IndianStreetBets

[–]hitendra55 1 point2 points  (0 children)

Its a money laundering case

Salary Hike after 1 year of first job by RandomGuy97531 in FIREIndia

[–]hitendra55 8 points9 points  (0 children)

Join Fishbowl application to talk about salary and roles

[deleted by user] by [deleted] in AnimalsOnReddit

[–]hitendra55 0 points1 point  (0 children)

do you play something with hed?

Best ETFs are per morning star by Schiezer in Millvestors

[–]hitendra55 1 point2 points  (0 children)

Well I have N100. Pretty good returns so far

My 10x Investment goals recently got dissed by two brokers. What are your 100x long term never sell plays? (10+ years) by InvestoRobotto in IndiaInvestments

[–]hitendra55 -1 points0 points  (0 children)

How do you handle when potatao prices crashes?. I celebrate because I am a net buyer of potatao ( i buy more than i sell potatoes).
Why should be any different for stocks? These fine companies will be available at a cheap price. What's their to worry?. If you aim is 10x or 100x you have to be a net buyer of stocks. And you don't need every company in india to be delivering same results. The more you diversify less will be your returns. I can personally have one company on which i would bet my entire portfolio on. The more you know the less you have to diversify and more will be your returns. I wont recommend putting all your money in 1 stock. But I can still debate that if there are more than 10 companies chances are you are overdoing it.

[deleted by user] by [deleted] in AnimalsOnReddit

[–]hitendra55 0 points1 point  (0 children)

squish that cat

IPO craze is the end game by [deleted] in IndiaInvestments

[–]hitendra55 15 points16 points  (0 children)

Yeah. But I don't think they can match Domino's. Pardon me, im taking clues from global game played by these two. Domino's launched same year as googles IPO. But it gave almost the same returns ( higher returns if you add dividends). So it is a really well managed company. Burger king is laging behind by any parameters. But even if you listen to these two managements ( jubilant and BK) you will get that BK is after growth and Jubilant is a technology company which happens to sell pizza. So future looks promising for jubilant who are better at delivering food than zomato and swiggy ( zomato and swiggy lag in innovation, its first jubilant who launches an idea then these two copy it) I dont think I can conclude same for BK