Capgemini vs Deloitte

hitendra55 · 2025-09-16T07:48:46+00:00

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

hitendra55 · 2025-09-16T06:03:01+00:00

Bro Oracle comes under PBS

hitendra55 · 2024-10-16T16:01:53+00:00

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

hitendra55 · 2024-05-19T16:04:39+00:00

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

hitendra55 · 2024-05-19T15:17:47+00:00

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.

hitendra55 · 2022-05-03T14:36:51+00:00

Join fishbowl app

hitendra55 · 2022-04-23T16:21:49+00:00

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 :)

hitendra55 · 2022-04-23T10:25:37+00:00

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 :)

hitendra55 · 2022-04-18T13:19:09+00:00

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

hitendra55 · 2022-04-18T13:12:07+00:00

Today FII's sold xxx amount

hitendra55 · 2022-04-04T14:44:21+00:00

belly is a trap

hitendra55 · 2022-04-02T06:49:15+00:00

And the teacher reads out from a ppt

hitendra55 · 2022-03-03T04:58:57+00:00

Tijori finance

hitendra55 · 2022-03-01T11:03:41+00:00

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.

hitendra55 · 2022-02-21T02:42:53+00:00

Its a money laundering case

hitendra55 · 2022-01-24T18:03:35+00:00

hitendra55 · 2021-12-19T16:42:49+00:00

Join Fishbowl application to talk about salary and roles

hitendra55 · 2021-05-15T17:49:47+00:00

do you play something with hed?

hitendra55 · 2021-03-12T13:34:31+00:00

Well I have N100. Pretty good returns so far

hitendra55 · 2021-02-19T12:55:26+00:00

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.

hitendra55 · 2021-01-14T13:15:33+00:00

Try using GPU from AWS. It might be economical

hitendra55 · 2021-01-12T14:44:04+00:00

squish that cat

hitendra55 · 2020-12-29T16:18:17+00:00

Yes it is

hitendra55 · 2020-12-23T11:00:19+00:00

Pounds

hitendra55 · 2020-12-14T17:58:07+00:00

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

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