Hey utkarsh, I m more kind of GARP investor. I made fairly large bet on indian IT services in April,2024 for 3-5 years horizon long story short at the end of reasearch there were 3 names infront of me 1.Coforge 2.persistent system ltd 3.LTIM And i choose LTIM because of it was cheaper , LT brand and DC (CEO) has good track record, better roe,roce,opm etc. But guess what from that level coforge has given 100% , persistent has given 80% and LTiM is underperforming the sector with only 25% return Now my question is i m regretting like hell that i have made wrong bet how to overcome this fear and how to choose right company out of its peers
Sir like you always say that we should prefer a good boss over a good company/salary. But the problem is we don't know how our boss will behave with us. Like how can we determine that in a 15 minute interview
Hey utkarsh, Hope u enjoying well I have two SaaS players in my watch since 3 months 1.zaggle prepaid ocean and 2. Iris business. 30-40% topline growth and guidance is to good too believe , management is well but the thing both r over priced according to me If u r tracking any of it, want to know ur personal perspective what u think.. Ps. not want any buy sell reco. So please don't avoid 😂 Just Trying to understand this kind of businesses
Hello Sir, there was a connection issue while you were explaining my ques..........I just deferred my CFA level 1 and I'm struggling with how to approach from now May/Aug attempt. I will be turning 24yr in Feb, have no idea what I'm doing feels like wasting my time plz guide me what to do now, I haven't registered yet i want to make sure I'm in good shape this time. Also i feel stuck, very hard to find a job/internship what should i do now. Bcom graduate 2022, worked as accounts executive till oct 2023(1yr experience). I want to get into Equity Research/Private Equity or is there any other good field I can look for.
Hi Utkarsh, I just completed my CFA L2 in August 2024. I am thinking of appearing for L3 in Feb 2026. I'm thinking of starting to study from March 2025 for L3 ....when I transitioned from L1 to L2 as my basics were bad i struggled a lot..I want to finish L3 in a single attempt .. is there anything I should brush up bw now and March ..before I start classes .. I'm comfortable with Equity ,Eco, Fixed income ..but not as much in pf and derivatives (BSM model) ..I struggled a lot with active pf mgnt and I have forgotten L1 portfolio mgnt.. I am thinking of taking private wealth.
Sir you missed my question on the last video Sir like you said to read curriculum, but it may not be possible now to read the whole curriculum, can you please list some important chapters or topics that are a must read for Level 2.
Hi utkarsh, because of bad connectivity could not hear your response to my question. Request to pls answer my query posted below: i have cleared both parts of FRM and Level 1 of CFA including 4 yrs i worked in merchant banking domain but due to no growth I switched to work at a service-based IT company with an international bank as a client. While the pay is good, the daily IT-related tasks feel frustrating. Should I continue in such roles and transition into product management, leveraging my CFA+FRM credentials? Do these qualifications align with such a profile?
Hello Utkarsh Sir, I recently completed my Level 1 exam on Tuesday. Before that, I worked as an equity dealer for a year and left my job in July to prepare for the exam. I have two questions: 1) My previous salary was 3 LPA plus 1 L in variable incentives. In my upcoming interviews, is it reasonable to request a salary hike based on 4 LPA or should I consider 3 LPA as the base? ( incentives is only mentioned in pay slip ) 2) I took a 3-4 month break for exam preparation. Could you suggest a strong justification for this gap that I can provide during interviews?
Hello Sir, To excel in career like trader, how much important it is to learn python. How to get into hedge fund trading? Sir kindly give a roadmap to a career as a professional trader.
Hi sir , how do you analyse a stock and what's your screening process of finding a great sector and stock for the short term as well as long term ?
Hey utkarsh,
I m more kind of GARP investor. I made fairly large bet on indian IT services in April,2024 for 3-5 years horizon long story short at the end of reasearch there were 3 names infront of me
1.Coforge
2.persistent system ltd
3.LTIM
And i choose LTIM because of
it was cheaper ,
LT brand and
DC (CEO) has good track record,
better roe,roce,opm etc.
But guess what from that level
coforge has given 100% , persistent has given 80% and LTiM is underperforming the sector with only 25% return
Now my question is
i m regretting like hell that i have made wrong bet
how to overcome this fear and how to choose right company out of its peers
What does Horizontally Mean @ 29:23
Sir like you always say that we should prefer a good boss over a good company/salary. But the problem is we don't know how our boss will behave with us. Like how can we determine that in a 15 minute interview
Hey utkarsh,
Hope u enjoying well
I have two SaaS players in my watch since 3 months
1.zaggle prepaid ocean and 2. Iris business.
30-40% topline growth and guidance is to good too believe , management is well but the thing both r over priced according to me If u r tracking any of it, want to know ur personal perspective what u think..
Ps. not want any buy sell reco. So please don't avoid 😂
Just Trying to understand this kind of businesses
Hello Sir, there was a connection issue while you were explaining my ques..........I just deferred my CFA level 1 and I'm struggling with how to approach from now May/Aug attempt. I will be turning 24yr in Feb, have no idea what I'm doing feels like wasting my time plz guide me what to do now, I haven't registered yet i want to make sure I'm in good shape this time. Also i feel stuck, very hard to find a job/internship what should i do now. Bcom graduate 2022, worked as accounts executive till oct 2023(1yr experience). I want to get into Equity Research/Private Equity or is there any other good field I can look for.
Hi Utkarsh, I just completed my CFA L2 in August 2024. I am thinking of appearing for L3 in Feb 2026. I'm thinking of starting to study from March 2025 for L3 ....when I transitioned from L1 to L2 as my basics were bad i struggled a lot..I want to finish L3 in a single attempt .. is there anything I should brush up bw now and March ..before I start classes .. I'm comfortable with Equity ,Eco, Fixed income ..but not as much in pf and derivatives (BSM model) ..I struggled a lot with active pf mgnt and I have forgotten L1 portfolio mgnt.. I am thinking of taking private wealth.
Sir you missed my question on the last video
Sir like you said to read curriculum, but it may not be possible now to read the whole curriculum, can you please list some important chapters or topics that are a must read for Level 2.
Hi utkarsh, because of bad connectivity could not hear your response to my question. Request to pls answer my query posted below:
i have cleared both parts of FRM and Level 1 of CFA including 4 yrs i worked in merchant banking domain but due to no growth I switched to work at a service-based IT company with an international bank as a client. While the pay is good, the daily IT-related tasks feel frustrating. Should I continue in such roles and transition into product management, leveraging my CFA+FRM credentials? Do these qualifications align with such a profile?
Hello Utkarsh Sir,
I recently completed my Level 1 exam on Tuesday. Before that, I worked as an equity dealer for a year and left my job in July to prepare for the exam. I have two questions:
1) My previous salary was 3 LPA plus 1 L in variable incentives. In my upcoming interviews, is it reasonable to request a salary hike based on 4 LPA or should I consider 3 LPA as the base? ( incentives is only mentioned in pay slip )
2) I took a 3-4 month break for exam preparation. Could you suggest a strong justification for this gap that I can provide during interviews?
Hello Sir,
To excel in career like trader, how much important it is to learn python. How to get into hedge fund trading? Sir kindly give a roadmap to a career as a professional trader.