I’m Jay Sejpal, a CA Finalist and CFA Level 1 candidate passionate about finance, business models, and valuation. JaySejpal.com is my platform to share independent, logic-driven research on Indian public companies — grounded in practical financial analysis, not just surface-level metrics.
Inspired by thinkers like Charlie Munger, I focus on mental models, business quality, and rational investing. My work, including a popular essay on applying Munger’s multidisciplinary approach to Indian firms, emphasizes durable moats and capital allocation discipline.
What to Expect:
- 📄 In-Depth Reports — analyzing strategies, growth drivers, risks, and industry dynamics
- 📊 Valuation Models — built with DCF, comparables, and practical tools
- 🧾 Transparent Excel Models — fully downloadable and editable
- 📚 Sector Insights — identifying long-term trends and opportunities
My goal is to empower investors, students, and analysts with clear, actionable insights to better understand businesses and valuations.