About Me

I’m Jay Sejpal, a CA Finalist and CFA Level 1 candidate with a passion for dissecting Indian businesses through a lens of logic and value. This platform is where I share independent equity research, blending financial rigor with practical insights inspired by thinkers like Charlie Munger.

My journey began with a deep interest in how businesses create lasting value, leading me to analyze sectors from manufacturing to financial services. With a focus on mental models, I aim to empower investors with clear, actionable perspectives on India’s growth story.

Key Milestones:

• Developed a popular essay applying Munger’s multidisciplinary approach to Indian firms.
• Built detailed valuation models for over 10 public companies.
• Collaborated with industry experts to refine research methodologies.

Expect in-depth reports, transparent Excel models, and strategic insights to navigate India’s evolving markets.