I Sold Infosys | Fundamental Analysis | The Sheldon Gomes Show | #003

#1MinOrLess | How To Get Through Boring Work? | Simple Productivity Hack | The Sheldon Gomes Show

In this #1MinOrLess mini-episode, we discuss a simple productivity hack to get through complex (or boring) work. While the hack I share isn't some fancy idea, it's something that I personally use and benefit from. Hope you try it out and get great results on the productivity front. * * * * * I'm really grateful to you for tuning in to The Sheldon Gomes Show! I also make videos on YouTube [https://www.youtube.com/channel/UCT5TfcFEei3F5uNmr9mn-4A], do check them out if you're interested here [https://www.youtube.com/channel/UCT5TfcFEei3F5uNmr9mn-4A] Find me on LinkedIn [https://www.linkedin.com/in/sheldonsgomes/] Say Hi! to me on Instagram [https://www.instagram.com/sheldonsgomes/] Catch my Tweets [https://twitter.com/sheldonsgomes] I hope I've brought you some value. :) Do reach out to me if there's any way I could help you!

I Sold Infosys | Fundamental Analysis | The Sheldon Gomes Show | #003

You could find the presentation for this episode here [https://youtu.be/5wTC5N032wg] In this episode, we talk about why I sold Infosys and my rationale behind the same. Infosys declared phenomenal Q1F21 quarterly results and even the management commentary was quite optimistic. Given that the rest of the industry was struggling in the current business environment, the market rewarded Infosys handsomely for its outperformance. The stock was pushed to a record high on the back of these results. That's when I started wondering whether the valuation of the company has outrun outrun its fundamentals. Therefore, I decided to undertake an analysis of Infosys. We will cover the following points in this episode: 1. Revenue/ Sales Growth 2. Operating Margin or Profitability 3. Share of Digital in its business 4. Comparison with TCS (Tata Consultancy Services) 5. Comparison with the Top 10 Indian IT (Information Technology) Companies  6. Valuations (using PE (Price Earnings), PB (Price to Book) and EV/EBITDA (Enterprise Value to EBITDA) * * * * * I'm really grateful to you for tuning in to The Sheldon Gomes Show! I also make videos on YouTube [https://www.youtube.com/channel/UCT5TfcFEei3F5uNmr9mn-4A], do check them out if you're interested here [https://www.youtube.com/channel/UCT5TfcFEei3F5uNmr9mn-4A] Find me on LinkedIn [https://www.linkedin.com/in/sheldonsgomes/] Say Hi! to me on Instagram [https://www.instagram.com/sheldonsgomes/] Catch my Tweets [https://twitter.com/sheldonsgomes] I hope I've brought you some value. :) Do reach out to me if there's any way I could help you!

Kirana Stores, Jio Mart and Facebook | The Sheldon Gomes Show | #002

On this episode of The Sheldon Gomes Show, I discuss the two major problems faced by kirana stores owing to their small size. Further, we touch upon how the big boys (D-Mart, Food Bazaar, Star Bazaar, V-Mart etc.) are eating the lunch of kirana stores by virtue of thier size. We then see how the $5.7 billion investment made by Facebook in Jio could be beneficial to kirana stores.  Whatsapp and JioMart are going to help kirana stores take on the mighty retailing giants! * * * * * I'm really grateful to you for tuning in to The Sheldon Gomes Show! I also make videos on YouTube, do check them out if you're interested here: https://www.youtube.com/channel/UCT5TfcFEei3F5uNmr9mn-4A [https://www.youtube.com/channel/UCT5TfcFEei3F5uNmr9mn-4A] I hope I've brought you some value. :) Do reach out to me if there's any way I could help you!

Hello World! | The Sheldon Gomes Show | #001

Hello World! This is my first episode on The Sheldon Gomes Show!  In this episode, I share a bit about me. I share how I come from a tech background and how did my interest in finance come about. After discovering my interest in finance, there was no turning back for me. I also share how did I further my interest in finance by pursuing a Masters in Finance instead of an MBA. I, then, go on to discuss my favorite area under the broad finance umbrella. I discuss not only what I love in finance but also the reason behind it. After talking about finance, I go on and share some quick personal facts about me.  With all of this said, The Sheldon Gomes Show is going to be about sharing ideas in finance- corporate finance, personal finance, equity research and investing. * * * * * I'm really grateful to you for tuning in to The Sheldon Gomes Show! I also make videos on YouTube, do check them out if you're interested here: https://www.youtube.com/channel/UCT5TfcFEei3F5uNmr9mn-4A [https://www.youtube.com/channel/UCT5TfcFEei3F5uNmr9mn-4A] I hope I've brought you some value. :) Do reach out to me if there's any way I could help you!