Ex- Management Consultant at BCG & McKinsey | CFA L3 | Value Investor since 2009 |I am a Dubai based active investor in equity markets since 2009, and my investment philosophy involves investing in value stocks which are trading at a discount to their intrinsic value. I am also a strong believer in assessing macro trends and sectoral themes to identify cyclical and seasonal plays (Long + Short)- which has rewarded me handsomely in the past.My educational background involves having an MBA from Indian Institute of Management (IIM) with specialization in Finance. I have also completed all levels of the CFA. From a professional journey, I started my career in the shipping industry, and then moved to McKinsey as a professional focused on financial institutions (Banks, insurance companies and asset managers). I then worked as a Management Consultant at Boston Consulting Group (BCG) and got exposure to a wide variety of sectors, including tech, pharma, oil…
MakeMyTrip: Overvalued With High Customer Acquisition Costs And Intense Competition
