Investing Made Simple

Sajal has consistently identified megatrends and significant investment opportunities, often presenting data that was publicly available but not included in the reported P&L statement. Consider Neuland Labs at the beginning of 2020. The stock went up over 40x in less than 5 years from the time Sajal publicly presented his thesis. There are numerous other instances in the healthcare and chemicals sector where Sajal’s vision and comprehensive analysis enabled his network to effectively position itself on the threshold of rising earnings and valuations. 

He routinely engages with business leaders to glean varied perspectives and business insights. Sajal operates a Substack named ‘Antifragile Thinking’ and actively interacts with the network of fund managers and investors.

He is a UK-based practitioner of operational risk and compliance. His first venture as an author, Framing Business Uncertainty, measures the economics of probability, optionality, and randomness in novel life sciences value chain. The book contains models and lenses to maximize the upside of investment while incurring minimal risk in any innovation-driven sector with extreme uncertainty and unpredictability.

He routinely interacts with CXOs from across the healthcare value chain, and the NDTV interview with Laurus Labs’ CEO is one example. Sajal exudes vitality, sincerity, and enthusiasm for industry and business analysis.