📢 Ask Me Anything About Fundamental Analysis: Aug 21, 4-5 PM!

Announcements
1

We’re back with another exciting LIVE AMA session on the Upstox Community and this time, it’s all about Fundamental Analysis!

:date: Date: Thursday, Aug 21, 2025
:four_o_clock: Time: 4 PM - 5 PM
:bullseye: Topic: Fundamental Analysis

Curious about balance sheets, P&L statements, cash flows, or how to value a company before investing? This is your chance to get your queries answered directly by Jay Mehta.

AMA jay mehta
AMA jay mehta1920×1920 152 KB

About Jay Mehta:
Jay Mehta is a Senior Manager - Research at Upstox. He has over 10 years of experience in capital markets, spanning equity research, treasury management, investor relations, corporate strategy, and business finance.

Important:
This thread will serve as the main Q&A thread during the live session. Please drop all your questions here between 4-5 PM on Aug 21st since it’s a LIVE event - there will be no separate post for the AMA.

Set your reminders now… see you there!

3 Likes
2

Please provide fundamental data via api, it will become USP of your platform

4

if i am allow to share my tips to make profitable trades. i will share my analysis on data pattern. these tips might help option traders. although, i am in huge loss.. FYI

5

Hi @athma_prathisti,

thank you for your suggestion. may I request you to please elaborate a little more in your suggestion? What do you have in mind?

6

When starting my investment journey, what it is a good first step?

7

How should I know if the company is a good investment or not?

8

Hi @Uma_17897934,

We do not encourage sharing any tips. But would just like to say one thing - sharing your ideas wont take away your edge or reduce your profits. From investment stratergies to cooking recipies its all out there on the internet for people to see. But in investment, it takes some human intuition and strategies to succeed. So, please dont worry about it!

Finally, this is a community, the more we share, the more we can all learn and grow together

9

Can we join this live event or it’s a paid program?

10

Hey, @patel_42005382

Thank you for the question. Here are a few things I look at. A long and sustainable earnings grwoth track record (15% + pa); good ROE profile (again 15-18% sustainably generated) and most importantly if the company has a strong moat (pricing advantage, good network). these are something I look at.

If you are staring out, would suggest choose companies with lower debt…its just safer…and finally look for decent valuations.

11

@SATYAVAN_S_1689302 - It’s not paid. Please join in and ask your questions on Fundamental Analysis. We are LIVE till 5 PM :slight_smile:

12

@SATYAVAN_S_1689302 You are already a part of it…please ask your question :slight_smile:

13

Where is the link to join please

14

When starting my investment journey, what it is a good first step?

15

How to join the session

1 Like
16

Hey @HASSAN_35375793

So the first step I look for is – how well do I understand the sector. For most of us, sectors like retail, autos are intuitively easier to understand. Pick something that you understand better than other sectors and then deep dive into it…

Start with something you are comfortable with

17

When comparing companies in the same sector, which 2-3 financial metrics are most important?

18

Hi @Dylan_Tom_49781351 Please ask your question.

19

Link to join, please

20

I think this live event is only for posting questions and getting answers here