Sundeep Bajikar – Equity Research For The Technology Investor

Sundeep Bajikar – Equity Research For The Technology Investor

Sundeep Bajikar is a ValueWalk contributor and portfolio manager of the Acteve Model Portfolio, which is based on a value investing philosophy and process described in his book Equity Research for the Technology Investor.

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Previously, Sundeep was a Wall Street analyst for 9 years at Morgan Stanley & Jefferies.  He spent the 9 years before that in the technology industry at Intel.  He holds an MBA in Finance from Wharton, and M.S. degrees in Electrical and Mechanical Engineering from the University of Minnesota.

Sundeep Bajikar – Equity Research For The Technology Investor

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Five Good Questions:  

  1. If you’re a generalist investor, do you have any business venturing into technology investments?  Or are you setting yourself up for failure by venturing outside your circle of competence?  Or is it that exact mindset that creates the opportunities?
  2. What are your views on discussing investments with others?  It seems like a difficult balance of gaining valuable insight vs. tainting your own views?
  3. There are so much data out there.  What do you focus on?  What’s your key message to individual investors?
  4. Most historical “technology” investments (airplanes, cars, radios, internet) have shown a few big winners, but mostly a lot of zeroes for shareholders.  It seems all the value flows through to the consumer.  How do you avoid that as an investor?
  5. With such a wide range of outcomes in tech, how do you handicap the odds and magnitudes of different outcomes to get a ballpark of a probabilistic future?

Book Recommendation

The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor

Equity Research for the Technology Investor: Value Investing in Technology Stocks by Sundeep Bajikar

Equity Research for the Technology Investor – Description

This book describes an equity research approach which combines principles of value investing with domain specific expertise in the technology industry. The book also provides an overview of the financial services industry and the different types of conflicts of interest that drive market participants toward objectives that may not be aligned with those of the individual investor. The book describes an equity research process that I have followed throughout my career as a financial analyst, and shows that equity research is difficult not just for the technical skills involved but also due to behavioral issues that one has to deal with quite frequently when it comes to investing. Equity Research takes a lot of work – much more than an individual investor is likely to be able to commit given that her main profession is probably something other than investing. A central message of the book is for the individual investor to find an independent investment manager who she can trust to pursue an investment strategy that is aligned with her goals. For more information visit: or

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