Shailja Sharma is an equity research analyst and independent trader with a post-graduate degree in finance and NISM certification in Equity and Commodity Derivatives, backed by five years of active equity and commodity trading and investing.Her edge is method. Every thesis is built from primary sources — SEC filings and company investor relations material rather than secondary commentary — and every valuation is shown rather than asserted, with the calculation, the assumptions behind it, and a sensitivity range, so readers can disagree with the inputs and reach their own number.Her framework is Growth At A Reasonable Price with attention to what the tape is confirming: quality businesses at sensible valuations, entered when the evidence supports the thesis rather than against it. She does not pick a rating and then find reasons for it. The valuation comes first and the rating follows, which is why she publishes Holds on companies she admires when the price does not pay investors for the risk.She covers global technology and the AI supply chain, with selective work in healthcare, industrials, and macro — currencies, monetary policy and trade. Every piece carries an explicit rating, the valuation work behind it, and the case against.Shailja also takes on independent research and financial writing assignments outside Seeking Alpha, and can be reached through LinkedIn.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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