First Principles Investing
Rahul Rao, CFAInvestment Insights for the Intelligent Indian Investor \ud83c\uddee\ud83c\uddf3
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 84 | Founded | 3 years ago | Last Issue | 11 days ago |
| Active | |||||
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firstprinciplesinvesting.substack.c...Latest Issues
From Fraud to unlocking value: Religare Enterprises
Happy Sunday folks,
Most special-situations plays we’ve discussed so far in the Special Situations sunday series are about a clean, simple corporate action: take a healthy parent, spin out a non-core piece, watch the discount close.
Reli...
Inox Green - Another. special. situation !
Happy Sunday friends !
Another sunday. Another special situation :)
Most demergers spin out the hidden gem and keep the boring parent.
Inox Green just did the opposite. It kept the gem and spun out the heavy machinery.
The company is...
New Promoter. Old Problems.
Happy Sunday friends !
In January 1968, a 27-year-old Dilip Piramal incorporated VIP Industries as a small subsidiary of Blow Plast Ltd. Fifty-seven years later, in July 2025, at the age of 75, he signed it away.
The buyer was a consorti...
Hindware Demerger 2.0
The year is 2019.
HSIL Ltd – the owner of ‘Hindware’ sanitaryware brand demerged its Building product & consumer product division from its glass packing (bottles) business.
The ‘Building products division’ (BPD) included the Hindware sani...
Almost Hidden special situation
Happy Sunday friends !
The year is 2019.
Blackstone acquires Essel Propack Ltd from its promoter - Ashok Goel at Rs 139 per share, trading at 21x trailing Price to earnings multiple and 12-13x EV/EBITDA.
This transaction triggers an op...
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Authors
The writers behind this newsletter.
Senior Equity Analyst @ Family Office | CFA | Aerospace Engineer | Investing since 2014.
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