Reletter
Artwork for First Principles Investing

First Principles Investing

Rahul Rao, CFA

Investment Insights for the Intelligent Indian Investor \ud83c\uddee\ud83c\uddf3

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues88Founded3 years agoLast Issue8 days ago
Active

Read this Newsletter

firstprinciplesinvesting.substack.c...
Artwork for First Principles Investing

Latest Issues

A dollar for seventy cents in the Saudi desert

A small-cap Indian company just bought a debt-free, Aramco-approved Saudi pipe maker at 1.5x EBITDA. The asset may be the catch. Governance certainly is.

Happy Sunday Folks,

In 2010, Sun Pharma fought a long and bitter battle to take con...

8 days ago
7
4

Premium Newsletter Launch - First Principles Deep-Dives

Dear Investor,

Forget Value, forget growth, forget momentum, forget GARP and every other buzz-word used to define a ‘style’.

We seek change. Radical. Big. Positive. Change!

Our newsletter - First Principles Deep-Dives will cover listed...

10 days ago
5
2

The Stock Has Doubled in Eight Weeks.

Happy Sunday Folks,

Most special situations we have covered in this series are demergers, where a conglomerate is split so the market can value each piece on its own.

This one is the opposite. The promoter is pushing its entire global me...

15 days ago
4
2

Astra Microwave Spins Out Its Space Arm

So far in this Special Situation series, we’ve covered demergers that are at the closing stages.

With Triveni Engineering, the scheme was already sanctioned by the NCLT and the two companies were weeks from trading separately. With Inox Gr...

22 days ago
8
1

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...

a month ago
15
7

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for First Principles Investing .

SubscribersEngagement74Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • Rahul Rao, CFA

    Senior Equity Analyst @ Family Office | CFA | Aerospace Engineer | Investing since 2014.

  • Frequently Asked Questions

    How can I access the email archive for First Principles Investing ?

    You can find recent issues that have been published by First Principles Investing on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does First Principles Investing have?

    To see how many people subscribe to First Principles Investing , simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in First Principles Investing ?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch First Principles Investing as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like First Principles Investing ?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact First Principles Investing using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to First Principles Investing ?

    Scroll up to where it says Related Newsletters to see other publications like First Principles Investing . You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact First Principles Investing ?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.