First Principles Investing
Rahul Rao, CFAInvestment Insights for the Intelligent Indian Investor \ud83c\uddee\ud83c\uddf3
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 81 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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firstprinciplesinvesting.substack.c...Latest Issues
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...
Triveni Engineering’s Demerger: The 36% Margin Business is About to Get Its Own Identity
Triveni engineering & Industries ltd (TEIL) is no stranger to value unlocking.
In 2010, TEIL demerged its steam turbine division into Triveni Turbine Limited (TTL).
TTL was listed in late October 2011 and shortly thereafter dropped to ₹...
Burger King - A Turnaround play !
Five different companies. Five different sectors. Five different types of acquirers.
#1 - In late 2023, Cupid Ltd was taken over by a new set of promoters at ₹55 per share. The stock hit ₹527 within two years: A 9x return.
#2 – In 2016, B...
India's Nuclear Sector Deep-Dive
In 10 years, I think investors will look back at April 2026 the way we looked at early internet stocks in 1995 or Solar power in 2016.
Most will say: “It was right in front of me but but I still missed it”
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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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