Read two deep-dives a month, on businesses undergoing big positive change.
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Burger King - A Turnaround play !
Five different companies. Five different sectors. Five different types of acquirers.
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“Anyone who is tired of information overload looking for reliable source of high quality research on relatively undiscovered stocks
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Rahul Rao, CFA
Head of Fundamental ResearchMeet Rahul Rao, CFA
Rahul Rao is a CFA charterholder with over a decade of experience in corporate valuation, equity research, and macroeconomic analysis. Specializing in first-principles research, he focuses on discovering high-quality businesses undergoing structural inflection points and compounding capital over long horizons.
Previously, he managed portfolios at leading family offices and financial institutions, helping investors cut through market noise to build high-conviction equity portfolios.
First Principles Deep-Dives