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Anant Raj’s Data Centre value unlocking: Fact or fiction?
For most of its life, Anant Raj was a cautionary tale. Founded in 1969 and listed out of a clay-products business incorporated in 1985, it spent five decades assembling one of the largest land banks in Delhi-NCR, and a reputation for not doing very much with it.
India's Fastest Growing Whisky Brand Is About to Demerge from the Group's Sugar Mill Biz
At the Whiskies of the World Awards, an Indian single malt called Indri beat every Scotch, bourbon and Japanese malt on the table to be named Best in Show, Double Gold.
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“First Principles Deep-Dives is for 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