3 Investment Themes We At AltG Are Building This Decade
By AltG Investment Research Lab On Behalf Of Poornima Vardhan & Taponeel Mukherjee "Bet on the horse, not the jockey" said Warren...
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AltG Investment Research Lab
Investment Research In Practise
Will TATA Motors Demerger Unlock Massive Value? The answer lies in the Balance Sheet
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee Tata Motors: Balance Sheets Matter, As Much As The Income Statement!...
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- Dec 15, 2023
$340 Million Udaan Fundraise: Is It A Lifeline Or Just Smoke And Mirrors?
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The recent news of Udaan’s $340 Million fundraise from M&G brings the...
By AltG Innovation Centre
- Dec 6, 2023
The Future Of Indian Healthcare Investments In The 21st Century
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The Indian healthcare sector is experiencing a surge in investments,...
By AltG Innovation Centre
- Nov 29, 2023
What Is The #1 Mistake Investors Make In India Again And Again?
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee India Is A Barbell Shaped Economy & Investment Landscape On the one...
By AltG Innovation Centre
- Nov 6, 2023
India's MVNO Industry- The $10 Billion Cable Cowboy Opportunity!
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee The recent news of Indian Telco majors Airtel and Vodafone...
By AltG Innovation Centre
- Oct 2, 2023
The Agilus Diagnostics IPO: What You Should Be Looking For In The 2nd Largest Indian Diagnostics?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee The 2nd largest Diagnostic service provider, Agilus...
By AltG Innovation Centre
- Sep 18, 2023
Barbeque Nation: A Secret $5Billion CDR Company Taking On QSR in India
By AltG Innovation Centre On Behalf Of Taponeel Mukherjee & Poornima Vardhan What’s Going On With Barbeque Nation? Barbeque Nation...
By AltG Innovation Centre
- May 19, 2023
India's Middle Class: World's Envy, India's Pride
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee These are some of the NYTimes headlines over the years: "1996:...
By AltG Innovation Centre
- Apr 10, 2023
3 Key Takeaways From Temasek's $2Bn Stake in Manipal Hospitals - India's Largest Healthcare PE Deal
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee As Published In CNBC 18: Link To Article...
By AltG Innovation Centre
- Apr 4, 2023
Ching's: Very Low Free Cash Flow, Very High Valuation
By AltG Research On Behalf of Taponeel Mukherjee and Poornima Vardhan Nestle's $1Billion Interest in General Atlantic-Controlled Ching's...
By AltG Innovation Centre
- Apr 3, 2023
What's Common To Macquarie And Bajaj Finance Besides A Market Cap Higher Than $40 Billion?
By AltG Research on behalf of Taponeel Mukherjee & Poornima Vardhan They both identified and financialised an asset to create a...
By AltG Innovation Centre
- Mar 29, 2023
Aditya Birla Capital to sell its Insurance Broking Arm to Samara Capital for an EV of INR 455 crore
By AltG Research On Behalf of Poornima Vardhan and Taponeel Mukherjee Benchmark Deal: Samara Capital has valued Aditya Birla Insurance...
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