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AltG Investment Research Lab
Investment Research In Practise
AltG Investment Research Lab
Mar 12, 2024
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
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...
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By AltG Innovation Centre
Dec 11, 2023
OLA ELECTRIC IPO: Leading the Indian Electric Vehicle Industry or Embracing the Vinfast Approach?
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The news of a potential Ola Electric IPO once again brings into focus...
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By AltG Innovation Centre
Oct 23, 2023
Unlocking Value In The Consumer, Retail, And Logistics Sectors: The CAPEX To OPEX Opportunity
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee In today's world with a high cost of capital, Indian...
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By AltG Innovation Centre
Oct 23, 2023
The Secret Multi-Billion Dollar "Digital Infrastructure" Industry For India’s Consumer Market
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee "Data is the New Oil" is one of the most powerful...
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By AltG Innovation Centre
Sep 24, 2023
The Money Spinner: $10 Billion TATA - Haldiram's Deal
By AltG Innovation Centre On Behalf of Poornima Vardhan and Taponeel Mukherjee As published in ET Retail : https://bit.ly/45JoEus In the...
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By AltG Innovation Centre
Sep 21, 2023
TATA's Acquisition of Ching's: Not a Ka-Ching Moment!
By AltG Innovation Centre On Behalf Of Taponeel Mukherjee And Poornima Vardhan TATA's Acquisition Of Ching’s maker - Capital Foods...
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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...
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By AltG Innovation Centre
Aug 14, 2023
Decoding The Playbook For Generating Stellar Returns In India’s IPO Market
The APEXX Formula: Deciphering the Strategies Behind India's Transformative IPOs and their Impact on Investor Success
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By AltG Innovation Centre
Aug 7, 2023
Investment Tear Sheet: India's B2B Database Businesses
Investment Opportunity: Aggregating B2B database businesses across industries such as BSFI, Chemicals etc through a central platform With...
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By AltG Innovation Centre
Aug 4, 2023
The Blackstone-Cipla Deal: Platforms The Holy Grail Of India Investments
The big deals in Indian private equity over the last 12 months have had two common factors - Private Equity & Platforms in The Healthcare...
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By AltG Innovation Centre
Aug 4, 2023
India's Missing Middle 'Platforms': Unveiling the Untapped Goldmine That Could Change Everything!
Warren Buffett's timeless wisdom echoes loud and clear in India's private markets, where simplicity and overlooked opportunities hold the...
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By AltG Innovation Centre
Jul 24, 2023
Indian Corporate Carve-Outs: Why Major Companies are Spinning Off to Soar to New Heights!
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee Monday kicks off with a flurry of activity in the world of Indian...
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By AltG Innovation Centre
Jul 17, 2023
Venture Debt In Indian Startups: The Valley Of Death Or The Promised Land?
By AltG Research On Behalf Of Taponeel Mukherjee & Poornima Vardhan The last three years have seen a proliferation of venture debt into...
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By AltG Innovation Centre
Jul 15, 2023
The Top 3 Trends Private Equity Should Be Watching in H2 2023
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee The last 6 months have been rather busy for private equity in India...
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By AltG Innovation Centre
Jul 3, 2023
SENSEX vs BSE: The “Capital Allocation” Multi-Baggers
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee As we cross the half-year mark, the SENSEX Stock Market Index reached...
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By AltG Innovation Centre
Jun 22, 2023
What The Wall Street Journal Does Not Understand About India?
By AltG Research on behalf of Poornima Vardhan & Taponeel Mukherjee What Does The WSJ Say? In an article published yesterday by The Wall...
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By AltG Innovation Centre
Jun 19, 2023
$1Trillion India’s Private Markets: Pay-To-Play
By AltG Research On Behalf Of Taponeel Mukherjee & Poornima Vardhan How much would you have today if you had invested $2 Million in Bajaj...
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By AltG Innovation Centre
Jun 12, 2023
"India's Private Companies Everywhere, But Not A Deal In Sight: The $10 Trillion Dilemma!"
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee As our team wrote today's newsletter, our analyst ran an online...
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By AltG Innovation Centre
May 30, 2023
World's Most Expensive $100Bn Lesson For Investors: Offline Is The Battlefield For Indian Commerce
By AltG Research On Behalf Of Taponeel Mukherjee & Poornima Vardhan In the latest e-commerce bloodbath, Glance - with total fundraising...
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