Rahul Rao is an Equity Analyst. He bought his first stock in 2014 and has been active in the Indian stock market ever since. In his first job, he helped conduct one of the largest financial literacy sessions in the country between 2015 – 2021 for more than 1,50,000 investors. He helped start a family office for a 50-year-old conglomerate and worked at an AIF, focusing on small and mid-cap opportunities. He evaluates stocks using an evidence-based, first-principles approach as opposed to comforting narratives. Rahul is a CFA Charter holder. He also has a Bachelor’s degree in Aerospace Engineering.

March 25, 2025 07:34 IST
Avanti Feeds, India’s largest shrimp feed player, has struggled with profitability. However, an expansion in EBITDA margins for its shrimp feed segment has fueled a stock rally. But is this turnaround sustainable?
Tue, Mar 25, 2025
March 19, 2025 06:30 IST
Value investors often overlook paper companies, but JK Paper’s strong financials tell a different story. With value acquisitions and cost advantage, the company has built a strong foundation. But rising wood prices and import pressures could test its resilience.
Wed, Mar 19, 2025
March 11, 2025 08:01 IST
The microfinance sector's history shows that being the largest player can be fleeting. SKS Microfinance's dominance ended with the 2010 Andhra Pradesh crisis, and Bandhan Microfinance lost its top spot after becoming a bank in 2015. Now, CreditAccess Grameen faces a challenge in Karnataka, where a new ordinance is impacting its loan portfolio. While CAG expects the situation to stabilise within months, broader concerns raise questions about its long-term stability.
Tue, Mar 11, 2025
March 03, 2025 06:00 IST
Before the market-wide correction began in September 2024, India's microfinance sector was already showing signs of strain. A surge in IPOs between December 2023 and March 2024 hinted at a market peak, followed by sharp corrections. While some players have shown resilience, others have struggled with massive write-offs. With early signs of stabilising asset quality, the key question remains: Has the microfinance cycle bottomed out, or is more turbulence ahead?
Mon, Mar 03, 2025
February 26, 2025 06:00 IST
India is known as the ‘pharmacy of the world,’ dominating generic drug manufacturing. But now, the country is moving up the value chain, with firms expanding into research, clinical development, and contract manufacturing. One rising player is Blue Jet Healthcare. Could it be a compelling long-term investment?
Wed, Feb 26, 2025
February 18, 2025 08:40 IST
India may be pushing for a greener future, but coal still powers 72% of its electricity needs. As global narratives focus on renewables, Coal India remains a cash-generating giant — with a 7.2% dividend yield and growing institutional interest. But can the company sustain its momentum?
Tue, Feb 18, 2025
February 10, 2025 15:16 IST
HDFC Bank is showing signs of recovery after a prolonged period of stagnation. Despite weak Q3 results, its asset quality, loan-to-deposit ratio, and healthy deposit growth point to a potential turnaround.
Mon, Feb 10, 2025
January 28, 2025 12:34 IST
The rise of quick commerce is reshaping consumer behaviour, with many willing to pay for services like home delivery. DMart is facing challenges brought on by this shift. Will its focus on value endure the quick commerce wave, or is it on a secular decline? As competition rises, so do investor questions.
Tue, Jan 28, 2025


