Author: Gautam Rastogi

  • Equity Research | narayana Hrudayalaya

    Growth drivers shaping the landscape of healthcare delivery in India: 𝘗𝘳𝘪𝘷𝘢𝘵𝘦 𝘩𝘰𝘴𝘱𝘪𝘵𝘢𝘭𝘴 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 ~70% 𝘰𝘧 𝘵𝘩𝘦 𝘩𝘦𝘢𝘭𝘵𝘩 𝘤𝘢𝘳𝘦 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘺 𝘮𝘢𝘳𝘬𝘦𝘵 𝘣𝘺 𝘷𝘢𝘭𝘶𝘦 (𝘶𝘱 𝘧𝘳𝘰𝘮 60% 𝘪𝘯 2016). 𝘞𝘪𝘵𝘩𝘪𝘯 𝘱𝘳𝘪𝘷𝘢𝘵𝘦, 90% 𝘰𝘧 𝘣𝘦𝘥 𝘤𝘢𝘱𝘢𝘤𝘪𝘵𝘺 𝘪𝘴 𝘶𝘯𝘰𝘳𝘨𝘢𝘯𝘪𝘻𝘦𝘥. 𝘞𝘪𝘵𝘩 𝘳𝘪𝘴𝘪𝘯𝘨 𝘪𝘯𝘤𝘰𝘮𝘦𝘴, 𝘵𝘩𝘦𝘳𝘦 𝘪𝘴 𝘢 𝘴𝘩𝘪𝘧𝘵 𝘪𝘯 𝘵𝘩𝘦 𝘱𝘳𝘦𝘧𝘦𝘳𝘦𝘯𝘤𝘦 𝘰𝘧 𝘱𝘢𝘵𝘪𝘦𝘯𝘵𝘴 𝘵𝘰 𝘮𝘰𝘷𝘦 𝘧𝘳𝘰𝘮 𝘶𝘯𝘰𝘳𝘨𝘢𝘯𝘪𝘻𝘦𝘥 𝘵𝘰 𝘭𝘢𝘳𝘨𝘦𝘳/𝘢𝘤𝘤𝘳𝘦𝘥𝘪𝘵𝘦𝘥 𝘩𝘰𝘴𝘱𝘪𝘵𝘢𝘭𝘴. While private…

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  • valuation and Equity Research – Interview Questions

    This linked document has the list of topics/questions that I have covered in my LinkedIn posts. A snapshot of the document is presented below

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  • Financial Statement Analysis

    If you want to learn Valuation and Equity Research, please subscribe to my YT channel and follow me on LinkedIn:   / gautamrastogi1 . Feel free to email me at gautamrastogi.investandrise@gmail.com or PM me on linkedin This education video series has 3 videos: Understanding the three Financial Statements | How the three statements are linked? Learning Objectives: Link…

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  • Equity Research | Agarwal Industrial Corp Ltd

    This blog post has links to my 3-video equity research series on Agarwal Industrial, an infra ancillary, which seems to be uniquely positioned to capture the road construction led bitumen import demand in India. If you want to learn Valuation and Equity Research, please subscribe to my YT channel and follow me on LinkedIn:   / gautamrastogi1   Feel…

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  • Equity Research | radiant Cash Management

    This blog post has links to my 3-video equity research series on Radiant Cash Management, a valuable logistics company in India. If you want to learn Valuation and Equity Research, please subscribe to my YT channel and follow me on LinkedIn:   / gautamrastogi1   Feel free to email me at gautamrastogi.investandrise@gmail.com or PM me on linkedin Video 1…

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