Nepean Long Term Opportunities Fund II Investor Newsletter for 3QFY24 (4QCY23).Read Article
Nepean Capital Managing Partner Gautam Trivedi discusses the findings from his recent US trip.Read Article
.....at the expense of China, says Nepean Capital's Gautam Trivedi.Watch Video
Nepean Capital analyst Parth Sanghvi reflects on his trip to Ujjain, where he visited Spandana Sphoorty's branch and centers to get a feel for the company's on-the-ground operations.Read Article
Nepean Capital analyst Nicholas Rothman's in-depth look at India's three largest QSR pizza operators.Read Article
Varun Beverages is PepsiCo's primary franchisee in India. The company manufactures and distributes more than 90% of PepsiCo India's beverage volumes.Read Article
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