Teaching Note on Cochin Shipyard

I go to Flame University every year to teach undergraduate students a course called “FINC362: Case Studies in Business and Investment Analysis.” These case studies are based on real businesses; sometimes, the coverage is real-time. In early 2022, while delivering this course, I devoted class sessions 15 to 18 to two cases on investing in… Continue reading Teaching Note on Cochin Shipyard

Teaching Note on RITES Limited

On 18 December 2019, fellow value investor and friend Abhishek Basumullick came to my class in MDI to deliver a guest lecture. Among many businesses Abhishek covered, he spoke about RITES Limited, a company whose stock was listed in July 2018. Since I also liked RITES, both of us spoke about the business in detail… Continue reading Teaching Note on RITES Limited

Case Study on MSTC

Twice a year, I go to Flame Investment Lab at Flame University to teach a program called “Case Studies in Business and Investment Analysis.” These case studies are based on real businesses and sometimes the coverage is also in real time. In June 2023, I presented several case studies, including one on MSTC. In this… Continue reading Case Study on MSTC

Case Study on IRFC

Twice a year, I go to Flame Investment Lab at Flame University to teach a program called “Case Studies in Business and Investment Analysis.” These case studies are based on real businesses and sometimes the coverage is also in real time. In June 2022, I presented several cases, including one on IRFC. In this post,… Continue reading Case Study on IRFC