Monthly Archives: June 2010

Value investing in Europe

Posted on June 29, 2010 by Adib Motiwala

EuroShareLab is a good website that I came across recently. Tim du Toit who runs this website, has an MBA from the US and he works in the banking and fund management industry in Germany. He puts outs a free … Continue reading →

Posted in James Montier, Seth Klarman, value investing, Zeke Ashton | 1 Comment

What has worked in investing – A paper by Tweedy Browne

Posted on June 27, 2010 by Adib Motiwala

This paper is  an excellent collection of research done by Tweedy Browne as well as other academic and professional research on what strategies have worked in equity investing over the last several decades. The approaches include buying companies trading at … Continue reading →

Posted in Tweedy Browne, value investing | 1 Comment

Good investing websites.

Posted on June 26, 2010 by Adib Motiwala

Here are a few websites that have excellent content for investors. Some of them cater to intermediate to advanced investors while some should be good even for entry level investors. http://www.oldschoolvalue.com/  : Value Investing, excellent free and paid spreadsheets, free screens, … Continue reading →

Posted in value investing | Comments Off on Good investing websites.

Wealthtrack – An excellent show / podcast to learn from professional investors

Posted on June 25, 2010 by Adib Motiwala

Consuelo Mack produces an excellent weekly half hour program on public television in the US called Wealthtrack. The show is also available on the website as well as via iTunes. Check out all the viewing options on this page. Typically, … Continue reading →

Posted in Podcast, Useful resources, value investing | Comments Off on Wealthtrack – An excellent show / podcast to learn from professional investors

Styles of investing.

Posted on June 23, 2010 by Adib Motiwala

Different investors have different styles of investing. Investing styles can be classified in various ways. One of the classifications is (a)Technical analysis (b)Fundamental analysisTechnical analysis means looking at the chart of the security and attempting to use past prices, volatility, trading … Continue reading →

Posted in Investing Process, value investing | Comments Off on Styles of investing.

Podcast from a professional value investor

Posted on June 22, 2010 by Adib Motiwala

Off late, I find myself reading a lot of material on investing in general and value investing in particular . A few months back, I was searching for podcasts on iTunes and came across this excellent podcast by a professional … Continue reading →

Posted in Podcast, Useful resources, value investing, value line | Comments Off on Podcast from a professional value investor

Good investing books

Posted on June 21, 2010 by Adib Motiwala

Here are some excellent books on investing. I have compiled this list from various sources such as professional investors, other blogs and some that I have read myself. The Intelligent Investor: The Definitive Book on Value Investing. A Book of … Continue reading →

Posted in Books, value investing | Comments Off on Good investing books

Magic formula for stock investing

Posted on June 20, 2010 by Adib Motiwala

Have you ever wondered if there was a magic formula that you could use to find winning stocks and invest in them and make handsome gains? Well, the good news is there is indeed such a formula. In the book … Continue reading →

Posted in Books, Joel Greenblatt, Magic Formula, value investing | 2 Comments

Value Investing

Posted on June 15, 2010 by Adib Motiwala

So what is Value Investing? In general, Value investing is described as paying 50 cents for a business worth $1. As per Wikipedia, Value investing is an investment paradigm that derives from the ideas on investment and speculation that Ben … Continue reading →

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The Dangers of DCF – with an example

Posted on June 8, 2010 by Adib Motiwala

James Montier who is a member of GMO’s asset allocation team (formerly at Societe Generale) had published this excellent piece about “The Dangers of DCF” in 2008. I came across this article last night. These and other excellent articles can … Continue reading →

Posted in DCF, James Montier, Margin of safety, Stock analysis, valuation | Comments Off on The Dangers of DCF – with an example