Monthly Archives: July 2010

Netflix vs. GameStop

Posted on July 20, 2010 by Adib Motiwala

Let us look at two popular stocks among investors (both long and short). Lets start with Netflix (NFLX). Netflix, Inc. provides online movie rental subscription services in the United States. You can rent movies in the form of DVDs that … Continue reading →

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Mohnish Pabrai’s use of checklist in investing

Posted on July 19, 2010 by Adib Motiwala

I have been listening to the Guru Investors lectures and presentations on Columbia’s website.Today, I listened to a talk given by Mohnish Pabrai early this year. He talked about the idea of using a checklist that he runs against each of his new … Continue reading →

Posted in Checklist, Mohnish Pabrai, portfolio sizing | 2 Comments

Use of EBITDA in valuation

Posted on July 18, 2010 by Adib Motiwala

This summer I have taken a Private Equity course at the University of Texas at Dallas as part of my MBA coursework. In this course, the instructor employs case based discussions along with industry speakers. In the first few cases, we … Continue reading →

Posted in Tom Russo, valuation | 4 Comments

Book Summary – The Little Book of Value Investing by Chris Browne

Posted on July 17, 2010 by Adib Motiwala

I am presenting my summary of thebook “The Little Book of Value Investing” by Chris Browne. ChrisBrowne who passed away in 2009 was one of the great value investors over the past 30+ years.   Chapter 1 : : Buy … Continue reading →

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Lessons from – “The five rules for successful stock investing” by Pat Dorsey.

Posted on July 14, 2010 by Adib Motiwala

Pat Dorsey is the Director of Stock Analysis at Morningstar. ·        Picking individual stocks requires hard work,discipline and an investment of time (and money) ·        You need patience, an understanding ofaccounting and competitive strategy and a healthy dose of skepticism ·        Buying … Continue reading →

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Good companies v/s Good Investments

Posted on July 12, 2010 by Adib Motiwala

Brandes is a investment management firm that follows the value investing philosophy. I found a hand out on their site that explains that a good company is not necessarily a good investment. “One concept that value investors keep in mind … Continue reading →

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Walter Schloss: 16 Golden Rules of Investing

Posted on July 12, 2010 by Adib Motiwala

Walter Schloss is a well regarded value investor. Schloss took courses under Ben Graham and then worked for him in the Graham-Newman Partnership. In 1955, Schloss started his own investment management firm. Schloss averaged 15.3% compound returns over the course of … Continue reading →

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Valuing Cyclical Stocks – Valero Energy Corp (VLO)

Posted on July 9, 2010 by Adib Motiwala

Iam currently doing a review of all the holdings in my stock portfolio. Ithought it would be a good exercise to write down my thoughts in an articlehere. There are quite a few advantages to this. (1)It will help clarify … Continue reading →

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Lessons from “The Little Book of Behavioral Investing” by James Montier

Posted on July 7, 2010 by Adib Motiwala

Behavioral finance recognizes that there are psychological reasons for all investor decisions. Most seasoned investors will tell you that finding good companies is only part of the investing discipline. The tougher aspects of investing are controlling your emotions ( greed, fear) … Continue reading →

Posted in Behavioral Finance, Ben Graham, Books, Bruce Berkowitz, DCF, George Soros, James Montier, Sir John Templeton, value investing | 2 Comments

GuruFocus.com : Become a better investor by learning from Guru Invesors.

Posted on July 5, 2010 by Adib Motiwala

“A guru (Sanskrit: ????) is one who is regarded as having great knowledge, wisdom and authority in a certain area, and who uses it to guide others (teacher)” – Wikipedia.com GuruFocus.com is a value investing oriented website that focuses on the stock picks, portfolios and … Continue reading →

Posted in DCF, screener, Useful resources, value investing | Comments Off on GuruFocus.com : Become a better investor by learning from Guru Invesors.