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I am a Portfolio manager at Motiwala Capital. You can email me at adib@motiwalacapital.com. Read the about pageSubscribe to blog
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Monthly Archives: July 2010
Old School Value – Best Valuation spreadsheets
OldSchoolValue.com has some of the best resources for investors. Jae Jun who runs this excellent website has no formal education in Finance. He started by reading the classic book “The Intelligent Investor” by Ben Graham. From there he kept on … Continue reading
Posted in DCF, screener, Useful resources, valuation, value investing
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Tenets of Investing – James Montier
As I try to develop my investing philosopy and style, I read about other investors and thought leaders. I like the material put out by James Montier at GMO. In an earlier post, I provided a link to an article … Continue reading
Posted in Investing Rules, James Montier, value investing
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