About
I am a Portfolio manager at Motiwala Capital. You can email me at adib@motiwalacapital.com. Read the about pageSubscribe to blog
Stocks mentioned
-
Recent Posts
Recent Comments
- Motiwala Capital – 2013 Letter to investors | Motiwala Capital | GregSpeicher on Motiwala Capital – 2013 Letter to investors
- Adib Motiwala on JAKK tender offer gives small investors a chance to make $200
- Bought 99 JAKK shares… | Alpha Vulture on JAKK tender offer gives small investors a chance to make $200
Archives
- February 2018 (1)
- September 2017 (1)
- October 2015 (1)
- August 2015 (1)
- May 2015 (1)
- April 2015 (2)
- January 2015 (2)
- October 2014 (1)
- July 2014 (1)
- June 2014 (1)
- April 2014 (3)
- March 2014 (1)
- February 2014 (2)
- January 2014 (1)
- December 2013 (1)
- November 2013 (2)
- September 2013 (1)
- July 2013 (1)
- June 2013 (1)
- May 2013 (1)
- April 2013 (2)
- March 2013 (4)
- February 2013 (3)
- January 2013 (1)
- October 2012 (1)
- August 2012 (2)
- July 2012 (2)
- May 2012 (3)
- April 2012 (3)
- March 2012 (2)
- February 2012 (2)
- January 2012 (2)
- November 2011 (1)
- October 2011 (1)
- June 2011 (6)
- May 2011 (9)
- March 2011 (1)
- January 2011 (10)
- October 2010 (4)
- September 2010 (7)
- August 2010 (11)
- July 2010 (12)
- June 2010 (10)
- April 2008 (2)
- March 2008 (3)
- February 2008 (1)
- January 2007 (1)
Categories
- Investing Legends (16)
- Ben Graham (1)
- George Soros (1)
- Howard Marks (1)
- Mario Gabelli (1)
- Michael Price (1)
- Peter Lynch (1)
- Seth Klarman (1)
- Sir John Templeton (1)
- Tweedy Browne (3)
- Walter Schloss (4)
- Warren Buffett (2)
- William Ruane (2)
- Investing Process (33)
- Behavioral Finance (1)
- Checklist (1)
- Investing Rules (12)
- Magic Formula (1)
- Option Strategy (2)
- Portfolio Management (4)
- portfolio sizing (1)
- screener (7)
- Search strategy (1)
- valuation (7)
- DCF (5)
- Modern value investors (19)
- Bruce Berkowitz (1)
- Canadian investors (5)
- James Montier (4)
- Joel Greenblatt (2)
- Mohnish Pabrai (2)
- Pat Dorsey (1)
- Tom Russo (3)
- Zeke Ashton (3)
- Motiwala Capital (36)
- Letters to Investors (19)
- Presentations (7)
- NYMEX (5)
- Stock analysis (24)
- tender offer (1)
- Uncategorized (17)
- Useful resources (19)
- value investing (27)
- Cyclical (2)
- dividend investing (1)
- Margin of safety (1)
- value line (3)
- Investing Legends (16)
Monthly Archives: August 2010
Automate your Google Search via Google Alerts
Google search is used extensively by everyone for almost anything. Some trivial examples include Search for a book, research company news, look up a person. Now, it would be good if there was a way to receive the Google Search … Continue reading
Posted in Useful resources
Comments Off on Automate your Google Search via Google Alerts
Look-through earnings and portfolio tracking using Google Docs
In my previous article titled “Using Google Docs to track your watchlist stocks“, I introduced how Google docs (spreadsheets) can be used to get current stock prices and various other parameters to manage a watch list of stocks. In this article … Continue reading
Posted in Portfolio Management, value investing, Warren Buffett, Zeke Ashton
Comments Off on Look-through earnings and portfolio tracking using Google Docs
Altman Z score – Predictor of bankruptcy
Wikipedia says “The Z-score formula for predicting bankruptcy was published in 1968 by Edward I. Altman, who was, at the time, an Assistant Professor of Finance at New York University. The formula may be used to predict the probability that … Continue reading
Posted in screener
3 Comments
Piotroski score – Find financially strong companies
University of Chicago Professor Piotroski created a nine criteria stock scoring system for evaluating a companies financial strength that could be determined from the financial statements. One point was awarded for each test that a stock passed. Piotroski classed any … Continue reading
A model to check earnings manipulation
Professor Messod Beneish at Indiana University created a mathematical model that uses financial ratios and eight variables to identify whether a company has manipulated its earnings.. In many ways it is similar to the Altman Z score, but optimised to … Continue reading
Posted in screener, Useful resources
1 Comment
Using Google Docs To Track Your Watchlist Stocks
Google Docs has made it very easy to track your portfolio and stocks online. They provide a simple way to retrieve the latest stock price, P/E ratio, Market cap and other attributes. You need a Google account to use this. … Continue reading
Posted in Portfolio Management
3 Comments
3 Value Ideas from TheValueGuys.com
Val at TheValueGuys.com podcasts a show every week where he picks three companies from the weeks Value Line. Val has an excellent show and I use the show to learn more about the companies he presents. It can be a … Continue reading
Posted in Stock analysis, Useful resources, value line
Tagged CRI, OXM, TJX
Comments Off on 3 Value Ideas from TheValueGuys.com
Netflix shares worth $140 or $90?
Netflix stock hit an all time high of $133.8 in trading today. Netflix stock has been on a tear since late 2008 from a low of $18 or so. Netflix recently announced a content agreement with Epix which will allow Netflix … Continue reading
Good post on company debt
Steve Alexander has written a good basic article on debt financing used by a company. Worth a read.
Posted in Uncategorized
Comments Off on Good post on company debt
Video lectures at Columbia Business School
I found some excellent educational material on Columbia’s website. They have archived videos of guest lectures by world renowned investors such as Thomas Russo, Chris Browne, Michael Price, Glenn Greenberg, Mohnish Pabrai, Li Lu. The lectures are about 60-90 minutes … Continue reading
Posted in Mohnish Pabrai, Podcast, Tom Russo, Tweedy Browne, value investing
2 Comments
