Monthly Archives: January 2011

Great investor Peter Cundhill passed away

Last week, the value investing world lost another great. Canadian investor, Peter Cundhill, passed away on January 24, 2011 at the age of 72. Mr. Cundhill lectured at the Richard Ivey School in 2005. Watch the video here. Learn more … Continue reading

Posted in Canadian investors | Comments Off

An Introduction to Value Investing

I presented an Introduction to Value Investing to the students of the University of Texas at Dallas.

Posted in Motiwala Capital, Presentations, value investing | 9 Comments

McElvaine Investment Management’s phiolosophy

I came across McElvaine Investment Management via another blog. Tim McElvaine is the founder and President of McElvaine Investment Management Ltd. Tim developed his value-oriented philosophy during his 12-year career with Peter Cundill & Associates Ltd. Peter Cundill, I have … Continue reading

Posted in Canadian investors, Investing Rules | 1 Comment

MakeMusic (MMUS) – Niche business with Free Cash Flow and solid balance sheet is music to my ears

I am participating in the Value Ideas Contest at I have submitted my long thesis on MakeMusic (MMUS) for the same. MakeMusic, Inc. founded in 1990 develops and markets proprietary music technology solutions under the Finale and SmartMusic brands. … Continue reading

Posted in Stock analysis | Tagged | 2 Comments

Patience: The Hard Part of Value Investing

I came across an excellent value investing related website from a fund manager in Canada. The website is called Value Investigator by Michael Irwin who runs the ABC Funds in Canada They have a section where they provide commentary on … Continue reading

Posted in value investing | 2 Comments

Wet Seal (WTSLA) is not my kind of stock

I was looking through this spreadsheet where I track the valuations of several retailers. Since I use a Google spreadsheet to track the data, the stock prices, EPS and P/E are automatically updated. Two of my current holdings, GameStop (GME) … Continue reading

Posted in Stock analysis | Tagged | 1 Comment

The Wisdom of great investors – Davis Advisors

David advisors have some excellent eduction material for investors on their website. Here is the summary of one such paper they put out which comes from the master investors. Avoid Self-Destructive Investor Behavior Chasing the hot-performing investment category or making … Continue reading

Posted in Investing Rules | Comments Off

The story of Francis Chou – extremely motivating

I can bet that most of you would not have heard of Francis Chou. He is one of the most successful fund managers in Canada. I recently saw a series of video talks on the website of the Richard Ivey … Continue reading

Posted in Canadian investors | 2 Comments

Ten Rules of Value Investing by Zeke Ashton

Every now and then I lose patience with some of my stocks. I see other folks trading in and out of the same stocks that I have held on to steadfastly because I believe they are under-valued. I start to … Continue reading

Posted in Investing Rules, value investing, Zeke Ashton | Comments Off

ABC Funds’ Ten Commandments of Value Investing

Irwin Michael, CFA manages ABC funds in Canada. They have an excellent website with good material. Read their value investing style and more on their website ( Their ten commandments are as below. I heard him talk to the students … Continue reading

Posted in Canadian investors, Investing Rules | Comments Off