Monthly Archives: June 2011

Western Digital Corp – A quality Business at a cheap price

Western Digital Corporation (“WDC”) was founded in 1970 and is headquartered in Irvine, California. WDC primarily engages in the design, development, manufacture, and sale of hard drives worldwide. The company’s hard drives are used in desktop computers, notebook computers, enterprise … Continue reading

Posted in Stock analysis | Tagged | Comments Off

Good article on Pandora IPO

My friend Henry wrote an article making fun of the valuation of Pandora. Read it here A company that cannot even cover its cost of goods sold (negative gross margin) is something I had not come across earlier. Needless to … Continue reading

Posted in Uncategorized | Comments Off

Stay in touch with us

I recently moved all the blog content from the old location at to here. For those of you who find it convenient to be notified when there is a new blog post, I have added the ability to subscribe … Continue reading

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Excellent articles on two super investors

Gurufocus is my favorite website for learning about all things related to investing. Many contributors (including yours truly) contribute articles on stock research, portfolio management, case studies or about the lessons from great investors. Here are two excellent articles that … Continue reading

Posted in Investing Rules, Walter Schloss, William Ruane | Comments Off

Learn from various Investment approaches

Here is a collection of some fund managers/funds whose investing philosophies serve as good source of learning/education/reference. If you have some others in mind, please add a comment to this post with the link and i will include it here. … Continue reading

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Won 1st place in the GuruFocus monthly Value idea contest started hosting a monthly value idea contest since Feb 2011. I participated in the first month with my write up on MakeMusic (MMUS). In May, I submitted my Cato Corp write up for the contest. I was pleasantly surprised … Continue reading

Posted in Motiwala Capital | 6 Comments