Monthly Archives: April 2014

Links of interest 4-27-2014

Posted on April 26, 2014 by Adib Motiwala

Some interesting material I came across in the last several weeks. I hope to post more of these going forward.. Value Investing and the art of doing nothing @ Undervalued Japan http://knowledge.wharton.upenn.edu/article/investor-howard-marks-luck-risks-job-got-away/ Howard Marks on his recent letter ‘Dare to … Continue reading →

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Motiwala Capital – Q1 2014 Letter to investors

Posted on April 22, 2014 by Adib Motiwala

Dear Investors, Motiwala Capital LLC has released the 2014 Q1 letter to investors. On an aggregate basis, our accounts returned 1.7% net after all fees and brokerage costs. Please read the letter where we discuss new positions, portfolio sell decisions. … Continue reading →

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Investor meetings in San Francisco (May 2 – May 5, 2014)

Posted on April 19, 2014 by Adib Motiwala

Greetings, I will be in the San Francisco area from May 2 to May 5, 2014 to meet current and potential investors. I have scheduled two investor presentations on May 3 (SFO) and May 4 (Mountain View). If you would … Continue reading →

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