Monthly Archives: April 2014

Links of interest 4-27-2014

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

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)

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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