Author Archives: Adib Motiwala

About Adib Motiwala

Portfolio Manager at Motiwala Capital LLC

Podcast from a professional value investor

Off late, I find myself reading a lot of material on investing in general and value investing in particular . A few months back, I was searching for podcasts on iTunes and came across this excellent podcast by a professional … Continue reading

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Good investing books

Here are some excellent books on investing. I have compiled this list from various sources such as professional investors, other blogs and some that I have read myself. The Intelligent Investor: The Definitive Book on Value Investing. A Book of … Continue reading

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Magic formula for stock investing

Have you ever wondered if there was a magic formula that you could use to find winning stocks and invest in them and make handsome gains? Well, the good news is there is indeed such a formula. In the book … Continue reading

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Value Investing

So what is Value Investing? In general, Value investing is described as paying 50 cents for a business worth $1. As per Wikipedia, Value investing is an investment paradigm that derives from the ideas on investment and speculation that Ben … Continue reading

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The Dangers of DCF – with an example

James Montier who is a member of GMO’s asset allocation team (formerly at Societe Generale) had published this excellent piece about “The Dangers of DCF” in 2008. I came across this article last night. These and other excellent articles can … Continue reading

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Participated in NYMEX Open Outcry 2008 (Houston)

I just came back from Houston from the NYMEX OpenOutcry competition. This was phase 2 of the NYMEX Commodities challenge 2008. Earlier in the day, they announced the results of phase 1 which was the desktop trading event. I was … Continue reading

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Won 1st place in NYMEX Desktop trading (Final Results)

I am extremely happy to state that I was part of a team that stood 1st in the NYMEX Commodities Challenge 2008.In a competition that started out with 29 teams over 5 weeks, UTD Grad and UTD Undergrad teams ranked … Continue reading

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4th place finish in NYMEX Commodities Challenge 2008 (Round 1)

March 14, 2008 was the last day of the first round of the NYMEX Commodities Challenge 2008.I represented UTD Grad team in this competition. It is with great pride that I announce the results of the first round of the … Continue reading

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Lessons learnt from Commodities trading

I have been participating in the NYMEX Commodities challenge 2008.The standing as of March 12,2008 were posted here. I have learnt that trading futures contracts of commodities is not for the faint of heart. The markets are so volatile and … Continue reading

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Discussion on Insider Selling / Insider Buying

Today, in the SMIF meeting(@UTD) we had a good discussion about Insider trading and the merits / demerits of basing investing decisions based on that. There were 2 positions. One position was that if the insiders are selling more shares … Continue reading

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