Author Archives: Adib Motiwala

About Adib Motiwala

Portfolio Manager at Motiwala Capital LLC

Motiwala Capital – Q2 2014 Letter to investors

Dear Investors, Motiwala Capital LLC has released the 2014 Q2 letter to investors. On an aggregate basis, our accounts returned 5.6% and 7.3% in Q2 and first half 2014, net after all fees and brokerage costs. Please contact me if … Continue reading

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Stock idea presented at ValueX Vail 2014

I just returned from Vail,Colorado. While there I visited the mind boggling beautiful Rocky Mountain National Park and attended the ValueX Vail investing conference in Vail. This was my second time attending the conference. Its hosted by Vitaliy Katnelson. I … Continue reading

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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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Motiwala Capital – Investor meeting March 23 2014

It was a great pleasure to present at the Motiwala Capital Investor meeting. Attached is the presentation from the Investor meeting held on March 23rd, 2014. If you are interested in our managed accounts, please contact me at adib @ … Continue reading

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Motiwala Capital – invitation to investor meeting 23rd March 2014 @2pm

It gives me great pleasure to invite you to Motiwala Capital’s Investor meeting. I will talk about my investment philosophy and process, past and current investments, lessons learnt and answer any questions. You are welcome to bring along friends/family who … Continue reading

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Video interview with Wally Weitz and Tom Russo

Link to WealthTrack interview with Tom Russo and Wally Weitz

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Motiwala Capital – 2013 Letter to investors

Dear Investors, Wishing everyone a happy and prosperous new year! Motiwala Capital LLC has released the 2013 annual letter to clients. Please contact me if you have any questions or comments. thanks Adib Motiwala Portfolio Manager

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Motiwala Capital – Managing Indian resident separate investment accounts now

We now have an avenue for Indian residents to invest up to $75,000 each financial year into US/International stocks. Motiwala Capital is offering the same separate accounts structure that we have managed since 2011. Please contact me at adib@motiwalacapital.com to … Continue reading

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