Author Archives: Adib Motiwala

About Adib Motiwala

Portfolio Manager at Motiwala Capital LLC

Motiwala Capital – Investor meeting presentation – Sept 2013

Posted on November 16, 2013 by Adib Motiwala

Please find the slides from the investor meeting here : thanks Adib Motiwala

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Q3 2013 Letter to investors

Posted on November 4, 2013 by Adib Motiwala

Dear Investors, Motiwala Capital LLC has released the quarterly letter to clients for the period July– September 2013. Please contact me if you have any questions or comments. thanks Adib Motiwala Portfolio Manager

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Next buzz word – Tapering

Posted on September 4, 2013 by Adib Motiwala

In a past article, Buzz Words to scare Investors, I mentioned some of the buzz words in the financial media that are often used to scare away investors. In the past we have seen ‘Debt Ceiling’, ‘Fiscal Cliff’, ‘Sequestration’. Recently, … Continue reading →

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Q2 2013 Letter to Clients

Posted on July 7, 2013 by Adib Motiwala

Dear Investors, Motiwala Capital LLC has released the quarterly letter to clients for the period April – June 2013. Please contact me if you have any questions or comments. thanks Adib Motiwala Portfolio Manager

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Michael Price speaking at London Value Investor Conference

Posted on June 28, 2013 by Adib Motiwala

Recent video of Michael Price – super investor. Must watch!

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Interview with Joel Greenblatt

Posted on May 10, 2013 by Adib Motiwala

Recent video interview with Joel GreenBlatt – extraordinary investor. Author of “You can be a stock market genius” – best book on special situation investing and “The little book that beats the market” (called ‘Magic Formula’ investing).

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A good inverview with Steven Romick

Posted on April 21, 2013 by Adib Motiwala

Interview with Steven Romick, an excellent investor with FPA Funds

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Q1 2013 Letter to Clients

Posted on April 3, 2013 by Adib Motiwala

Dear Investors, Motiwala Capital LLC has released the quarterly letter to clients for the period January – March 2013. Please contact me if you have any questions or comments. thanks Adib Motiwala Portfolio Manager

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An example of capital allocation – Gamestop ($GME)

Posted on March 28, 2013 by Adib Motiwala

When I was learning about serious investing a few years back, I heard and read about many things. Cash Flow, Free Cash Flow, Management, Business, Valuation, Price, Margin of Safety, strong balance sheet, ROIC and so on. One of my … Continue reading →

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Motiwala Capital performance now available

Posted on March 18, 2013 by Adib Motiwala

Recently we completed two years of managing clients’ accounts at Motiwala Capital. We are pleased with the results so far. Ofcourse, the rising market has helped a great deal. In fact, it may be difficult to distinguish skill v/s luck … Continue reading →

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