Author Archives: Adib Motiwala

About Adib Motiwala

Portfolio Manager at Motiwala Capital LLC

Idea presentation to Small Cap Investing Summit 2013

Posted on March 10, 2013 by Adib Motiwala

Value Conferences and Manual of Ideas organized an online conference on Feb 12/13 2013. The focus of this conference was on Small Cap Investing. There were about 5 live sessions for each of the two day conference and about 10 … Continue reading →

Posted in Motiwala Capital, Presentations, Stock analysis | Tagged | Comments Off on Idea presentation to Small Cap Investing Summit 2013

Buzz words to scare investors

Posted on March 3, 2013 by Adib Motiwala

Investors are constantly barraged from analysis from media outlets. Some of the big buzz words that had ‘experts’ hyperventilating were: Debt Ceiling Crisis (2011) Fiscal Cliff  (2012/2013) Sequestration (2013) — live on your favorite outlets right now Debt Ceiling (2013) … Continue reading →

Posted in Uncategorized | Comments Off on Buzz words to scare investors

Kohls ($KSS) – Research report

Posted on February 27, 2013 by Adib Motiwala

Here is an example of our research. Kohls Research Report Disclaimer: Accounts managed by Motiwala Capital had a long position in KSS at the time of this blog post.

Posted in Motiwala Capital, Stock analysis | Tagged | Comments Off on Kohls ($KSS) – Research report

Interview with Manual of Ideas

Posted on February 22, 2013 by Adib Motiwala
Posted in Motiwala Capital | Comments Off on Interview with Manual of Ideas

An Inteview with Mario Gabelli

Posted on February 22, 2013 by Adib Motiwala

a nice interview with the great Mario Gabelli. He talks about the Private Market Value with a catalyst approach that he is credited for. Watch it here

Posted in Investing Legends, Mario Gabelli | Comments Off on An Inteview with Mario Gabelli

Q4 2012 Letter to Clients

Posted on January 9, 2013 by Adib Motiwala

Dear Investors, Motiwala Capital LLC has released the quarterly letter to clients and prospective clients for the period October- December 2012. Please contact me if you have any questions or comments. thanks Adib Motiwala Portfolio Manager

Posted in Letters to Investors, Motiwala Capital | Comments Off on Q4 2012 Letter to Clients

Q3 2012 Letter to clients

Posted on October 3, 2012 by Adib Motiwala

Dear Friends, Attached is the quarterly letter to clients and prospective clients for the period July- September 2012. Please contact me if you have any feedback. thanks Adib Quarterly Letter – Q3 2012

Posted in Letters to Investors, Motiwala Capital | Comments Off on Q3 2012 Letter to clients

My views on GameStop ($GME) in response to an article

Posted on August 17, 2012 by Adib Motiwala

We have owned GameStop (GME) since the inception of Motiwala Capital in early 2011. The stock has been quite volatile going from $19-$20 when we bought to a high of $28 after Q4 2011 results on what seemed like a … Continue reading →

Posted in Stock analysis | Tagged | Comments Off on My views on GameStop ($GME) in response to an article

Danny DeVito Explaining Value Investing — Benjamin Graham Style

Posted on August 5, 2012 by Adib Motiwala

I don’t know which movie this clip is from but it quite well captures the essence of value investing…

Posted in Uncategorized | Comments Off on Danny DeVito Explaining Value Investing — Benjamin Graham Style

Q2 2012 Letter to Clients

Posted on July 9, 2012 by Adib Motiwala

Dear Friends, Attached is the quarterly letter to clients and prospective clients for the period April- June 2012. Please contact me if you have any feedback. thanks Adib Quarterly Letter -Q2 2012

Posted in Letters to Investors, Motiwala Capital | Comments Off on Q2 2012 Letter to Clients