Author Archives: Adib Motiwala

About Adib Motiwala

Portfolio Manager at Motiwala Capital LLC

115 Profitable Investing Ideas eBook by Greg Speicher

Posted on February 3, 2012 by Adib Motiwala

Greg Speicher has an excellent blog. He just put a new eBook called “115 Profitable Investing Ideas” that contains a collection of ideas from the last two years of his investing blog. This one is a must print and keep … Continue reading →

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Top 21 Investments Blogs by Vuru

Posted on January 27, 2012 by Adib Motiwala

Vuru is an excellent analytical tool for investors. It has three main products (1) In-depth stock reports based on the fundamentals of the company and its valuations, covering over 5,500 stocks. (2) A simple yet powerful stock screener that allows … Continue reading →

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Q4 2011 Letter to Clients

Posted on January 3, 2012 by Adib Motiwala

Dec 2011 Report Dear Friends, This is our quarterly letter to clients for the period from October 2011 to December 2011. Global equity markets remained extremely volatile during this period just like the rest of the year. Portfolio activity We … Continue reading →

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Value Investing and Risk Management – a presentation

Posted on November 8, 2011 by Adib Motiwala

I recently presented to members of Global Association of Risk Professionals (GARP). Here is the presentation. Value Investing and Risk Management

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Q3 2011 Letter

Posted on October 3, 2011 by Adib Motiwala

September 2011 Report Dear Friends, This is our second quarterly letter to our clients for the period from July 2011 to September 2011. Global equity markets remained extremely volatile during the period. Events such as the delay in raising the … Continue reading →

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Western Digital Corp – A quality Business at a cheap price

Posted on June 25, 2011 by Adib Motiwala

Western Digital Corporation (“WDC”) was founded in 1970 and is headquartered in Irvine, California. WDC primarily engages in the design, development, manufacture, and sale of hard drives worldwide. The company’s hard drives are used in desktop computers, notebook computers, enterprise … Continue reading →

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Good article on Pandora IPO

Posted on June 16, 2011 by Adib Motiwala

My friend Henry wrote an article making fun of the valuation of Pandora. Read it here A company that cannot even cover its cost of goods sold (negative gross margin) is something I had not come across earlier. Needless to … Continue reading →

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Stay in touch with us

Posted on June 14, 2011 by Adib Motiwala

I recently moved all the blog content from the old location at http://adibmotiwala.wordpress.com to here. For those of you who find it convenient to be notified when there is a new blog post, I have added the ability to subscribe … Continue reading →

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Excellent articles on two super investors

Posted on June 14, 2011 by Adib Motiwala

Gurufocus is my favorite website for learning about all things related to investing. Many contributors (including yours truly) contribute articles on stock research, portfolio management, case studies or about the lessons from great investors. Here are two excellent articles that … Continue reading →

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Learn from various Investment approaches

Posted on June 10, 2011 by Adib Motiwala

Here is a collection of some fund managers/funds whose investing philosophies serve as good source of learning/education/reference. If you have some others in mind, please add a comment to this post with the link and i will include it here. … Continue reading →

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