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I am a Portfolio manager at Motiwala Capital. You can email me at adib@motiwalacapital.com. Read the about pageSubscribe to blog
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Category Archives: Investing Legends
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
Posted in Howard Marks, Investing Legends
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Michael Price speaking at London Value Investor Conference
Recent video of Michael Price – super investor. Must watch!
Posted in Investing Legends, Michael Price
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An Inteview with Mario Gabelli
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
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Articles worth reading (4/15/2012)
“Buy the out-of-favor, the unpopular. Nobody can predict the market. Take that premise to heart and look to invest in dollar bills selling for 50¢. If you’re going to do your own research and investing, think value. Think downside risk. … Continue reading
Posted in Investing Legends
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Walter Schloss passed away at ripe age of 95
Walter Schloss passed away a couple of days back. He was 95. While Walter is not as famous as Buffett but he was an investor extraordinaire. His investing track record was 16% compound returns for 40+ years. And he did … Continue reading
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Excellent articles on two super investors
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
Posted in Investing Rules, Walter Schloss, William Ruane
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Investing rules of William Ruane
William John Ruane was born on Oct. 24, 1925, in a middle class neighborhood in Chicago, and grew up in the suburb of Oak Park, Ill. He graduated from the University of Minnesota in 1945 with a cum laude degree … Continue reading
Posted in Investing Rules, William Ruane
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Search strategy
To be successful in investing, one should have a good search strategy. Often I used to wonder where should I look for companies for doing further research and then investing in them. Here are some of the places I look … Continue reading
Look-through earnings and portfolio tracking using Google Docs
In my previous article titled “Using Google Docs to track your watchlist stocks“, I introduced how Google docs (spreadsheets) can be used to get current stock prices and various other parameters to manage a watch list of stocks. In this article … Continue reading
Posted in Portfolio Management, value investing, Warren Buffett, Zeke Ashton
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Video lectures at Columbia Business School
I found some excellent educational material on Columbia’s website. They have archived videos of guest lectures by world renowned investors such as Thomas Russo, Chris Browne, Michael Price, Glenn Greenberg, Mohnish Pabrai, Li Lu. The lectures are about 60-90 minutes … Continue reading
Posted in Mohnish Pabrai, Podcast, Tom Russo, Tweedy Browne, value investing
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