Category Archives: Investing Legends

Articles worth reading (4/15/2012)

Posted on April 15, 2012 by Adib Motiwala

“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 →

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Walter Schloss passed away at ripe age of 95

Posted on February 22, 2012 by Adib Motiwala

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

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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Investing rules of William Ruane

Posted on May 19, 2011 by Adib Motiwala

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 | 1 Comment

Search strategy

Posted on September 14, 2010 by Adib Motiwala

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 →

Posted in screener, Search strategy, Useful resources, value investing, value line, Walter Schloss, Warren Buffett | 2 Comments

Look-through earnings and portfolio tracking using Google Docs

Posted on August 20, 2010 by Adib Motiwala

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 | Comments Off

Walter Schloss: 16 Golden Rules of Investing

Posted on July 12, 2010 by Adib Motiwala

Walter Schloss is a well regarded value investor. Schloss took courses under Ben Graham and then worked for him in the Graham-Newman Partnership. In 1955, Schloss started his own investment management firm. Schloss averaged 15.3% compound returns over the course of … Continue reading →

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Lessons from “The Little Book of Behavioral Investing” by James Montier

Posted on July 7, 2010 by Adib Motiwala

Behavioral finance recognizes that there are psychological reasons for all investor decisions. Most seasoned investors will tell you that finding good companies is only part of the investing discipline. The tougher aspects of investing are controlling your emotions ( greed, fear) … Continue reading →

Posted in Behavioral Finance, Ben Graham, Books, Bruce Berkowitz, DCF, George Soros, James Montier, Sir John Templeton, value investing | 2 Comments

Value investing in Europe

Posted on June 29, 2010 by Adib Motiwala

EuroShareLab is a good website that I came across recently. Tim du Toit who runs this website, has an MBA from the US and he works in the banking and fund management industry in Germany. He puts outs a free … Continue reading →

Posted in James Montier, Seth Klarman, value investing, Zeke Ashton | 1 Comment

Discussion on Insider Selling / Insider Buying

Posted on March 1, 2008 by Adib Motiwala

Today, in the SMIF meeting(@UTD) we had a good discussion about Insider trading and the merits / demerits of basing investing decisions based on that. There were 2 positions. One position was that if the insiders are selling more shares … Continue reading →

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