Category Archives: Modern value investors

Video Lecture by Tim McElvaine Of McElvaine Investment Management

Posted on March 1, 2011 by Adib Motiwala

Tim McElvaine is the founder and President of McElvaine Investment Management Ltd. Tim established The McElvaine Investment Trust in 1996 and acquired The McElvaine Limited Partnership (previously Cundill Capital Limited Partnership) in the summer of 2000. Tim developed his value-oriented … Continue reading →

Posted in Canadian investors | 1 Comment

Great investor Peter Cundhill passed away

Posted on January 31, 2011 by Adib Motiwala

Last week, the value investing world lost another great. Canadian investor, Peter Cundhill, passed away on January 24, 2011 at the age of 72. Mr. Cundhill lectured at the Richard Ivey School in 2005. Watch the video here. Learn more … Continue reading →

Posted in Canadian investors | Comments Off

McElvaine Investment Management’s phiolosophy

Posted on January 24, 2011 by Adib Motiwala

I came across McElvaine Investment Management via another blog. Tim McElvaine is the founder and President of McElvaine Investment Management Ltd. Tim developed his value-oriented philosophy during his 12-year career with Peter Cundill & Associates Ltd. Peter Cundill, I have … Continue reading →

Posted in Canadian investors, Investing Rules | 1 Comment

The story of Francis Chou – extremely motivating

Posted on January 11, 2011 by Adib Motiwala

I can bet that most of you would not have heard of Francis Chou. He is one of the most successful fund managers in Canada. I recently saw a series of video talks on the website of the Richard Ivey … Continue reading →

Posted in Canadian investors | 2 Comments

Ten Rules of Value Investing by Zeke Ashton

Posted on January 10, 2011 by Adib Motiwala

Every now and then I lose patience with some of my stocks. I see other folks trading in and out of the same stocks that I have held on to steadfastly because I believe they are under-valued. I start to … Continue reading →

Posted in Investing Rules, value investing, Zeke Ashton | Comments Off

ABC Funds’ Ten Commandments of Value Investing

Posted on January 8, 2011 by Adib Motiwala

Irwin Michael, CFA manages ABC funds in Canada. They have an excellent website with good material. Read their value investing style and more on their website (http://valueinvestigator.com/en/). Their ten commandments are as below. I heard him talk to the students … Continue reading →

Posted in Canadian investors, Investing Rules | Comments Off

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

Video lectures at Columbia Business School

Posted on August 8, 2010 by Adib Motiwala

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 | 2 Comments

Mohnish Pabrai’s use of checklist in investing

Posted on July 19, 2010 by Adib Motiwala

I have been listening to the Guru Investors lectures and presentations on Columbia’s website.Today, I listened to a talk given by Mohnish Pabrai early this year. He talked about the idea of using a checklist that he runs against each of his new … Continue reading →

Posted in Checklist, Mohnish Pabrai, portfolio sizing | 2 Comments

Use of EBITDA in valuation

Posted on July 18, 2010 by Adib Motiwala

This summer I have taken a Private Equity course at the University of Texas at Dallas as part of my MBA coursework. In this course, the instructor employs case based discussions along with industry speakers. In the first few cases, we … Continue reading →

Posted in Tom Russo, valuation | 4 Comments