Category Archives: Motiwala Capital

Letters to clients, presentations, research reports

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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Won 1st place in the GuruFocus monthly Value idea contest

Posted on June 8, 2011 by Adib Motiwala

GuruFocus.com started hosting a monthly value idea contest since Feb 2011. I participated in the first month with my write up on MakeMusic (MMUS). In May, I submitted my Cato Corp write up for the contest. I was pleasantly surprised … Continue reading →

Posted in Motiwala Capital | 6 Comments

The report that started a long journey

Posted on May 24, 2011 by Adib Motiwala

In March 2010 while I was completing my MBA, I started learning about equity analysis and research. I wrote a couple of reports and sent it to a bunch of people ( all my friends and some people in the … Continue reading →

Posted in Motiwala Capital, Stock analysis | Tagged | 8 Comments

An Introduction to Value Investing

Posted on January 27, 2011 by Adib Motiwala

I presented an Introduction to Value Investing to the students of the University of Texas at Dallas. [scribd id=47702545 key=key-4wxq8r7g80mf28nwin9 mode=slideshow]

Posted in Motiwala Capital, Presentations, value investing | 9 Comments