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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: Useful resources
How to become a better investor – Greg Speicher
I have followed Greg Speicher’s excellent blog for almost 2 years time. I highly recommend his blog to all investors. He blogs on investment process, other successful investors, posts a weekly links of interest among other topics. Greg recently published … Continue reading
Posted in Books, Investing Process
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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
Automate your Google Search via Google Alerts
Google search is used extensively by everyone for almost anything. Some trivial examples include Search for a book, research company news, look up a person. Now, it would be good if there was a way to receive the Google Search … Continue reading
Posted in Useful resources
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A model to check earnings manipulation
Professor Messod Beneish at Indiana University created a mathematical model that uses financial ratios and eight variables to identify whether a company has manipulated its earnings.. In many ways it is similar to the Altman Z score, but optimised to … Continue reading
Posted in screener, Useful resources
1 Comment
3 Value Ideas from TheValueGuys.com
Val at TheValueGuys.com podcasts a show every week where he picks three companies from the weeks Value Line. Val has an excellent show and I use the show to learn more about the companies he presents. It can be a … Continue reading
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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Book Summary – The Little Book of Value Investing by Chris Browne
I am presenting my summary of thebook “The Little Book of Value Investing” by Chris Browne. ChrisBrowne who passed away in 2009 was one of the great value investors over the past 30+ years. Chapter 1 : : Buy … Continue reading
Posted in Books, Tweedy Browne, value investing
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Lessons from – “The five rules for successful stock investing” by Pat Dorsey.
Pat Dorsey is the Director of Stock Analysis at Morningstar. · Picking individual stocks requires hard work,discipline and an investment of time (and money) · You need patience, an understanding ofaccounting and competitive strategy and a healthy dose of skepticism · Buying … Continue reading
Posted in Books, Pat Dorsey
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Lessons from “The Little Book of Behavioral Investing” by James Montier
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
GuruFocus.com : Become a better investor by learning from Guru Invesors.
“A guru (Sanskrit: ????) is one who is regarded as having great knowledge, wisdom and authority in a certain area, and who uses it to guide others (teacher)” – Wikipedia.com GuruFocus.com is a value investing oriented website that focuses on the stock picks, portfolios and … Continue reading
Posted in DCF, screener, Useful resources, value investing
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