Category Archives: value investing

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

Patience: The Hard Part of Value Investing

Posted on January 18, 2011 by Adib Motiwala

I came across an excellent value investing related website from a fund manager in Canada. The website is called Value Investigator by Michael Irwin who runs the ABC Funds in Canada They have a section where they provide commentary on … Continue reading →

Posted in value investing | 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 on Ten Rules of Value Investing by Zeke Ashton

In reply to “Ensco’s Dividends May Not Last Forever”

Posted on October 30, 2010 by Adib Motiwala

Yesterday, there was an article on the Motley Fool about Ensco’s (ESV) dividends. The article titled “Ensco’s Dividends May Not Last Forever started out by talking about the benefits of owning dividend paying stocks. This got me really interested as … Continue reading →

Posted in dividend investing, Stock analysis | Tagged | 3 Comments

Valero on the road to recovery

Posted on October 26, 2010 by Adib Motiwala

Via Bloomberg, “Valero Energy Corp., the largest U.S. oil refiner, beat analysts’ estimates and reported its second consecutive quarterly profit after rising prices for gasoline and other fuels outstripped the cost of crude. Net income for the quarter was $292 … Continue reading →

Posted in Cyclical, Stock analysis, valuation | Tagged | 3 Comments

Announcing the stock watch lists page

Posted on September 28, 2010 by Adib Motiwala

I have added a new page to the blog today. You may notice it on the top bar as the last link (as of Sept 28,2010). At this moment, the page contains the various stock watch lists I have created … Continue reading →

Posted in Portfolio Management, screener, value investing | Comments Off on Announcing the stock watch lists page

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 on Look-through earnings and portfolio tracking using Google Docs

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

Book Summary – The Little Book of Value Investing by Chris Browne

Posted on July 17, 2010 by Adib Motiwala

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 | Comments Off on Book Summary – The Little Book of Value Investing by Chris Browne