Category Archives: value investing

An Introduction to Value Investing

I presented an Introduction to Value Investing to the students of the University of Texas at Dallas.

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

Patience: The Hard Part of Value Investing

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

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

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

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

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

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

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

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

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

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

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