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Good articles

This page will contain links to articles that I find interesting and worth re-reading in the future. I think this is a good way to keep track of them.

  • Mark Sellers speech: Focus on the downside and let the upside take care of itself
  • Price is what matters in Investing
  • A Blueprint for Being a Lousy Investor
  • Investing checklist by EuroShareLab
  • Klarman on Value Investing
  • Klarman interview with Jason Zweig: Opportunities for Patient investors
  • An investor specializing in investing in the retail sector
  • What to look for in SEC filings?
  • How to read SEC Form 4
  • Insights From A Meeting With Mr. Greenblatt
  • Klarman Insights
  • Interview with Don Yacktman
  • Flexible valueinvesting by Yacktman
  • Interview With Mason Hawkins And Staley Cates Of Longleaf Funds – March 2011
  • When There’s No P/E, Use The “Other P/E”
  • Identifying and Investing In High Quality Small-Cap Companies – Royce Funds

Behavioral Investing

  • Excellent material from Prof Sanjay Bakshi on Confessions of a Value Investor- A Few Lessons in Behavioral Finance

Click here to see all the articles I have written for GuruFocus.com

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  • About

    I am a Portfolio manager at Motiwala Capital. You can email me at adib@motiwalacapital.com. Read the about page
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