Links of interest 4-27-2014

Some interesting material I came across in the last several weeks. I hope to post more of these going forward..

Value Investing and the art of doing nothing @ Undervalued Japan

http://knowledge.wharton.upenn.edu/article/investor-howard-marks-luck-risks-job-got-away/

Howard Marks on his recent letter ‘Dare to be Different’

Posted in Howard Marks, Investing Legends | Comments Off

Motiwala Capital – Q1 2014 Letter to investors

Dear Investors,

Motiwala Capital LLC has released the 2014 Q1 letter to investors. On an aggregate basis, our accounts returned 1.7% net after all fees and brokerage costs.

Please read the letter where we discuss new positions, portfolio sell decisions.

Please contact me if you have any questions or comments.

thanks
Adib Motiwala
Portfolio Manager

Posted in Letters to Investors, Motiwala Capital | Comments Off

Investor meetings in San Francisco (May 2 – May 5, 2014)

Greetings,

I will be in the San Francisco area from May 2 to May 5, 2014 to meet current and potential investors. I have scheduled two investor presentations on May 3 (SFO) and May 4 (Mountain View). If you would like to attend either of these presentations or schedule a separate meeting, please email me at adib@motiwalacapital.com.
The current schedule is
May 3 – Investor meeting in SFO (12 PM – 2 PM)
May 4 – Investor meeting in Mountain View (3 PM – 4:30 PM)

If you are a fellow investor who wants to catch up on investment ideas, please do drop me a line.

Sincerely
Adib Motiwala

Posted in Uncategorized | Comments Off

Motiwala Capital – Investor meeting March 23 2014

It was a great pleasure to present at the Motiwala Capital Investor meeting. Attached is the presentation from the Investor meeting held on March 23rd, 2014.

If you are interested in our managed accounts, please contact me at adib @ motiwalacapital.com

thanks
Adib Motiwala

Posted in Motiwala Capital, Presentations | Comments Off

Motiwala Capital – invitation to investor meeting 23rd March 2014 @2pm

It gives me great pleasure to invite you to Motiwala Capital’s Investor meeting. I will talk about my investment philosophy and process, past and current investments, lessons learnt and answer any questions.

You are welcome to bring along friends/family who may be interested.Light refreshments and snacks will be served.

I will have a conference line open for people who want to dial in. Please indicate if you plan to attend remotely.

RSVP HERE

Date: 23rd March 2014 (Sunday)
Time: 2PM-4PM ( will be around till 4:45 PM)
Location:
West Irving Library
4444 W.Rochele Rd
Irving
Texas 75062

Dial In Information : https://www.startmeeting.com/wall/565-631-522

Posted in Motiwala Capital | Comments Off

Video interview with Wally Weitz and Tom Russo

Link to WealthTrack interview with Tom Russo and Wally Weitz

Posted in Modern value investors, Tom Russo, Videos | Comments Off

Motiwala Capital – 2013 Letter to investors

Dear Investors,

Wishing everyone a happy and prosperous new year!

Motiwala Capital LLC has released the 2013 annual letter to clients. Please contact me if you have any questions or comments.

thanks
Adib Motiwala
Portfolio Manager

Posted in Letters to Investors, Motiwala Capital | 1 Comment

Motiwala Capital – Managing Indian resident separate investment accounts now

We now have an avenue for Indian residents to invest up to $75,000 each financial year into US/International stocks. Motiwala Capital is offering the same separate accounts structure that we have managed since 2011. Please contact me at adib@motiwalacapital.com to know more.

You can read our past quarterly letters and some research reports here

Posted in Motiwala Capital | Comments Off

Motiwala Capital – Investor meeting presentation – Sept 2013

Please find the slides from the investor meeting here :

thanks
Adib Motiwala

Posted in Motiwala Capital, Presentations | Comments Off

Q3 2013 Letter to investors

Dear Investors,

Motiwala Capital LLC has released the quarterly letter to clients for the period July– September 2013. Please contact me if you have any questions or comments.

thanks
Adib Motiwala
Portfolio Manager

Posted in Letters to Investors, Motiwala Capital | Comments Off