I just returned from Vail,Colorado. While there I visited the mind boggling beautiful Rocky Mountain National Park and attended the ValueX Vail investing conference in Vail. This was my second time attending the conference. Its hosted by Vitaliy Katnelson.
I got a chance to meet many smart investors who were very humble and encouraging. I made some new friends and had a blast. I had the privilege to give a presentation as well. I talked about a company in my accounts. Blucora. Here is the presentation
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.
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 firstname.lastname@example.org.
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.
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
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.
Date: 23rd March 2014 (Sunday)
Time: 2PM-4PM ( will be around till 4:45 PM)
West Irving Library
4444 W.Rochele Rd
Dial In Information : https://www.startmeeting.com/wall/565-631-522
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.
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 email@example.com to know more.
You can read our past quarterly letters and some research reports here
Please find the slides from the investor meeting here :