Dear Friends,
Attached is the quarterly letter to clients and prospective clients for the period July- September 2012. Please contact me if you have any feedback.
thanks
Adib
About
I am a Portfolio manager at Motiwala Capital. You can email me at adib@motiwalacapital.com. Read the about pageSubscribe to blog
Stocks mentioned
-
Recent Posts
Recent Comments
- Motiwala Capital – 2013 Letter to investors | Motiwala Capital | GregSpeicher on Motiwala Capital – 2013 Letter to investors
- Adib Motiwala on JAKK tender offer gives small investors a chance to make $200
- Bought 99 JAKK shares… | Alpha Vulture on JAKK tender offer gives small investors a chance to make $200
Archives
- February 2018 (1)
- September 2017 (1)
- October 2015 (1)
- August 2015 (1)
- May 2015 (1)
- April 2015 (2)
- January 2015 (2)
- October 2014 (1)
- July 2014 (1)
- June 2014 (1)
- April 2014 (3)
- March 2014 (1)
- February 2014 (2)
- January 2014 (1)
- December 2013 (1)
- November 2013 (2)
- September 2013 (1)
- July 2013 (1)
- June 2013 (1)
- May 2013 (1)
- April 2013 (2)
- March 2013 (4)
- February 2013 (3)
- January 2013 (1)
- October 2012 (1)
- August 2012 (2)
- July 2012 (2)
- May 2012 (3)
- April 2012 (3)
- March 2012 (2)
- February 2012 (2)
- January 2012 (2)
- November 2011 (1)
- October 2011 (1)
- June 2011 (6)
- May 2011 (9)
- March 2011 (1)
- January 2011 (10)
- October 2010 (4)
- September 2010 (7)
- August 2010 (11)
- July 2010 (12)
- June 2010 (10)
- April 2008 (2)
- March 2008 (3)
- February 2008 (1)
- January 2007 (1)
Categories
- Investing Legends (16)
- Ben Graham (1)
- George Soros (1)
- Howard Marks (1)
- Mario Gabelli (1)
- Michael Price (1)
- Peter Lynch (1)
- Seth Klarman (1)
- Sir John Templeton (1)
- Tweedy Browne (3)
- Walter Schloss (4)
- Warren Buffett (2)
- William Ruane (2)
- Investing Process (33)
- Behavioral Finance (1)
- Checklist (1)
- Investing Rules (12)
- Magic Formula (1)
- Option Strategy (2)
- Portfolio Management (4)
- portfolio sizing (1)
- screener (7)
- Search strategy (1)
- valuation (7)
- DCF (5)
- Modern value investors (19)
- Bruce Berkowitz (1)
- Canadian investors (5)
- James Montier (4)
- Joel Greenblatt (2)
- Mohnish Pabrai (2)
- Pat Dorsey (1)
- Tom Russo (3)
- Zeke Ashton (3)
- Motiwala Capital (36)
- Letters to Investors (19)
- Presentations (7)
- NYMEX (5)
- Stock analysis (24)
- tender offer (1)
- Uncategorized (17)
- Useful resources (19)
- value investing (27)
- Cyclical (2)
- dividend investing (1)
- Margin of safety (1)
- value line (3)
- Investing Legends (16)
