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I am a Portfolio manager at Motiwala Capital. You can email me at adib@motiwalacapital.com. Read the about pageSubscribe to blog
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Category Archives: value investing
Good companies v/s Good Investments
Brandes is a investment management firm that follows the value investing philosophy. I found a hand out on their site that explains that a good company is not necessarily a good investment. “One concept that value investors keep in mind … Continue reading
Posted in value investing
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Walter Schloss: 16 Golden Rules of Investing
Walter Schloss is a well regarded value investor. Schloss took courses under Ben Graham and then worked for him in the Graham-Newman Partnership. In 1955, Schloss started his own investment management firm. Schloss averaged 15.3% compound returns over the course of … Continue reading
Posted in Investing Rules, value investing, Walter Schloss
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Valuing Cyclical Stocks – Valero Energy Corp (VLO)
Iam currently doing a review of all the holdings in my stock portfolio. Ithought it would be a good exercise to write down my thoughts in an articlehere. There are quite a few advantages to this. (1)It will help clarify … Continue reading
Posted in Cyclical, Stock analysis
Tagged VLO
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Lessons from “The Little Book of Behavioral Investing” by James Montier
Behavioral finance recognizes that there are psychological reasons for all investor decisions. Most seasoned investors will tell you that finding good companies is only part of the investing discipline. The tougher aspects of investing are controlling your emotions ( greed, fear) … Continue reading
GuruFocus.com : Become a better investor by learning from Guru Invesors.
“A guru (Sanskrit: ????) is one who is regarded as having great knowledge, wisdom and authority in a certain area, and who uses it to guide others (teacher)” – Wikipedia.com GuruFocus.com is a value investing oriented website that focuses on the stock picks, portfolios and … Continue reading
Posted in DCF, screener, Useful resources, value investing
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Old School Value – Best Valuation spreadsheets
OldSchoolValue.com has some of the best resources for investors. Jae Jun who runs this excellent website has no formal education in Finance. He started by reading the classic book “The Intelligent Investor” by Ben Graham. From there he kept on … Continue reading
Posted in DCF, screener, Useful resources, valuation, value investing
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Tenets of Investing – James Montier
As I try to develop my investing philosopy and style, I read about other investors and thought leaders. I like the material put out by James Montier at GMO. In an earlier post, I provided a link to an article … Continue reading
Posted in Investing Rules, James Montier, value investing
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Value investing in Europe
EuroShareLab is a good website that I came across recently. Tim du Toit who runs this website, has an MBA from the US and he works in the banking and fund management industry in Germany. He puts outs a free … Continue reading
Posted in James Montier, Seth Klarman, value investing, Zeke Ashton
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What has worked in investing – A paper by Tweedy Browne
This paper is an excellent collection of research done by Tweedy Browne as well as other academic and professional research on what strategies have worked in equity investing over the last several decades. The approaches include buying companies trading at … Continue reading
Posted in Tweedy Browne, value investing
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Good investing websites.
Here are a few websites that have excellent content for investors. Some of them cater to intermediate to advanced investors while some should be good even for entry level investors. http://www.oldschoolvalue.com/ : Value Investing, excellent free and paid spreadsheets, free screens, … Continue reading
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