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Investment Philosophy

  • Value oriented, Bottom-up investing by researching one company at a time
  • Highest importance given to valuation and fundamentals of each company
  • Buy good businesses at below intrinsic value or great business at fair prices
  • Prefer growing companies with strong balance sheets, generating high returns on capital and consistent free cash flows
  • Avoid leverage, margin and shorting
  • Practice discipline and patience
  • Focus on absolute returns v/s relative returns
  • Always insist on a margin of safety
Motiwala Capital