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Adib Motiwala
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I am the President and Portfolio Manager at Motiwala Capital LLC, a Registered Investment Advisor in the state of Texas. I employ a value oriented investment philosophy. I look for quality companies that have strong balance sheets, produce stable free cashflow and generate above average returns... More
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  • Motiwala Capital Investor Meeting - March 2014 3 comments
    Mar 27, 2014 4:29 PM

    Motiwala Capital is a registered investment advisor in Texas. We had our investor meeting recently. We presented our investment philosophy and process, talked about 2013 results. We gave examples of past winners and current investment ideas.

    motiwalacapital.com/wp/wp-content/upload...

    Please note that we own positions in these stocks. This is presented for education / information sharing purposes only. please do your own research. Past performance does not gurantee future results.

    Disclosure: I am long CNRD, ORCL, VOD, OUTR.

    Additional disclosure: I am long many of the stocks mentioned in this article.

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Comments (3)
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  • J Mintzmyer
    , contributor
    Comments (5573) | Send Message
     
    Congrats on another good year.

     

    Your #2 purchase was BCOR wasn't it? I'd be very careful there.

     

    Otherwise, no bones to pick. Great move on WDC, I was too greedy when it was in mid-$20s and wanted to capture it 'cheaper.' Haha- yeah right.

     

    ORCL is on my screen also.
    27 Mar 2014, 06:31 PM Reply Like
  • Adib Motiwala
    , contributor
    Comments (262) | Send Message
     
    Author’s reply » thanks. whats the issue with BCOR
    29 Mar 2014, 02:02 AM Reply Like
  • Thomas Lott
    , contributor
    Comments (676) | Send Message
     
    Congrats good presentation. BCOR will work I think am keeping a little dry powder to add more 16 is my downside case in a year, upside to 30 tho.
    29 Mar 2014, 09:55 AM Reply Like
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