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Adib Motiwala  Adib Motiw

  • Totally has 2659 visits
  • Considering $GYMB, $CRI and $PLCE appear cheap and value stocks »

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  • rgarga 2012-08-29 14:45

    I am thinking of starting a small fund as well. Would like to talk to you and share ideas. Could you call me at 7066760284 or I can call you if you give me your number?

  • John Emerson 2011-11-01 01:03
    [email protected],  I cant seem to get the message to load.  Please excuse the redundancy if you are gettig the message.
  • davidchulak 2011-06-26 05:34
    Adib Motiwala: Hi David,

    thanks for your reply. Is it possible to get your email. this is a bit cumbersome.

    mine is [email protected]
    Sure Adib.  Just discovered we aren't that far from each other.  I live in Arlington, TX

    [email protected]
  • davidchulak 2011-06-03 12:17
    Adib Motiwala : Hi David, Does the other P/E method make sense even if the company has a 'E', but recent profit margins are peakish....? Sorry for not answering sooner.  My computer had the "blue screen of death" and I was out of touch for a few days. I tried to be very cautious in my explanation.  I like using 3 yield numbers (see below) because of the possible differences that may show up..  What is interesting is that there are several " ...
  • gurufocus 2010-08-25 04:10
    Adib Motiwala: How do you find the other person. Using his name or username or search?
    You can go to Friends, and click Search, there are a lot of search options in the page.

» More Messages

All Adib Motiwala's Activities

  • Adib Motiwala commented on Thomas Macpherson's article 2 hr ago
    Are We Value Investors?
    We were recently talking to a fellow investment manager and somewhere in the conversation - quite nonchalantly - they mentioned that we weren't...
    View all 5 comments
    Adib Motiwala 08-02 23:29
    • Disney is up what 250% + dividends in 5 years? Was that not 50% off in hindsight. Remember, not everything looks statistically cheap on a trailing basis for an investor to realize its a bargain. Yes, the multiple has expanded greatly with improved profits. But clearly it was depressed.

      Such investing is nuanced and takes experience. 

      This is a good article and worth thinking about. Bucketing value investing , GARP or growth based on multiples or kinds of companies.

      Being open minded and constantly looking and improving and doing self analysis to see one can develop is a must.

      thanks for sharing your thoughts and all the folks who commented

  • Adib Motiwala commented on Charles Sizemore's article 07-29 17:21
    Stocks With “Too Much” Cash…and What They’re Doing With It
    They say that money can’t buy happiness. Well, that may or may not be true, but of one thing I am certain: Money buys you options. When you’re...
    View all 1 comment
    Adib Motiwala 07-29 18:21
    • Why in the world would Google buy a money losing company such as Twitter ? Its own stock is a much better investment. I would favor a dividend and option offsetting buybacks at the very least. 
  • Adib Motiwala commented on Thomas Macpherson's article 07-21 22:03
    The Overreaction Hypothesis
    DISCLOSURE: We are long SWI In 1863 during the battle of Gettysburg, Union general Daniel Sickles decided to move his troops far in advance of the...
    View all 1 comment
    Adib Motiwala 07-21 23:03
    • Hi Thomas,

      I see $255m Cash and investments. Where do you get $542m from?

      Also, a large part of Cash flow is stock comp expense. $25m in 6months out of $92m in OCF. The growth and margins and FCF conversion is great. Does the growth make up for the higher valuation at the moment?


      thanks for sharing the idea

  • Adib Motiwala created a new poll 08-15 17:35
    Favorite investing website
  • Adib Motiwala wrote a new blog 08-15 13:57
    3 Value Ideas from thevalueguys.com
    3 Value Ideas from thevalueguys.com Val at TheValueGuys.com podcasts a show every week where he picks three companies from the
  • Adib Motiwala uploaded a new picture 08-15 13:57
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