Motiwala Capital LLC
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 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
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