A Quick, Easy Table you Might Want To Add To Your Checklist

A Quick, Easy Table you Might Want To Add To Your Checklist

Got a really good tip that you should try implementing yourself.

First, let me introduce Adib Motiwala.

Adib Motiwala of Motiwala Capital

He is a portfolio manager, fellow blogger, friend and former Old School Value member, at Motiwala Capital.

This Credit And Equity Fund Saw Sizable Contributions From Its Stocks In Q3

Arena Investors Chilton Capital Management Schonfeld Strategic Advisors Robert Atchinson Phillip Gross favorite hedge fundsThe DG Value Funds were up 2.7% for the third quarter, with individual fund classes ranging from 2.54% to 2.84%. The HFRI Distressed/ Restructuring Index was up 0.21%, while the HFRI Event-Driven Index declined 0.21%. The Credit Suisse High-Yield Index returned 0.91%, and the Russell 2000 fell 4.36%, while the S&P 500 returned 0.58% for Read More

Right now, he is living the dream that you may have.

He was working full time, started to invest on his own, got addicted and started his own investment management business with seed money from friends and family.

I’m sure he tap dances to work every day doing what he loves.

Adib is doing a fine job with his investments too.

Motiwala Capital Performance

But and I was reading his 2013 Q4 letter and was hit by such a simple yet brilliant idea.

You Should Implement This For Yourself

Take a look at this table.

Stock Analysis Table


When I see the table above, I don’t see the tickers or the numbers. I immediately see how useful and convenient this table is.

Honestly, I don’t like writing notes for every single stock I own.

Despite that I have a checklist and have several resources where you can download and create your own checklists,  I’ve always wanted a quick way to immediately recall the purpose of investing in a stock just from a glance.

This table does that.

More details on the table above.

  • B/S = strong balance sheet
  • Div = pays a dividend
  • FCF = solid free cash flow
  • ROIC = solid Return on Invested Capital (ROIC)
  • Val = low/reasonable valuation

Right away, you can tell what type of companies that Adib looks for. Obviously, you can customize it however you want.

Add more, cut it, change the criteria. Whatever.

It’s simple and effective.

If clients see it, they understand what it means.


The Old School Value Version

I have something similar myself.

You’ve probably seen from the stock reports I post or from the sample Stock Analyzer, that I make use of spider graphs.

Old School Value Investment Spider Graph

Same concept, just visually different.

The table form is more compact for when you have a long list of stocks in a watchlist though.

I’ve already incorporated the table format into my notes spreadsheet and look forward to seeing how it will improve my investing.

Stock Analysis Table added to my stock research spreadsheet

Thanks for the idea Adib.

Now back to you.

What’s your tip on improving a watchlist/research template or spreadsheet?

This post was first published at old school value.
You can read the original blog post here A Quick and Easy Stock Analysis Table You Should Implement Today to Make Better Decisions.

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