Category: Best Ideas 2024 | MOI Global

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February 6, 2024 Three NCAV Bargains in Japan: Kikukawa Enterprise, Charle, Sanko Read More

February 5, 2024 Talen: Power Producer With Strong FCF and Crown-Jewel Nuclear Asset Read More

February 5, 2024 Dino Polska: Owner-Operated Compounder With Long Runway Read More

February 5, 2024 Liverpool: Dynamic Player in Mexican Retail, With Major Logistics Asset Read More

February 1, 2024 Conx: Charlie Ergen SPAC in Talks to Acquire DISH-Owned Boost Wireless Read More

February 1, 2024 Hargreaves: Misunderstood Sum-of-the-Parts Bargain With Catalysts Read More

February 1, 2024 DSGR: High-ROIC Specialty Distributor With Consolidation Opportunity Read More

January 19, 2024 LSB: Transformed, Competitively Advantaged Ammonia Producer Read More

January 19, 2024 CAB Payments: Bombed-Out Price Creates Asymmetrical Opportunity Read More

January 19, 2024 Cromwell Property: Real Estate Owner and Asset Manager at Deep Discount Read More

January 18, 2024 Sartorius Stedim Biotech: Transitory Effects Overshadow Secular Growth Read More

January 18, 2024 Fleetcor: Fast-Growing, Capital-Light, High-Margin Payments Business Read More

January 18, 2024 Piaggio: Family-Controlled, Well-Run Owner of Iconic Two-Wheeler Brands Read More

January 18, 2024 DSGR: Transformed, Growing, Owner-Operated Specialty Distributor Read More

January 18, 2024 Northeast Bank: Well-Managed, Opportunistic Purchaser of CRE Loans Read More

January 18, 2024 Capri/Tapestry: M&A Arbitrage Situation With Attractive Risk/Reward Read More

January 17, 2024 TPI Composites: Wind Turbine Blade Maker at Cycle Inflection Point Read More

January 17, 2024 American Express: Well-Run, Cheap Compounder Hiding in Plain Sight Read More

January 17, 2024 Aaron Edelheit Shares His Thoughts on the Cannabis Industry Read More

January 16, 2024 nLIGHT: Founder-Led Laser Business, Expanding Into Defense Market Read More