Category: Best Ideas 2019 Featured | MOI Global

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January 16, 2019 Viper Energy: Royalty Company Growing via CF-Accretive Deals Read More

January 16, 2019 ITE: Founder-Led Exhibitions Organizer at High-Teens FCF Yield Read More

January 16, 2019 PayPal and Roku: Improving Unit Economics in Large Markets Read More

January 16, 2019 Long-Term Value Investing and Current Market Opportunities Read More

January 15, 2019 Case Studies of Companies That Do Capital Allocation Right Read More

January 12, 2019 Thor Industries: Dominant Global RV Player at Discount to Tangible Book Read More

January 12, 2019 Shanghai Int’l Airport: Munger’s Way of Investing in China’s Growth Read More

January 12, 2019 Brown-Forman: Entrenched Business, Driven by Jack Daniel’s Brand Read More

January 12, 2019 Tidewater: Leading Owner and Operator of Offshore Supply Vessels Read More

January 12, 2019 Semler: Medical Diagnostics Testing Firm with Growth Trajectory Read More

January 12, 2019 Arcadis: Engineering Design Services Firm with Margin Expansion Potential Read More

January 12, 2019 Despegar: Top Online Travel Agent in Latin America at Bargain Price Read More

January 12, 2019 Tidewater Midstream: Opportunistic Company Run by Incentivized CEO Read More

January 12, 2019 Short Credit ETFs: Expectations Unrealistic, Asset-Liability Mismatch Read More

January 12, 2019 AB InBev: Headwinds Offset by Structural Advantages Read More

January 12, 2019 Paratek Pharma Convert: Well-Covered by Asset Value, with Upside Read More

January 12, 2019 Cummins: Diesel Engine Maker with Shareholder-Friendly Management Read More

January 12, 2019 Appian: Well-Positioned Platform for Building Enterprise Software Read More

January 12, 2019 Daily Journal: Transformation Yet to Be Fully Understood Read More

January 12, 2019 Facebook: Platform Business Out of Favor for the Wrong Reasons Read More