Category: Best Ideas Conference | Page 3 | MOI Global

MOI Global | The Membership Community of Intelligent Investors

January 9, 2024 If You Could Pick Twenty Stocks for Twenty Years, Which Would You Pick? Read More

January 7, 2024 Best Ideas 2024 Preview: Pharma Supplier Sartorius Stedim Biotech Read More

December 26, 2023 Best Ideas 2024 Preview: Lollapalooza of Scale, Consolidation, and Growth Read More

December 22, 2023 Experimental Economics and Bubbles in the Laboratory Read More

December 22, 2023 Disruption in Weight Loss Drugs, and the Dangers of Buying Into Hype Read More

February 9, 2023 PINFRA: Concession Operator of Roads and Other Infrastructure Read More

February 9, 2023 Clean Harbors: Scale-Advantaged Environmental Services Leader Read More

January 24, 2023 Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business Read More

January 19, 2023 Fairfax India: Collection of High-Quality Assets at Discount to NAV Read More

January 19, 2023 Edita Food: Powerful Brands and Durability in Developing World Read More

January 19, 2023 Cineworld Bankruptcy: Fulcrum Security Offers Value Opportunity Read More

January 19, 2023 Three Ideas: Stor-Age, Sabvest Capital, Omega Healthcare Investors Read More

January 19, 2023 Subsea 7: Niche Offshore Services Leader at Major Inflection Point Read More

January 19, 2023 Aurubis: Misunderstood, High-Return, Advantaged Metal Processor Read More

January 19, 2023 Consorcio Ara: Undervalued Mexican Homebuilder With Large Land Bank Read More

January 19, 2023 Kroger: Well-Positioned Food Retailing Leader at Discount to Market Read More

January 19, 2023 Newtek: Valuation Opportunity Due to Transition From BDC to Bank Read More

January 18, 2023 Kingsgate: Litigation-Driven Special Situation at Gold Mine in Thailand Read More

January 18, 2023 ZIM: Container Shipper With Friendly Dividend Policy and Catalysts Read More

January 18, 2023 CRC: Top O&G Producer in California, Carbon Capture and Storage Leader Read More