Category: Europe | MOI Global

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September 19, 2018 The Case for Europe – Myths vs Reality Read More

September 13, 2018 Daniel Gladis on His Investment Philosophy and Path in Investing Read More

September 7, 2018 Compound Mispricings in Moated Businesses: Buzzi Unicem, Nexen, KT (TRANSCRIPT NOW AVAILABLE) Read More

September 1, 2018 Transocean: World Dominator of Offshore Drilling (TRANSCRIPT NOW AVAILABLE) Read More

September 1, 2018 Bunzl: Customer-Obsessed Business with Strong Corporate Culture (TRANSCRIPT NOW AVAILABLE) Read More

August 9, 2018 Hate for Cable, Change of Heart for DISCA? Read More

June 29, 2018 Central European Media Enterprises: Turnaround Progressing, with Catalysts Ahead Read More

June 29, 2018 HolidayCheck: Growth to Accelerate at Leading German Hotel Review Site Read More

June 29, 2018 Credit Suisse: Earning Power Masked by Expensive Debt, Legacy Asset Costs Read More

June 28, 2018 Ferrovial: Moat Supported by Exceptional Toll Road in Canada Read More

June 12, 2018 Previewing My Idea Presentation on Ferrovial Read More

April 5, 2018 Prada: Turning the Corner After Challenging Five-Year Period Read More

March 13, 2018 TransAtlantic Petroleum: Well-Managed, Undervalued Oil and Gas Company Read More

February 16, 2018 Merlin Properties: Largest Spanish REIT Equivalent with Large Margin of Safety Read More

February 13, 2018 James Montier on Applying the Seven Immutable Laws of Investing Read More

January 28, 2018 Reimar Scholz on Distressed Equity Investing in Europe Read More

January 13, 2018 Olympic Entertainment and AMC Entertainment: Two Contrarian Investment Ideas Read More

January 13, 2018 C&C Group: Moaty European Beverage Company with Turnaround Progress Read More

January 13, 2018 KOC Holding: Largest Industrial Group in Turkey at NAV Discount Read More

January 13, 2018 eDreams Odigeo: Leading Online Travel Agency Based in Barcelona at Discount Read More