Category: Transcripts | MOI Global

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November 6, 2024 UBS CIO Mark Haefele Discusses His Book, The New Rules of Investing Read More

October 31, 2024 Vestas: Self-Fix Opportunity at Global Leader in Wind Power Turbines Read More

October 31, 2024 Dr. Martens: New Leadership to Stabilize and Grow Storied Brand Read More

October 30, 2024 OSB Group: Shareholder-Friendly UK Specialty Mortgage Lender Read More

October 30, 2024 Macfarlane: UK Market Leader and Consolidator in Protective Packaging Read More

October 30, 2024 Newlat: Owner-Operated Food Producer with Transformative M&A Read More

October 30, 2024 Spirax: Long-Duration Compounder Undergoing Mid-Life Crisis Read More

October 29, 2024 Lanxess: Specialty Chemicals Provider with Improving Balance Sheet Read More

October 29, 2024 SDI Group: High-ROTCE UK Serial Acquirer of Scientific Instruments Read More

October 2, 2024 Ted Seides Shares Insights from His Book, Private Equity Deals Read More

September 25, 2024 Capital Allocation Lessons from Business Leader Henry Singleton Read More

September 7, 2024 Luca Dellanna on Why Long-Term Investors Must Understand Ergodicity Read More

June 27, 2024 US Lime & Minerals: Revisiting an Unexpected Compounder Read More

June 27, 2024 Vivendi: French Media Conglomerate, Discount Ready to Unwind Read More

June 27, 2024 Vente-unique: Cost Leader in Fragmented Furniture Market Read More

June 27, 2024 Uber: Large Market Opportunities, FCF Inflection, Multi-Faceted Moat Read More

June 27, 2024 Games Workshop: Loyal Community, Self-Reinforcing Business Model Read More

June 27, 2024 Hagerty: Leader in Collector Car Insurance, With Reinvestment Runway Read More

June 26, 2024 Rentokil: High-Quality Pest Control Business With Economies of Scale Read More

June 26, 2024 Melrose Industries: Great Business, Capital Returns, Decade of Tailwinds Read More