Category: Consumer Discretionary | Page 4 | MOI Global

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September 24, 2018 Three Case Studies in Wide-Moat Investing, Thesis on Almacenes Exito Read More

September 14, 2018 Transcontinental: Key Supplier of Flexible Packaging in North America Read More

September 7, 2018 Compound Mispricings in Moated Businesses: Buzzi Unicem, Nexen, KT Read More

September 1, 2018 Bunzl: Customer-Obsessed Business with Strong Corporate Culture Read More

September 1, 2018 Honma Golf: Turnaround at High-End Golf Club Maker Read More

June 29, 2018 Harley Davidson: 10+% FCF Yield Being Paid Out in Dividends and Buybacks Read More

June 29, 2018 Canadian Agriculture Equipment Dealers Benefit from Consolidation Read More

June 29, 2018 Texhong Textile: World’s Dominant Producer of Spandex Yarn Read More

June 29, 2018 School Specialty: Education Distributor with High FCF Yield and Catalysts Read More

June 27, 2018 Starbucks: International Growth Opportunity Remains Intact Read More

June 27, 2018 Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries Read More

April 5, 2018 Suzuki Motor: A Play on the Underpenetrated Indian Auto Market Read More

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

January 13, 2018 Discovery Communications: Global Cable Network at Attractive FCF Yield Read More

January 13, 2018 Lear and Heidrick & Struggles: Two High Quality Free Cash Flow Bargains Read More

January 13, 2018 Discovery Communications: Fears Around Transition from TV/Cable to Online Overblown Read More

January 13, 2018 AV Homes: Deep Value in U.S. Homebuilding, Run by Interested Insiders Read More

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

January 13, 2018 Clarus: Well-Financed, NOL-Rich Outdoor Equipment Rollup with Insider Alignment Read More

January 13, 2018 Dollar General: Undervalued Discount Retailer with Strong Unit Economics Read More