Category: Consumer Staples | MOI Global

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January 27, 2021 Naked Wines: Subscription-Based Business With Strong Unit Economics Read More

January 22, 2021 Juan Matienzo Shares Three Graham-Style Deep Value Investment Ideas Read More

January 22, 2021 Naked Wines: DTC Model Provides Superior Value Proposition Read More

January 21, 2021 Agro Tech Foods: Long Compounding Runway in Branded Food Read More

January 20, 2021 Glanbia: Misunderstood, Undervalued Business With Clear Levers Read More

January 20, 2021 Sprouts: Specialty Grocer With Solid Execution and Capital Allocation Read More

January 17, 2021 Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically Read More

January 16, 2021 Bakkafrost: Family-Run, Leading Producer of Farmed Salmon Read More

January 13, 2021 Walgreens Boots Alliance: High-Quality Business at High FCF Yield Read More

October 7, 2020 Danone: Dairy and Infant Nutrition Leader at Attractive Valuation Read More

October 6, 2020 Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation Read More

July 2, 2020 Unilever: Consistent, Predictable, Growing Business at Fair Price Read More

January 11, 2020 Alimentation Couche-Tard: Compounder with Favorable Growth Outlook Read More

January 11, 2020 Gruma: Well-Managed, World-Leading Tortilla and Corn Flour Producer Read More

January 11, 2020 Coca-Cola Hellenic Bottling: Multiple Ways to Win Read More

January 8, 2020 Tyson Foods: Valuation Discount, Combined with Growth Drivers Read More

January 7, 2020 Zooplus: European Leader in Online Pet Food and Accessories Retail Read More

October 21, 2019 Jesse Koltes on Scaling a Food and Beverage Challenger Brand Read More

October 3, 2019 Henkel: Underappreciated Consumer Goods and Adhesives Leader Read More

June 29, 2019 Pigeon, Netease, Moutai: Three Wide-Moat Companies in Asia Read More