Category: Transportation | MOI Global

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January 22, 2022 Aviation Finance: Interviews with the CEOs of AerCap, Air Lease, Others Read More

September 3, 2020 The Tesla Effect: A Research Report of Tsai Capital Corporation Read More

January 11, 2020 Terravest Industries: Rollup Done the Right Way, Aligned Management Read More

January 11, 2020 Diamond S Shipping: Recently Formed, With Highly Capable CEO Read More

January 11, 2020 Adrian Saville: Three Value Investment Ideas in South Africa Read More

November 10, 2019 Babcock International: Stable Business with High Barriers to Entry Read More

October 24, 2019 The Oil Tanker Industry: The Pendulum Swings Back Read More

October 1, 2019 Inconsistency in BMW’s Financial Indicators Read More

January 12, 2019 Shanghai Int’l Airport: Munger’s Way of Investing in China’s Growth Read More

January 12, 2019 Star Bulk Carriers: Well-Run, Well-Capitalized Dry Bulk Shipper Read More

January 12, 2019 Cummins: Diesel Engine Maker with Shareholder-Friendly Management Read More

January 12, 2019 ZTO Express: Express Delivery and Value-Added Logistics in China Read More

September 14, 2018 Landstar System: Third-Party Logistics Leader in Trucking Read More

July 27, 2018 Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate Read More

July 25, 2018 Investment Update on the Airline Industry Read More

June 29, 2018 Golar LNG: Owns Assets Crucial to Filling Gaps in Natural Gas Supply Chain Read More

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

April 6, 2018 GMR Infrastructure: Complexity Keeps Market Quotation Unjustifiably Low Read More

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

March 14, 2018 U.S. Airline Industry: A Rorschach Test for Investors Read More