Category: Materials | MOI Global

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July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

November 6, 2020 Polyus: Low-Cost Russian Gold Miner, with Growing Production Read More

July 22, 2019 Value Investors – Avoiding Mining at All Costs, But Why? Read More

June 14, 2019 Joel Greenblatt on The Little Book That Beats The Market Read More

June 10, 2019 Tom Murphy Shares Leadership Lessons From Capital Cities / ABC Read More

June 7, 2019 Aswath Damodaran on Valuation: Four Lessons to Take Away Read More

May 24, 2019 Michael Mauboussin on The Success Equation: Untangling Skill and Luck Read More

April 12, 2019 China Jushi: Top Fiberglass Maker in Oligopolistic Global Market Read More

February 15, 2019 Bruce Flatt on Durable Principles for Real Asset Investing Read More

January 11, 2019 Kazatomprom: World’s Largest and Lowest-Cost Uranium Producer Read More

January 11, 2019 Chemours: High-Quality Chemicals Firm Trades Like Commodity Player Read More

January 11, 2019 Axalta: BRK Investee and Performance Coatings Leader Has Strategic Value Read More

January 11, 2019 Chemtrade: Mid-Teens FCF Yield, with Near-Term Issues Largely Resolved Read More

June 27, 2018 5N Plus: Transforming to High-Value Materials Technology Company Read More

May 29, 2018 Macmahon: Mining Services Company in Successful Turnaround Read More

April 5, 2018 Nocil: Competitively Advantaged Market Leader in Rubber Chemicals Read More

April 5, 2018 Max Ventures and Industries: Post-Demerger Sum-of-the-Parts Bargains Read More

March 5, 2018 Ivanhoe: Owner-Operated Miner Unlocking Large Copper Discovery Read More

January 13, 2018 US Concrete: Constructions Materials Company Becoming More Vertically Integrated Read More

January 12, 2018 Grupo Mexico: Undervalued, Family-Run Controlling Holder of Southern Copper Read More