Category: Technology | MOI Global

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September 7, 2018 Compound Mispricings in Moated Businesses: Buzzi Unicem, Nexen, KT (TRANSCRIPT NOW AVAILABLE) Read More

June 29, 2018 Cerner: Healthcare IT Leader to Grow in High Single-Digits in Coming Decade Read More

June 29, 2018 China Mobile: World’s Largest Telecom Provider, with 1+ Billion Users Read More

June 29, 2018 BlackBerry: Transformed into Enterprise Software Security Firm Read More

June 29, 2018 HolidayCheck: Growth to Accelerate at Leading German Hotel Review Site Read More

June 29, 2018 Manhattan Associates: Transitioning to Recurring-Revenue Model Read More

June 28, 2018 NIC: Well-Financed Provider of Digital Services to Governments Read More

June 27, 2018 Charter: Fears of Slowdown in Core Broadband Business Overblown Read More

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

June 27, 2018 IAC/InterActiveCorp: Great Capital Allocator at Negative Stub Value Read More

June 12, 2018 Previewing My Idea Presentation on BlackBerry Read More

June 1, 2018 SM, Com2uS: Benefiting from Rise of Korea’s Cultural Economy (TRANSCRIPT NOW AVAILABLE) Read More

May 16, 2018 My Investment Thesis on JD.com Read More

May 14, 2018 Apple: From Classic Ben Graham Deep Value Idea to Buffett-Style Compounder Read More

April 6, 2018 Hosokawa Micron: Global Leader in Powder and Particle Processing Equipment Read More

April 6, 2018 Majesco: Insurance Software Provider in “Game-Changing” IBM/MetLife Deal Read More

April 5, 2018 Reliance: Digital Tech Subsidiary, Jio, Underappreciated by Investors Read More

April 5, 2018 JD.com: Underappreciated Alibaba Challenger with Key Advantages Read More

April 4, 2018 Keyence: Highest-Quality Business in Global Industrial Automation Space Read More

March 26, 2018 The Impact of Technological Change on the Firm Boundary Read More