Category: Technology | MOI Global

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January 16, 2019 PayPal and Roku: Improving Unit Economics in Large Markets Read More

January 10, 2019 IPG Photonics: Dominant Laser Company Run by Owner/Operator Read More

January 10, 2019 Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price Read More

November 6, 2018 Doubling Down on Appian Read More

October 13, 2018 Ori Eyal on Hilan Tech, Emet Computing, and Investing in Israel Read More

October 12, 2018 Sidetrade: Owner-Operated Cloud Software Leader in Niche Industry Read More

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