Category: GARP | MOI Global

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October 20, 2024 From the Archives: Michael Melby on Small- and Micro-Cap Value Investing Read More

April 22, 2022 Harshan Jeyakumar on Intelligent Investing in Cleantech Read More

March 18, 2022 Kai Wu on Intangible Value: Expanding Intrinsic Value to Include Intangibles Read More

October 5, 2021 Disciplined Growth Investing in the Transition to Green Energy Read More

May 28, 2021 François Rochon on the Investment Philosophy of Giverny Capital Read More

May 9, 2021 Octahedron Capital’s Investment Update on Alibaba Read More

March 17, 2021 Chuck Akre on the Evolution of His Investment Philosophy Read More

December 10, 2020 Bruce Greenwald on the Future of Value-Oriented Investing Read More

August 12, 2020 Peter Mantas on Opportunities in Tech, Industrials, and Healthcare Read More

May 21, 2020 Bakkafrost: Owner-Operated Salmon Producer With Durable Moat Read More

February 21, 2020 SurveyMonkey: Freemium Business Model With Widening Moat Read More

March 28, 2019 In-Depth Investment Thesis Update on Rosetta Stone Read More

January 22, 2019 Daniel Baldini on Small-Cap Investing in Quality Financial and Other Businesses Read More

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

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

January 10, 2019 Liberty Sirius XM: Market Reaction to Pandora Deal Offers Opportunity Read More

October 3, 2018 Great Canadian Gaming: Toronto Bundles to Boost EBITDA Read More

September 25, 2018 Par Pacific: Energy and Infrastructure Firm with Attractive Assets Read More

September 24, 2018 Three Case Studies in Wide-Moat Investing, Thesis on Almacenes Exito Read More

September 1, 2018 Bunzl: Customer-Obsessed Business with Strong Corporate Culture Read More