Category: Diary | Page 3 | MOI Global

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January 18, 2024 Piaggio: Family-Controlled, Well-Run Owner of Iconic Two-Wheeler Brands Read More

January 18, 2024 DSGR: Transformed, Growing, Owner-Operated Specialty Distributor Read More

January 18, 2024 Northeast Bank: Well-Managed, Opportunistic Purchaser of CRE Loans Read More

January 18, 2024 Capri/Tapestry: M&A Arbitrage Situation With Attractive Risk/Reward Read More

January 17, 2024 TPI Composites: Wind Turbine Blade Maker at Cycle Inflection Point Read More

January 17, 2024 American Express: Well-Run, Cheap Compounder Hiding in Plain Sight Read More

January 17, 2024 Aaron Edelheit Shares His Thoughts on the Cannabis Industry Read More

January 16, 2024 nLIGHT: Founder-Led Laser Business, Expanding Into Defense Market Read More

January 16, 2024 Jeff Auxier Shares His Thoughts on Value Investing and Arch Capital Read More

January 16, 2024 Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2024 Read More

January 15, 2024 KINX: High-Quality, Growing Data Center Services Provider in Korea Read More

January 15, 2024 DRDGOLD: Niche Player, Synergistic Relationship With Parent Sibanye Read More

January 15, 2024 Hingham: Well-Run, Conservative Bank With Deposit Cost Advantage Read More

January 14, 2024 Heineken: Global Beer Runner-Up With Improvement Potential Read More

January 14, 2024 HDFC Bank: India’s Consumption Engine, With Mid-Teens ROE Read More

January 14, 2024 ISSC: New CEO, Expanding Margins, Value-Accretive Acquisition Read More

January 13, 2024 Zoom: Highly FCF-Generative Leader (“Verb”) in Video Communications Read More

January 13, 2024 Dollar Tree: Well-Regarded New CEO Pursuing Multi-Price Strategy Read More

January 13, 2024 Douglas Dynamics: Niche Market Leader, Earnings Normalization Ahead Read More

January 12, 2024 Large-Cap Multifamily REITs: Diversified, Antifragile, High Cap Rate Read More