Tag: aggregates | MOI Global

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January 12, 2024 Alico: Management Incentivized to Unlock Value of Florida Land Holdings Read More

June 24, 2023 FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties Read More

June 14, 2022 Arcosa: Recent Spinoff, Undergoing Positive Business Transformation Read More

January 10, 2022 Arcosa: Recent Spinoff, Undergoing Positive Business Transformation Read More

October 15, 2021 Lanxess: Specialty Chemicals Leader, With Far More Profitable Future Read More

November 23, 2020 Conversation with Christian Billinger: In Defence of Cognitive Biases Read More

October 29, 2020 Christian Billinger: In Defence of Cognitive Biases Read More

February 1, 2020 Winter 2020 Investment and Market Update of Ensemble Capital Read More

January 9, 2020 MiX Telematics: Owner-Operated Leader with Long Growth Runway Read More

July 23, 2019 Perspectives on Selected Holdings of the Ensemble Fund Read More

April 12, 2019 Sakai Heavy Industries: Leader in Niche Market for Road Rollers Read More

January 27, 2019 Guy Spier on the Psychology and the Business of Investing Read More

October 12, 2018 LafargeHolcim: Construction Materials Leader Investing in Growth Capex Read More

September 25, 2018 European Investing Summit 2018 Preview: LafargeHolcim Read More

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

July 26, 2018 United States Lime & Minerals: Well-Positioned, with Strong Returns on Capital Read More

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

January 12, 2018 FRP Holdings: Undervalued Real Estate Operating Business Read More

September 17, 2017 Software Feedback Loops Enable Winner-Take-All Markets Read More

August 15, 2016 Highlighted Tweet by @DGenchev Read More