Tag: asset management | MOI Global

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January 24, 2023 Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business Read More

January 19, 2023 Highlighted Tweet by WillowOak2017 Read More

January 19, 2023 Kroger: Well-Positioned Food Retailing Leader at Discount to Market Read More

January 19, 2023 Newtek: Valuation Opportunity Due to Transition From BDC to Bank Read More

January 18, 2023 API Group: Industry Leader With High-ROIC Consolidation Opportunities Read More

January 18, 2023 Orion Engineered Carbons: Earnings Inflection Story in EV Components Read More

January 18, 2023 Charter: Depressed Sentiment Despite Steady FCF Generation Read More

January 18, 2023 Ströer: Family-Controlled Out-of-Home Advertising Company Read More

January 18, 2023 Trigano: Family-Controlled European Leader in Leisure Vehicles Read More

January 17, 2023 Admiral Group: Largest UK Auto Insurer, With Unique Culture Read More

January 17, 2023 Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry Read More

January 17, 2023 Brisa Bridgestone: Dominant Tire Manufacturer in Turkey Read More

January 17, 2023 S3E09: Private Equity and the Game of Volatility Laundering Read More

January 14, 2023 Thinking in First Principles: Focusing on Duration in Equity Investing Read More

January 11, 2023 Intelligent Investing in a Markedly Different Investment Environment Read More

December 28, 2022 S3E08: Why 2022 Was a Year to Remember and Possibly a Turning Point Read More

December 22, 2022 Christopher Tsai on Intelligent Investing in an Age of Disruption Read More

December 6, 2022 S3E07: When You Like the Business But Not the Management Read More

November 22, 2022 S3E06: Reflecting on the FTX Debacle Read More

November 8, 2022 S3E05: The Capacity to Suffer and How It Applies in Practice Read More