Tag: bankruptcy | MOI Global

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January 11, 2024 Emergent BioSolutions: Distressed Debt Offers Attractive Risk-Reward Read More

December 22, 2023 Disruption in Weight Loss Drugs, and the Dangers of Buying Into Hype Read More

October 26, 2023 J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process Read More

October 18, 2023 Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet Read More

October 18, 2023 Swatch: Family-Controlled Luxury Watch Leader With Strong Brands Read More

October 17, 2023 Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles Read More

June 23, 2023 NVR: Homebuilder With High-ROIC, Differentiated Operating Model Read More

April 27, 2023 Japanese Small Value: Opportunity Set, Constraints, Valuations Read More

January 19, 2023 Cineworld Bankruptcy: Fulcrum Security Offers Value Opportunity Read More

January 17, 2023 IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions Read More

January 16, 2023 Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst Read More

January 16, 2023 Crossroads Impact: Advantaged Leader in Growing, Massive Market Read More

January 16, 2023 Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending Read More

December 29, 2022 Bill George on His Leadership Style as Former CEO of Medtronic Read More

December 22, 2022 Howard Marks and Chris Goulakos on Investing Amid Macro Challenges Read More

July 17, 2022 Sujeet Indap on His Book, The Caesars Palace Coup Read More

July 1, 2022 Archaea Energy: Clear Leader in Landfill Renewable Natural Gas Read More

June 29, 2022 Intuit: Recurring Revenue Franchises, Strong Retention and Monetization Read More

April 6, 2022 Japan Small Value: Relative Valuations, Opportunity Set, Constraints Read More

March 29, 2022 S2E27 SPECIAL: Max Frumes on His Book, The Caesars Palace Coup Read More