Tag: banks | MOI Global

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April 14, 2025 Actualización de Northeast Bank Read More

April 22, 2024 Oportunidad de inversión: Citigroup Read More

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

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

January 9, 2024 Why Optimism Regarding Future Small-Cap Returns May Be Misplaced Read More

December 22, 2023 Experimental Economics and Bubbles in the Laboratory Read More

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

October 18, 2023 Teleperformance: Founder-Led, Growing Customer Service Provider Read More

October 17, 2023 Adyen: Likely Winner in Global Payment Wars, Despite Challenges Read More

October 17, 2023 Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet Read More

October 17, 2023 Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller Read More

September 28, 2023 Roshan Padamadan’s Musings on Crossover Investing Read More

June 24, 2023 Sprouts: Attractive Grocery Business With Friendly Capital Allocation Read More

June 23, 2023 LSEG: Improving Data Monetization Following Refinitiv Acquisition Read More

June 16, 2023 Por qué no invertir en bancos: El caso de Silicon Valley Bank Read More

June 9, 2023 El modelo de negocio de los bancos: Los casos de Silicon Valley Bank y Credit Suisse Read More

June 2, 2023 Resumen de la crisis bancaria y 2 ejemplos de bancos bien gestionados Read More

May 26, 2023 Los problemas del modelo de negocio de los bancos Read More

May 22, 2023 El rescate de Silicon Valley Bank y de la banca estadounidense Read More

May 19, 2023 La caída de Credit Suisse Read More