Tag: Brexit | MOI Global

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January 15, 2022 Dignity: Turning Around Under New Leadership, with Catalyst Read More

January 13, 2022 Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth Read More

July 10, 2021 Countryside Properties: High-Quality Partnerships Business a Hidden Gem Read More

January 27, 2021 Naked Wines: Subscription-Based Business With Strong Unit Economics Read More

January 20, 2021 Glanbia: Misunderstood, Undervalued Business With Clear Levers Read More

January 15, 2021 ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion Read More

January 13, 2021 Christian Billinger on Investing in Clusters of High-Quality Businesses Read More

October 5, 2020 SII SA: Owner-Operated High-Quality Engineering Services Firm Read More

April 9, 2020 Prudential: Well-Run Pan-Asia Insurer at Discount to Liquidation Value Read More

April 4, 2020 Tom Russo on Investing in Crisis: The Day the Dow Dropped 3,000 Points Read More

January 24, 2020 Default to Optimism: Our Investment Outlook in a Complex World Read More

January 14, 2020 Highlights from Best Ideas 2020 Read More

January 11, 2020 Domino’s Pizza Group: Operational Improvement to Drive Rerating Read More

January 8, 2020 Hammerson: REIT with Attractive Retail Assets at Discount to NAV Read More

November 10, 2019 Babcock International: Stable Business with High Barriers to Entry Read More

October 3, 2019 UK Bargains in Property, Retail, Airlines, Media, Auto Dealers… Read More

September 28, 2019 Investment Mistakes: Scratch or Scar? Read More

September 19, 2019 Charles de Vaulx on Value Investing in a Changing World Read More

August 1, 2019 Value Investing Amid Low and Incomprehensibly Low Interest Rates Read More

July 1, 2019 Dave Sather Reflects on Two Decades in Asset Management Read More