Tag: Brexit | MOI Global

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January 16, 2023 ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood Read More

August 21, 2022 Kevin Durkin on His Investment Philosophy and Process Read More

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 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