Tag: business models | MOI Global

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August 10, 2020 Spotify: A Case Study in Business Strategy and Value Compounding Read More

August 9, 2020 Synthetic Leverage and Discounts to Holdings Read More

August 6, 2020 Glen Tullman on the Drivers Behind the Growth of Livongo Health Read More

July 28, 2020 Portfolio Management and the Presidency Read More

July 3, 2020 Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics Read More

July 3, 2020 Clean Energy: Well-Capitalized Nat Gas Fueling Stations Leader Read More

July 2, 2020 Rimini: Well-Suited to Gain Share in Application Management Services Read More

June 25, 2020 Highlighted Tweet by ClarkSquareCap Read More

May 9, 2020 Guarded Optimism, Sobering Reality, and Adapting Read More

April 19, 2020 Chip Russell on Investing in a Transition to a Low Carbon Economy Read More

April 19, 2020 Rishi Gosalia on the Cultural Qualities of Great Companies Read More

April 10, 2020 Jiangsu Yanghe Brewery: Third-Largest Baijiu (Spirits) Company in China Read More

April 10, 2020 Bharat Forge: Best-in-Class Producer with Increasing Focus on Defense Read More

April 9, 2020 Isaac Schwartz Shares Perspectives on Value Investing in Asia Read More

April 9, 2020 Indian Energy Exchange: Defensible Moat, Superior Business Economics Read More

March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More

March 18, 2020 Bob Robotti on Intelligent Investing in Crisis Mode: Energy Sector Businesses with Staying Power Read More

March 14, 2020 PSG: Well-Managed South African Investment Holding Company Read More

February 21, 2020 SurveyMonkey: Freemium Business Model With Widening Moat Read More

February 14, 2020 Impressions from Ideaweek St. Moritz 2020 Read More