Tag: chance | MOI Global

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January 15, 2021 Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds Read More

January 13, 2021 TETRA Technologies: Misunderstood, With Multiple Shots on Goal Read More

January 5, 2021 The Unique Ingredient of Haidilao’s Success: Love Read More

December 20, 2020 Complexity vs. Simplicity: Surprising Implications for Investors Read More

December 19, 2020 Rational Investment Methodology: Fishing in a Desert Read More

December 5, 2020 Desai Capital Management: Value Drivers vs. Value Traps Read More

November 5, 2020 Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet Read More

October 7, 2020 Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation Read More

October 6, 2020 Modern Times: Undervalued Portfolio of Digital Entertainment Assets Read More

October 5, 2020 Ceska Zbrojovka: Busted IPO of Renowned Czech Firearms Maker Read More

September 17, 2020 Co-Founder Jim Sinegal on the Costco Story and Business Model Read More

September 16, 2020 John Malone on His Business and Capital Allocation Philosophy Read More

September 10, 2020 Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe Read More

September 2, 2020 Rational Investing in Today’s Irrational Stock Markets Read More

August 14, 2020 Episode 4: Position Management and Research | BRK Q2 Recap Read More

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

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

July 3, 2020 Masimo: Improving Patient Outcomes While Reducing System-Wide Costs Read More

July 3, 2020 Take-Two Interactive: Premium IP, High ROIC, and Growing FCF Read More

July 3, 2020 FANUC: True Economics Masked by Capacity and R&D Investments Read More