Tag: chance | MOI Global

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July 1, 2022 Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader Read More

June 29, 2022 Intuit: Recurring Revenue Franchises, Strong Retention and Monetization Read More

June 28, 2022 FlatexDegiro: Competitively Advantaged Low-Cost Online Broker Read More

April 8, 2022 Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea Read More

April 6, 2022 Alibaba: Deeply Undervalued Due to Overstated China-Related Fears Read More

April 6, 2022 Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile Read More

April 6, 2022 Biocon: Vertically Integrated Growth Business With Transaction Catalyst Read More

January 30, 2022 Global Fashion Group: Well-Positioned E-Commerce Player at Discount Read More

January 12, 2022 Discovery: Warner Deal and Strong FCF Underappreciated by Market Read More

January 12, 2022 Houghton Mifflin: Digital Transition Improves Cash Generation Read More

January 9, 2022 Glass House Brands: Cannabis Company With High Optionality Read More

January 2, 2022 Bill Cummings: Lessons and Legacy — A Worthy Path in Business and Life Read More

December 14, 2021 Howard Marks and Chris Goulakos on Tech Disruption and Value Investing Read More

December 14, 2021 Bryan Lawrence on the Two Challenges Facing a Fund Manager Read More

December 14, 2021 Michael Mauboussin and Saurabh Madaan on Expectations Investing Read More

December 14, 2021 Nick Devlin and Elliot Turner on the Business Model of Naked Wines Read More

December 14, 2021 Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry Read More

October 15, 2021 GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO Read More

October 12, 2021 Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper Read More

September 18, 2021 Christian Billinger on Managing Investment Return Expectations Read More