Tag: China | MOI Global

MOI Global | The Membership Community of Intelligent Investors

May 10, 2021 Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing Read More

May 9, 2021 Octahedron Capital’s Investment Update on Alibaba Read More

April 23, 2021 William Green on His Book, Richer, Wiser, Happier Read More

April 14, 2021 Max Hu’s Annual China Macro Update + Unity Software Thesis Read More

April 12, 2021 Public Equities in Southeast Asia: An Overlooked Asset Class Read More

March 29, 2021 Mesut Ellialtioglu on Opportunities in Turkey Amid Market Dislocation Read More

February 26, 2021 Oakcliff Capital: Reflections After Sixteen Years Read More

February 4, 2021 Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep Read More

January 25, 2021 Silicon Motion: Well-Positioned, Firing on All Cylinders Read More

January 20, 2021 Haidilao: Chinese Restaurant Chain With Unique Culture, Long Runway Read More

January 17, 2021 Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically Read More

January 16, 2021 Bakkafrost: Family-Run, Leading Producer of Farmed Salmon Read More

January 16, 2021 Anglo Pacific: Commodity Company With Attractive Business Model Read More

January 15, 2021 Daily Journal: Downside Protection, Underappreciated Tech Upside Read More

January 15, 2021 Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers Read More

January 15, 2021 KVH Industries: Niche Market Leader With Incremental Growth Read More

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

January 14, 2021 ProntoForms, MAV Beauty: Well-Managed Canadian Small-Caps Read More

January 13, 2021 Straits Trading: Real-Time Case Study in Holding Company Investing Read More

January 13, 2021 Vifor Pharma: Attractively Valued Specialty Pharma Company Read More