Tag: China | MOI Global

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September 28, 2023 Roshan Padamadan’s Musings on Crossover Investing Read More

September 27, 2023 Europe’s Higher Profitability Among Firms Trading at Deep Discounts Read More

June 24, 2023 Danone: Refocusing on Core Brands, Reinvestment, and Innovation Read More

June 24, 2023 TSMC: Scale-Advantaged Technology and Manufacturing Leader Read More

June 21, 2023 Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets Read More

June 21, 2023 Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses Read More

April 27, 2023 Techno Medica: Undervalued, Cash-Rich Company With Clear Catalyst Read More

April 27, 2023 Japanese Small Value: Opportunity Set, Constraints, Valuations Read More

April 27, 2023 Boeing: Compelling Investment in Light of Volatile US-China Relations Read More

April 26, 2023 ICICI Securities: India’s Leading Equity Brokerage Firm at Material Discount Read More

April 26, 2023 KDDL: Unique Twofer Tied Closely to Swiss Luxury Watch Industry Read More

April 25, 2023 Hartalega: Industry-Leading Glove Maker With Compounder Attributes Read More

January 24, 2023 Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business Read More

January 19, 2023 Edita Food: Powerful Brands and Durability in Developing World Read More

January 19, 2023 Subsea 7: Niche Offshore Services Leader at Major Inflection Point Read More

January 18, 2023 Orion Engineered Carbons: Earnings Inflection Story in EV Components Read More

January 18, 2023 Eaton: Well-Managed, Competitively Advantaged Industrial Leader Read More

January 17, 2023 Rogers: Improving Operations, Orphaned Due to Scuttled Deal Read More

January 17, 2023 Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation Read More

January 16, 2023 Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty Read More