Tag: China | MOI Global

MOI Global | The Membership Community of Intelligent Investors

January 22, 2020 Surveying the SVN Capital Portfolio Read More

January 21, 2020 On Discipline and Having a Long-Term Time Horizon Read More

January 20, 2020 Metagestión sobre Puma Read More

January 14, 2020 Highlights from Best Ideas 2020 Read More

January 13, 2020 “Estamos convencidos de que nuestras carteras arrojan el mayor potencial de su historia” Read More

January 11, 2020 OL Groupe, AFC Ajax: European Football Ideas with Real Asset Backing Read More

January 11, 2020 Canada Goose: Owner-Operated Organic Grower in Apparel Retail Read More

January 11, 2020 Clear Media: Dominant Player in Chinese Bus Shelter Advertising Read More

January 10, 2020 Griffin Industrial Realty: High Cap Rate Despite Portfolio Transition Read More

January 8, 2020 Tyson Foods: Valuation Discount, Combined with Growth Drivers Read More

December 18, 2019 The Manual of Ideas – Winter 2019/2020 Edition Read More

December 13, 2019 Horos sobre ignorar el ruido de fondo Read More

December 9, 2019 ArcelorMittal sigue siendo una ganga Read More

November 30, 2019 China Investing Trip: Sean Stannard-Stockton’s Takeaways Read More

November 30, 2019 China Investing Trip: Felix Narhi’s Takeaways Read More

November 10, 2019 Prudential plc: Quality Businesses Exposed to Positive Demographics (TRANSCRIPT NOW AVAILABLE) Read More

November 10, 2019 Groupe Guillin: Family-Owned, FCF-Generative Plastic Packaging Business (TRANSCRIPT NOW AVAILABLE) Read More

November 10, 2019 Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business (TRANSCRIPT NOW AVAILABLE) Read More

November 10, 2019 Intesa Sanpaolo: Resilient Italian Banking Leader at Deep Discount (TRANSCRIPT NOW AVAILABLE) Read More

November 4, 2019 Metagestión sobre Capri Holdings Read More