Tag: China | MOI Global

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February 24, 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 15, 2021 Daily Journal: Downside Protection, Underappreciated Tech Upside Read More

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

January 11, 2021 Rudi van Niekerk on Temperament, Focus, and Habits in Investing Read More

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

January 5, 2021 Best Ideas 2021 Preview: Commodity Company With Attractive Model Read More

November 25, 2020 Alibaba: Thoughts on Chinese Regulation of Internet Platforms Read More

November 13, 2020 Atalaya: Spanish Copper Miner with Strong Balance Sheet Read More

November 6, 2020 Polyus: Low-Cost Russian Gold Miner, with Growing Production Read More

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

October 17, 2020 Mynaric: Strategically Important Leader in Laser Communications Read More

October 7, 2020 Danone: Dairy and Infant Nutrition Leader at Attractive Valuation Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

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

October 6, 2020 Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation Read More

October 6, 2020 Ferrari: Luxury Identity Brand with Enviable Business Model Read More