Tag: Columbia Business School | MOI Global

MOI Global | The Membership Community of Intelligent Investors

January 6, 2024 Phil Ordway and Michael Mauboussin on the Art of Intelligent Investing Read More

October 20, 2023 ISS: Facility Management Services Leader With Customer Behavior Moat Read More

October 19, 2023 Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM Read More

June 25, 2023 KKR: Earning Power Growth Not Accurately Reflected in Recent EV Read More

June 25, 2023 Keurig Dr Pepper: Misperceptions About Growth of Coffee Business Read More

April 25, 2023 KPIT: Leading the Auto Industry Toward Software-Defined Vehicles Read More

January 19, 2023 Newtek: Valuation Opportunity Due to Transition From BDC to Bank Read More

December 22, 2022 Tom Russo on Investing in Businesses With a Capacity to Suffer Read More

October 8, 2022 Ferguson: High-Quality Distributor With Improving Business Mix Read More

October 7, 2022 Ceconomy: Owner of Europe’s Top Consumer Electronics Retail Brands Read More

October 2, 2022 Peter Gustafson on Long-Term Co-Ownership of Great Businesses Read More

July 1, 2022 Align: Competitively Advantaged Next-Generation Orthodontics Leader Read More

June 30, 2022 Container Store: Emerging Moat Due to Focus on Custom Closets Read More

May 7, 2022 Best Ideas Omaha 2022: Tom Russo on Global Investing and Heineken Read More

April 15, 2022 Nykaa: Category-Defining Retail Platform With Proven Leadership Read More

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

January 13, 2022 Acme United: Steadily Growing Supplier of Niche Consumer Products Read More

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

October 15, 2021 JDE Peet’s: Busted IPO of Market-Leading Pure-Play Coffee Roaster Read More

October 15, 2021 Future plc: Highly Successful Buy-and-Build Strategy in Media and Publishing Read More