Tag: compounders | MOI Global

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July 2, 2025 Noah Snyder on Value Investing in Programmatic Acquirers Read More

January 18, 2024 DSGR: Transformed, Growing, Owner-Operated Specialty Distributor Read More

January 17, 2024 American Express: Well-Run, Cheap Compounder Hiding in Plain Sight Read More

January 14, 2024 Heineken: Global Beer Runner-Up With Improvement Potential Read More

November 24, 2023 Gokul Raj Ponnuraj on Value Investing in Developing and Developed Markets Read More

October 18, 2023 Teleperformance: Founder-Led, Growing Customer Service Provider Read More

October 17, 2023 Petershill Partners: Attractive Portfolio of General Partner Interests Read More

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

June 24, 2023 Sprouts: Attractive Grocery Business With Friendly Capital Allocation Read More

June 22, 2023 Bel Fuse: Successfully Repositioning as Wide-Moat, Niche Business 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

June 20, 2023 Vedant Fashions: Branded, Growing Leader in Indian Wedding Wear 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

March 13, 2023 Cómo las políticas monetarias y el endeudamiento barato causaron las caídas del 2022 Read More

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

January 18, 2023 API Group: Industry Leader With High-ROIC Consolidation Opportunities Read More

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

January 16, 2023 ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood Read More