Tag: disruption | MOI Global

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August 28, 2020 Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment Read More

August 14, 2020 Episode 4: Position Management and Research | BRK Q2 Recap Read More

August 5, 2020 Investing Amid the Epidemiological Forces Reshaping Society Read More

July 3, 2020 OTIS: Recently Spun Off Elevator Leader with High ROIC Read More

June 28, 2020 Stanley Druckenmiller on the Investment Landscape Amid COVID Read More

April 29, 2020 Felix Narhi on the Implications of Accelerating Technological Change Read More

April 19, 2020 Chip Russell on Investing in a Transition to a Low Carbon Economy Read More

April 19, 2020 Rishi Gosalia on the Cultural Qualities of Great Companies Read More

April 9, 2020 Redington: Indian IT Products Distributor at Depressed Valuation Read More

April 4, 2020 Tom Russo on Intelligent Investing in Crisis Mode: The Day the Dow Dropped 3,000 Points Read More

March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More

March 20, 2020 Amit Wadhwaney on Intelligent Investing in Crisis Mode: Deep Value Opportunities Globally Read More

March 13, 2020 After Fastest Selloff in History, Where Do We Go From Here? Read More

February 2, 2020 WANdisco: Recurring Revenue Growth Underappreciated by Mr. Market Read More

February 1, 2020 Winter 2020 Investment and Market Update of Ensemble Capital Read More

January 10, 2020 BioSpecifics: Early-Stage Medical Firm with FCF and Optionality Read More

January 10, 2020 Century Casinos: Transformational Acquisition Provides Upside Read More

January 7, 2020 Booking Holdings: Wide-Moat OTA in Healthy Coopetition with Google Read More

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

October 30, 2019 Some Thoughts on Downside Protection in Investing Read More