Tag: diversification | MOI Global

MOI Global | The Membership Community of Intelligent Investors

July 1, 2022 Spotify: High-ROI Grower With Scale, Brand, and Network Effects Read More

June 30, 2022 Universal Music Group: Scale Affords Negotiating Leverage Read More

April 9, 2022 Holding Companies in India: A Strategy for Portfolio Diversification Read More

April 8, 2022 A Review of Ben Graham’s Value Investing Strategy: “Net Nets” Read More

April 7, 2022 Aucnet: Cash-Generative Business, Misunderstood Growth Prospects Read More

March 1, 2022 S2E24 SPECIAL: Mario Cibelli on the New Reality for Growth Companies Read More

January 22, 2022 Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life Read More

January 13, 2022 Suveer Bhatia on Norton LifeLock, Thai Beverage Company Read More

November 2, 2021 Learning from Guy Spier: Path in Investing, Philosophy, Case Studies Read More

October 12, 2021 Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper Read More

September 18, 2021 Christian Billinger on Managing Investment Return Expectations Read More

August 27, 2021 William Knowles on Concentrated, Low-Turnover, Quality-First Investing Read More

August 25, 2021 Learning From Francisco Garcia Parames: Quotations and References Read More

August 18, 2021 Learning From Jean-Marie Eveillard: Quotations and References Read More

August 5, 2021 James Aldigé on the Investment Philosophy of Clio Asset Management Read More

July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 8, 2021 Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand Read More

June 28, 2021 Chuck Akre: Keeping It As Simple As Possible, But No Simpler Read More

May 28, 2021 François Rochon on the Investment Philosophy of Giverny Capital Read More