Tag: education | MOI Global

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July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels (TRANSCRIPT NOW AVAILABLE) Read More

June 29, 2018 Harley Davidson: 10+% FCF Yield Being Paid Out in Dividends and Buybacks Read More

June 29, 2018 Golar LNG: Owns Assets Crucial to Filling Gaps in Natural Gas Supply Chain Read More

June 29, 2018 School Specialty: Education Distributor with High FCF Yield and Catalysts Read More

June 27, 2018 Ashford: Weak Management, But Wide Moat and Scalable Business Model Read More

June 27, 2018 Case Studies: The Power of a Low-Cost Advantage Read More

June 13, 2018 Previewing My Idea Presentation on School Specialty Read More

May 31, 2018 Ashiana Housing: Real Estate Developer with Growth Runway in India (TRANSCRIPT NOW AVAILABLE) Read More

April 14, 2018 MITIMCo’s Advice to Aspiring Superinvestors Read More

April 12, 2018 The Evolution of Value Investing Since Graham-Newman Read More

April 12, 2018 Rosetta Stone: Transforming to a Far More Valuable Business Model Read More

April 6, 2018 Highlighted Tweet by Gautam__Baid Read More

March 14, 2018 U.S. Airline Industry: A Rorschach Test for Investors Read More

January 30, 2018 Guy Spier in Conversation with Mohnish Pabrai Read More

January 13, 2018 FICO: Well-Managed, Misunderstood Cash Cow Business with Growth Platform Read More

January 13, 2018 Cass Information Systems: Quality Business with Float and Optionality Read More

January 13, 2018 Olympic Entertainment and AMC Entertainment: Two Contrarian Investment Ideas Read More

January 13, 2018 Franklin Covey and School Specialty: Two Underappreciated Small-Cap Ideas Read More

January 12, 2018 Saigon Cargo Services: Vietnamese Air Cargo Terminal Operator with Growth “Runway” Read More

January 12, 2018 School Specialty: Well-Managed Education Business with Hidden Growth Drivers Read More