Tag: emerging markets | MOI Global

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September 16, 2022 Automotive Industry: Attractive Medium-Term Investment Case Read More

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

July 1, 2022 Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader Read More

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

June 30, 2022 Copart and IAA: Salvage Auction Leaders With Attractive Economics Read More

June 27, 2022 Sarana Menara Nusantara: Growing Tower Business With Strong ROI Read More

April 15, 2022 Redington India: Move From Products to Services Creates Growth Engine Read More

April 8, 2022 Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea Read More

April 7, 2022 Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition Read More

April 6, 2022 Biocon: Vertically Integrated Growth Business With Transaction Catalyst Read More

January 30, 2022 Global Fashion Group: Well-Positioned E-Commerce Player at Discount Read More

January 15, 2022 LILAK, Mega: Generational Bargains in Latin American Cable Equities Read More

January 14, 2022 Grupo Sura: Undervalued Colombian HoldCo With Quality Assets Read More

January 3, 2022 Small- and Mid-Cap Investing in Emerging Markets; China vs. India Read More

December 14, 2021 Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds Read More

October 15, 2021 WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry Read More

October 14, 2021 Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business Read More

October 14, 2021 British American Tobacco: Growing Leader at Double-Digit FCF Yield Read More

October 14, 2021 Georgia Capital: Well-Managed Investment Holding at Discount Read More

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