Tag: forecasts | MOI Global

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

June 22, 2023 O-I Glass: Well-Run, Predictable, Quality Business With Low Cyclicality Read More

June 21, 2023 Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets Read More

April 27, 2023 Japanese Small Value: Opportunity Set, Constraints, Valuations Read More

April 26, 2023 CHI: Fuel Import Terminal with Near-Monopoly Access to Auckland Read More

January 18, 2023 Charter: Depressed Sentiment Despite Steady FCF Generation Read More

January 17, 2023 Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2023 Read More

January 16, 2023 Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst Read More

January 16, 2023 Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty Read More

January 13, 2023 Amazon: Value Hiding in Plain Sight (Best Ideas 2023 Preview) Read More

December 22, 2022 Will Thomson on Intelligent Investing in the Real Asset Ecosystem Read More

December 22, 2022 Howard Marks and Chris Goulakos on Investing Amid Macro Challenges Read More

October 14, 2022 Lloyds Banking Group: Dominant UK Lender With Improving Outlook Read More

July 1, 2022 Archaea Energy: Clear Leader in Landfill Renewable Natural Gas Read More

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

April 8, 2022 ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely Read More

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

April 6, 2022 Japan Small Value: Relative Valuations, Opportunity Set, Constraints Read More

January 9, 2022 Centre Testing: Leading Testing and Inspection Provider in China Read More

December 14, 2021 Howard Marks and Chris Goulakos on Tech Disruption and Value Investing Read More