Tag: forecasts | MOI Global

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September 10, 2020 Zalando Investment Thesis: The Fashion Platform of the Future Read More

July 26, 2020 Lawrence A. Cunningham on His Book, Dear Shareholder Read More

July 3, 2020 Take-Two Interactive: Premium IP, High ROIC, and Growing FCF Read More

July 2, 2020 Unilever: Consistent, Predictable, Growing Business at Fair Price Read More

March 19, 2020 Rudi van Niekerk on Intelligent Investing in Crisis Mode: A South African Perspective Read More

March 17, 2020 Samuel S. Weber on Intelligent Investing in Crisis Mode: General Thoughts, Value in German Equities Read More

January 28, 2020 Pick Your Poison: Implicit Vs Explicit Forecasts Read More

January 11, 2020 Megacable: Strategic Assets, Attractive Growth, Strong Balance Sheet Read More

January 10, 2020 Charles River: Dominant Pre-Clinical Research Services Outsourcer Read More

January 7, 2020 Best Ideas 2020 Preview: KVH Industries Read More

January 7, 2020 The Most Important Mental Model, or On Being a Fallibilist Read More

December 19, 2019 Position Sizing (Part Four): How We Assess Conviction Read More

November 27, 2019 The Heart of Value Investing Read More

November 10, 2019 Babcock International: Stable Business with High Barriers to Entry Read More

October 30, 2019 Update on Key Holdings of Brennan Asset Management Read More

October 21, 2019 Kambi: The Picks-and-Shovels of the Sports Betting Industry Read More

September 29, 2019 Diagram of Ensemble’s Investment Philosophy Read More

September 29, 2019 Michael Mauboussin on His Book, More Than You Know Read More

September 19, 2019 David Marcus on Partnering with Owner-Operators in Europe Read More

September 9, 2019 Position Sizing: Why Conviction Matters Read More