Tag: forecasts | MOI Global

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January 6, 2021 A Cheat Sheet on Holding Companies for Value Investors Read More

November 20, 2020 Q3 Investment Commentary of RGA Investment Advisors: Ignition Read More

October 6, 2020 Ferrari: Luxury Identity Brand with Enviable Business Model Read More

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