Tag: gold | MOI Global

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July 16, 2021 Scott Davis on His Book, Lessons from the Titans Read More

July 16, 2021 Professor Robert Aliber on His Book, Manias, Panics, and Crashes Read More

July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

July 8, 2021 Peloton: Interactive Fitness Platform, Vertically Integrated Media Company Read More

May 28, 2021 François Rochon on the Investment Philosophy of Giverny Capital Read More

February 24, 2021 Marc Rubinstein on the Challenges Facing Facebook’s Diem Read More

February 17, 2021 Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet Read More

January 20, 2021 Haidilao: Chinese Restaurant Chain With Unique Culture, Long Runway Read More

January 16, 2021 Anglo Pacific: Commodity Company With Attractive Business Model Read More

January 16, 2021 CVS, UnitedHealth, Anthem: Strong Free Cash Flow, Attractively Valued Read More

January 15, 2021 ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion Read More

January 13, 2021 U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends Read More

January 5, 2021 Best Ideas 2021 Preview: Commodity Company With Attractive Model Read More

December 28, 2020 The Manual of Ideas – Winter 2021 Edition Read More

November 24, 2020 Timing the Markets: Dow Theory for the 21st Century Read More

November 6, 2020 Polyus: Low-Cost Russian Gold Miner, with Growing Production Read More

November 5, 2020 Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet Read More

October 15, 2020 Twenty Years After the Original Tech Bubble: Techno Party 2 Read More

October 5, 2020 Highlighted Tweet by permanentcap Read More

August 28, 2020 Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment Read More