Tag: gold | MOI Global

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

July 31, 2020 Episode 2: Corporate Governance | Housing and Business Cycle | Gold Read More

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

July 8, 2020 The Dam Has Broken Read More

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

June 28, 2020 Stanley Druckenmiller on the Investment Landscape Amid COVID Read More

May 3, 2020 Berkshire Hathaway Annual Meeting 2020 Read More

April 28, 2020 ESG: The Latest Incarnation of Marketing-Led Investment Strategies Read More