Tag: high yield | MOI Global

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

January 17, 2023 Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry Read More

January 16, 2023 Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending Read More

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

June 28, 2022 Trulieve Cannabis: Well-Managed, Dominant Multi-State Operator Read More

January 13, 2022 CNH Industrial: Well-Managed Post-Spinoff RemainCo at Discount Read More

January 9, 2022 Kaspi: E-Commerce, Fintech, and Payments Leader in Kazakhstan Read More

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

July 9, 2021 Trulieve Cannabis: Strong Team, Barriers to Entry, Growth Profile Read More

January 27, 2021 CarLotz: Used Vehicle Retail Disruptor Following Carvana Playbook Read More

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

April 8, 2020 Howard Marks on Investing in Crisis: End of the World as We Know It? Read More

March 18, 2020 Frank Fischer on Intelligent Investing in Crisis Mode: A German Superinvestor’s Perspective Read More

January 11, 2020 Diamond S Shipping: Recently Formed, With Highly Capable CEO Read More

January 11, 2020 Liberty: Oilfield Services Firm with Leading Operational Execution Read More

October 9, 2019 Keith Smith of Bonhoeffer Fund Discusses His Investment Philosophy Read More

September 19, 2019 Charles de Vaulx on Value Investing in a Changing World Read More

August 11, 2019 Investing in an Environment of Negative Bond Yields Read More

August 1, 2019 Value Investing Amid Low and Incomprehensibly Low Interest Rates Read More

June 28, 2019 Take-Two: Moaty Video Game Publisher with Excellent Management Read More