Tag: housing | MOI Global

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January 17, 2024 American Express: Well-Run, Cheap Compounder Hiding in Plain Sight Read More

September 8, 2023 What Higher Rates Mean for Housing and Mortgage Markets Read More

June 24, 2023 FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties Read More

June 23, 2023 NVR: Homebuilder With High-ROIC, Differentiated Operating Model Read More

June 22, 2023 Bandai Namco: Entertainment Company With Strong IP and Culture Read More

January 19, 2023 Consorcio Ara: Undervalued Mexican Homebuilder With Large Land Bank Read More

January 18, 2023 Ströer: Family-Controlled Out-of-Home Advertising Company Read More

January 17, 2023 HDFC Bank: Sustainably Growing Market Share Leader in India Read More

January 16, 2023 Crossroads Impact: Advantaged Leader in Growing, Massive Market Read More

October 14, 2022 Lloyds Banking Group: Dominant UK Lender With Improving Outlook Read More

October 7, 2022 Larry Pitkowsky on the Investment Philosophy of GoodHaven Read More

October 1, 2022 Thought Exercise: Explaining the Global Macro Situation to a Martian Read More

July 20, 2022 Nick Timiraos on Trillion Dollar Triage: How Jay Powell and the Fed Battled… Read More

July 7, 2022 Countryside Partnerships: Catalyst-Rich, High-Quality Compounder Read More

July 1, 2022 LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder Read More

July 1, 2022 Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers Read More

April 8, 2022 Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea Read More

April 8, 2022 Home First: Tech-Enabled Housing Lender With Differentiated Model Read More

April 6, 2022 Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile Read More

April 5, 2022 S2E28: Investing in Housing and Homebuilders Read More