Tag: Italy | MOI Global

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November 12, 2020 STEF: Dominant Logistics Provider in Highly Fragmented Market Read More

October 7, 2020 Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield Read More

October 7, 2020 Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

October 6, 2020 MailUp: Marketing Automation Provider at Discount to Global Peers Read More

September 25, 2020 Peter Cundill’s Thought Process on When to Sell Read More

April 29, 2020 Sid Choraria on Developing a Winning Investment Process in Asia Read More

April 2, 2020 Chris Swasbrook on Intelligent Investing in Crisis Mode: Opportunities in Quality Businesses Read More

March 27, 2020 Elliot Turner on Intelligent Investing in Crisis Mode: The COVID Response, and Selected Ideas Read More

March 26, 2020 Chris Bloomstran on Intelligent Investing in Crisis Mode: BRK Update, Government Intervention Read More

March 20, 2020 Guy Spier on Intelligent Investing in Crisis Mode: Long-Term Perspective Amid Psychological Stress Read More

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

March 18, 2020 Massimo Fuggetta on Intelligent Investing in Crisis Mode: Thinking About Value in Italian Small-Caps Read More

March 10, 2020 Dealing with Uncertainty Read More

March 10, 2020 March 2020 Commentary of RGA Investment Advisors Read More

February 1, 2020 Winter 2020 Investment and Market Update of Ensemble Capital Read More

January 22, 2020 Surveying the SVN Capital Portfolio Read More

December 22, 2019 Merry Christmas from Mr. Market? Read More

November 10, 2019 Agfa-Gevaert: Key Shareholder Actively Engaged in Value Creation (TRANSCRIPT NOW AVAILABLE) Read More

November 10, 2019 Groupe Guillin: Family-Owned, FCF-Generative Plastic Packaging Business Read More