Tag: Italy | MOI Global

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May 7, 2022 Best Ideas Omaha 2022: Christian Billinger on Davide Campari Milano Read More

January 30, 2022 Global Fashion Group: Well-Positioned E-Commerce Player at Discount Read More

October 15, 2021 PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank Read More

October 15, 2021 Future plc: Highly Successful Buy-and-Build Strategy in Media and Publishing Read More

October 12, 2021 Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper Read More

October 5, 2021 S2E4 Special: How the World‘s Greatest Investors Win, with William Green Read More

October 4, 2021 Common Sense Is Uncommon: Areas of Concern in a Speculative Market Read More

September 29, 2021 Grahamian Investing: How to Reinvent and Reinvigorate Value Investing Read More

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

April 23, 2021 William Green on His Book, Richer, Wiser, Happier Read More

January 13, 2021 Walgreens Boots Alliance: High-Quality Business at High FCF Yield Read More

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