Tag: Korea | MOI Global

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January 15, 2024 KINX: High-Quality, Growing Data Center Services Provider in Korea Read More

June 24, 2023 TSMC: Scale-Advantaged Technology and Manufacturing Leader Read More

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

January 18, 2023 Orion Engineered Carbons: Earnings Inflection Story in EV Components Read More

January 12, 2023 Thinking About Opportunities and Challenges in Developing Markets Read More

April 9, 2022 Mongolia: Three Investment Ideas to Access This Growing Frontier Market Read More

April 6, 2022 Biocon: Vertically Integrated Growth Business With Transaction Catalyst Read More

December 14, 2021 Savneet Singh and Scott Miller on Winning in Enterprise Softwaret Read More

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

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

July 10, 2021 Entegris: Benefiting From Increased Complexity in Semiconductors Read More

April 12, 2021 Public Equities in Southeast Asia: An Overlooked Asset Class Read More

February 4, 2021 Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep Read More

January 21, 2021 Nice Info: Well-Managed, High-ROIC Credit Information Leader in Korea Read More

January 15, 2021 ICE: Capital-Light, Countercyclical Grower With FCF Margin Expansion Read More

January 13, 2021 Straits Trading: Real-Time Case Study in Holding Company Investing Read More

September 25, 2020 Owner-Operator Case Study: Matthew Miau and the MiTAC-Synnex Group Read More

September 17, 2020 Co-Founder Jim Sinegal on the Costco Story and Business Model Read More

July 3, 2020 FANUC: True Economics Masked by Capacity and R&D Investments Read More

May 25, 2020 Show Some Respect to Uncle Sam Read More