Tag: M&A | MOI Global

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January 18, 2024 Capri/Tapestry: M&A Arbitrage Situation With Attractive Risk/Reward Read More

January 19, 2023 Newtek: Valuation Opportunity Due to Transition From BDC to Bank Read More

January 17, 2023 Rogers: Improving Operations, Orphaned Due to Scuttled Deal Read More

June 29, 2022 Intuit: Recurring Revenue Franchises, Strong Retention and Monetization Read More

May 6, 2022 Best Ideas Omaha 2022: Shree Viswanathan on Dino Polska Read More

April 8, 2022 KRBL: Well-Run Basmati Rice Leader With Mindset of Profitable Growth Read More

April 7, 2022 Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead Read More

April 6, 2022 Japan Small Value: Relative Valuations, Opportunity Set, Constraints Read More

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

March 1, 2022 S2E24 SPECIAL: Mario Cibelli on the New Reality for Growth Companies Read More

January 15, 2022 Serial Growth, Operating Leverage in Consolidating Fragmented Industries Read More

January 13, 2022 Acme United: Steadily Growing Supplier of Niche Consumer Products Read More

January 13, 2022 FICO: Pricing Power, Double-Digit Organic Growth, High Margins Read More

January 12, 2022 Discovery: Warner Deal and Strong FCF Underappreciated by Market Read More

January 5, 2022 Stay Cognizant of Market History, Focus on Cash Flow Over Stories Read More

September 21, 2021 European Banks Might Finally Be Ready to Rise From the Ashes Read More

May 10, 2021 Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing Read More

April 16, 2021 IDFC: Material Discount to SOTP Value, With Value-Unlocking Catalyst Read More

January 22, 2021 eDreams: Online Travel Agency With Growing Membership Revenue Read More

January 22, 2021 Charles River: Misunderstood, Well-Run Boutique Consulting Firm Read More