Tag: management team | MOI Global

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

November 10, 2019 Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business (TRANSCRIPT NOW AVAILABLE) Read More

October 30, 2019 Update on Key Holdings of Brennan Asset Management Read More

October 22, 2019 The Concept of Traps, Updates on Mastercard and Tiffany Read More

October 21, 2019 Kambi: The Picks-and-Shovels of the Sports Betting Industry Read More

October 4, 2019 Envea: High-Quality, Well-Run Maker of Air Quality Equipment Read More

October 3, 2019 Henkel: Underappreciated Consumer Goods and Adhesives Leader Read More

September 29, 2019 Diagram of Ensemble’s Investment Philosophy Read More

September 28, 2019 Investment Mistakes: Scratch or Scar? Read More

September 19, 2019 David Marcus on Partnering with Owner-Operators in Europe Read More

September 3, 2019 Samer Hakoura on Lessons from Owning Private Family Businesses Read More

August 18, 2019 Why SVN Capital Decided to Invest in A.O. Smith Read More

August 5, 2019 Dan Bleicher on Compounders and Underfollowed Gems Read More

August 2, 2019 François Rochon: The Art of Investing — Going Beyond the Numbers Read More

July 31, 2019 Reviewing Our Theses on Disney, Charter, Comcast, RBI, F1, and Fox Read More

July 22, 2019 Value Investors – Avoiding Mining at All Costs, But Why? Read More

July 15, 2019 Michael Huber on Private Equity-Style Investing in Public Markets Read More

July 8, 2019 Adam Schwartz on First Beijing and Value Investing in China Read More

July 7, 2019 Highlights from Wide-Moat Investing Summit 2019 Read More

July 6, 2019 Moat Erosion Starts Behind the Castle Walls Read More