Tag: management team | MOI Global

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January 23, 2020 Value Investing in Japan: Our View on Engagement Read More

January 22, 2020 Surveying the SVN Capital Portfolio Read More

January 11, 2020 Time Technoplast: Dominant Position in Plastic Industrial Packaging in India Read More

January 11, 2020 Formula Systems: Software-Focused Holding Company at Discount to NAV Read More

January 11, 2020 Liberty: Oilfield Services Firm with Leading Operational Execution Read More

January 11, 2020 Clear Media: Dominant Player in Chinese Bus Shelter Advertising Read More

January 10, 2020 Hemisphere Media: Unique Hispanic Media Assets, Strong Management Read More

January 10, 2020 Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts Read More

January 8, 2020 Three Ideas: Senior Lien (Bond Like) Infrastructure Investments Read More

December 19, 2019 Position Sizing (Part Four): How We Assess Conviction Read More

November 30, 2019 China Investing Trip: Felix Narhi’s Takeaways Read More

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