Tag: management team | MOI Global

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September 11, 2022 Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch Read More

July 1, 2022 Spotify: High-ROI Grower With Scale, Brand, and Network Effects Read More

July 1, 2022 Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader Read More

July 1, 2022 Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale Read More

July 1, 2022 Archaea Energy: Clear Leader in Landfill Renewable Natural Gas Read More

July 1, 2022 LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder Read More

July 1, 2022 Celestica: Strong FCF, With Increasing Focus on Higher-Value Services Read More

June 30, 2022 Universal Music Group: Scale Affords Negotiating Leverage Read More

June 30, 2022 Container Store: Emerging Moat Due to Focus on Custom Closets Read More

June 28, 2022 FlatexDegiro: Competitively Advantaged Low-Cost Online Broker Read More

June 14, 2022 S2E37 SPECIAL: Mike @nongaap Puangmalai on Deep Corporate Governance Analysis Read More

April 22, 2022 Harshan Jeyakumar on Intelligent Investing in Cleantech Read More

April 8, 2022 Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic Read More

April 8, 2022 Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea Read More

April 7, 2022 Aucnet: Cash-Generative Business, Misunderstood Growth Prospects Read More

April 6, 2022 Five Asian Companies to Outperform in a Stagflationary Environment Read More

April 6, 2022 Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry Read More

April 6, 2022 Alibaba: Deeply Undervalued Due to Overstated China-Related Fears Read More

January 15, 2022 Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts Read More

January 15, 2022 Fairfax India: Well-Managed, Growing Holding Company at Discount Read More