Tag: management team | MOI Global

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January 18, 2024 Northeast Bank: Well-Managed, Opportunistic Purchaser of CRE Loans Read More

January 10, 2024 North American Construction, Ashtead Group, Builders FirstSource Read More

December 26, 2023 Best Ideas 2024 Preview: Lollapalooza of Scale, Consolidation, and Growth Read More

October 19, 2023 Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM Read More

October 18, 2023 Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet Read More

October 18, 2023 Niox: Asthma Diagnostics Business Undergoing Positive Change Read More

October 18, 2023 Bakkafrost: Fully Integrated Salmon Producer With Growth Runway Read More

October 17, 2023 Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet Read More

October 17, 2023 Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles Read More

October 17, 2023 Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller Read More

September 26, 2023 J.Dennis Jean-Jacques on Investing in Dislocations Read More

June 25, 2023 CDW: Scale-Advantaged Value-Added Reseller With Growth Runway Read More

June 24, 2023 Glanbia: Misvalued Power Brands in Structural Growth Industry Read More

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

June 24, 2023 Sprouts: Attractive Grocery Business With Friendly Capital Allocation Read More

June 23, 2023 LSEG: Improving Data Monetization Following Refinitiv Acquisition Read More

June 23, 2023 NVR: Homebuilder With High-ROIC, Differentiated Operating Model Read More

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

June 22, 2023 O-I Glass: Well-Run, Predictable, Quality Business With Low Cyclicality Read More

June 21, 2023 Clearpoint Neuro: Tightly Owned, Net Cash, High-Margin Platform Read More