Tag: mission-critical | MOI Global

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

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

October 14, 2021 Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business Read More

August 5, 2021 James Aldigé on the Investment Philosophy of Clio Asset Management Read More

July 10, 2021 Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

February 26, 2021 Oakcliff Capital: Reflections After Sixteen Years Read More

January 15, 2021 Bluebird Bio, Renalytix: Healthcare Innovators Riding Major Tailwinds Read More

October 17, 2020 Mynaric: Strategically Important Leader in Laser Communications Read More

July 2, 2020 Rimini: Well-Suited to Gain Share in Application Management Services Read More

April 21, 2020 Q1: Opportunity to Higher-Grade the Portfolio with Great Businesses Read More

March 23, 2020 David Barr on Intelligent Investing in Crisis Mode: Four Potential Investment Strategies Read More

March 7, 2020 My In-Depth Investment Thesis on Elastic Software Read More

February 8, 2020 Paychex: PEO Administration Business to Drive Long-Term Upside Read More

February 2, 2020 WANdisco: Recurring Revenue Growth Underappreciated by Mr. Market Read More

February 1, 2020 Winter 2020 Investment and Market Update of Ensemble Capital Read More

January 29, 2020 Our Portfolio: Value Investing in Software Read More

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

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

January 7, 2020 First-Lien (Bond-like) Infrastructure Investments Read More