Tag: natural resources | MOI Global

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January 12, 2024 Alico: Management Incentivized to Unlock Value of Florida Land Holdings Read More

January 6, 2024 Will Thomson and Adam Lundin on Mining and the Lundin Group Read More

June 24, 2023 FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties Read More

June 12, 2023 Adam Rozencwajg on Intelligent Investing in the Oil and Gas Sector Read More

January 18, 2023 Orion Engineered Carbons: Earnings Inflection Story in EV Components Read More

January 16, 2023 Unit Corporation: Substantial FCF, Cheap Valuation, Uplisting Catalyst Read More

January 8, 2023 Get Your Capital a Passport: Traveling Beyond the United States to Invest Read More

December 21, 2022 Will Thomson on Intelligent Investing in the Real Asset Ecosystem Read More

April 9, 2022 Mongolia: Three Investment Ideas to Access This Growing Frontier Market Read More

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

November 4, 2021 Jim and Abigail Zimmerman on the Philosophy of Lowell Capital Read More

September 30, 2021 Adam Rozencwajg on the Investment Implications of Copper Supply Issues Read More

August 9, 2021 Adam Rozencwajg on Value Investing in the Oil and Gas Sector Read More

July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

May 28, 2021 François Rochon on the Investment Philosophy of Giverny Capital Read More

January 28, 2021 Massif Capital Commentary: Growth Markets Meet Tangible Assets Read More

January 17, 2021 Cato: Profitable Retailer With Hidden Real Estate and Excess Cash Read More

January 16, 2021 Loral: HoldCo Discount to Be Eliminated Post-Merger With Telesat Read More

July 3, 2020 Transcontinental: Underappreciated Resiliency and FCF Generation Read More

April 19, 2020 Chip Russell on Investing in a Transition to a Low Carbon Economy Read More