Tag: negative working capital | MOI Global

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October 18, 2022 AcadeMedia: Leading Education Company in Northern Europe Read More

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

July 10, 2021 Next plc: Simple, Well-Managed, Well-Positioned, Growing Business Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

April 10, 2020 CONCOR: Dominant, Growing Container Train Operator in India Read More

November 10, 2019 Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business (TRANSCRIPT NOW AVAILABLE) Read More

October 9, 2019 Highlights from European Investing Summit 2019 Read More

August 13, 2019 GoDaddy: Scale Player in a Fragmented Industry Read More

June 29, 2019 Pigeon, Netease, Moutai: Three Wide-Moat Companies in Asia Read More

February 26, 2019 ZAGG: Smartphone Accessory Company at ~20% FCF Yield Read More

January 16, 2019 ITE: Founder-Led Exhibitions Organizer at High-Teens FCF Yield Read More

April 10, 2018 Highlights from Asian Investing Summit 2018 Read More

April 6, 2018 CARE Ratings: Second-Largest Credit Ratings Agency in India Read More

April 5, 2018 JD.com: Underappreciated Alibaba Challenger with Key Advantages Read More

March 14, 2018 U.S. Airline Industry: A Rorschach Test for Investors Read More

June 28, 2017 AmerisourceBergen: Logistics Moat with Best-in-Class Cash Conversion Read More

February 13, 2017 Gaia: Asset-Light, Negative Working Capital, Scalable Video-on-Demand Business Read More

October 6, 2015 Ocado: World’s Largest Pure Play Online Grocery Retailer Read More

July 1, 2014 FTD: A Premier Floral and Gifting Company Read More

March 2, 2014 Charles de Lardemelle on His Approach to Global Investing Read More