Tag: net asset value | MOI Global

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January 16, 2023 Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty Read More

January 6, 2023 Best Ideas 2023 Preview: Sprott Physical Uranium Trust Read More

October 13, 2022 Merlin Properties: Iberian REIT Leader With Attractive Portfolio Read More

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

January 13, 2022 Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth Read More

January 12, 2022 SoftBank: Recent Controversies Create Attractive NAV Discount Read More

January 10, 2022 Equinox Gold: Fast-Growing Mid-Tier Producer at Steep Discount Read More

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

August 18, 2021 Learning From Jean-Marie Eveillard: Quotations and References Read More

July 10, 2021 FRP: Wide-Moat Assets to Drive Property Appreciation Over Time Read More

July 7, 2021 JBG Smith: Attractively Valued REIT, With Multiple Growth Catalysts Read More

May 27, 2021 A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management Read More

January 22, 2021 Sabcap: Unbroken Compounder at Steep Discount to Net Asset Value Read More

January 13, 2021 Straits Trading: Real-Time Case Study in Holding Company Investing Read More

January 6, 2021 A Cheat Sheet on Holding Companies for Value Investors Read More

January 5, 2021 Introducing the ZIPSS: Zillow, IAC, PAR Technology, Stitch Fix, Square Read More

December 28, 2020 The Manual of Ideas – Winter 2021 Edition Read More

November 12, 2020 STEF: Dominant Logistics Provider in Highly Fragmented Market Read More

August 11, 2020 The Search for Value, and the Road Ahead Read More

July 3, 2020 Liberty Sirius XM: Exposure to Satellite Radio Leader at Discount Read More