Tag: portfolio concentration | MOI Global

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January 14, 2024 ISSC: New CEO, Expanding Margins, Value-Accretive Acquisition Read More

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

June 22, 2023 Bel Fuse: Successfully Repositioning as Wide-Moat, Niche Business Read More

April 27, 2023 Japanese Small Value: Opportunity Set, Constraints, Valuations Read More

January 18, 2023 API Group: Industry Leader With High-ROIC Consolidation Opportunities Read More

January 17, 2023 Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2023 Read More

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

January 16, 2023 Liberty Braves: Growing Monopoly With Unappreciated Catalyst Read More

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

October 18, 2022 Qiagen: Medical Diagnostics Leader With Long Growth Runway Read More

October 7, 2022 Larry Pitkowsky on the Investment Philosophy of GoodHaven Read More

August 21, 2022 Kevin Durkin on His Investment Philosophy and Process Read More

July 20, 2022 Richard Lawrence on The Model: 37 Years Investing in Asian Equities Read More

April 7, 2022 Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead Read More

March 18, 2022 Ravi Dharamshi on Value-Oriented Investing in India Read More

January 15, 2022 Rent-A-Center: Transformed Into High-Growth Fintech Platform Read More

January 15, 2022 Dignity: Turning Around Under New Leadership, with Catalyst Read More

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

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

August 27, 2021 William Knowles on Concentrated, Low-Turnover, Quality-First Investing Read More