Tag: portfolio concentration | MOI Global

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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

August 21, 2021 Edward Chang on Investing in Undervalued Growth Stocks Read More

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

July 8, 2021 Clarus: Owner-Operator Creating Value Through Capital Allocation Read More

July 8, 2021 Peloton: Interactive Fitness Platform, Vertically Integrated Media Company Read More

May 6, 2021 Bryan Lawrence on the Investment Philosophy of Oakcliff Capital Read More

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

January 21, 2021 Salesforce.com: Defensible Market Dominance, Profitable Growth Read More

January 20, 2021 ECN Capital: Transformed, High-Quality Business With Growth Runway Read More

January 18, 2021 Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021 Read More

January 18, 2021 Nuance: Leader in Software-Driven Voice Transcription for Physicians Read More

January 14, 2021 RWE: European Utility Transitioning to Renewable Power Leadership Read More

January 6, 2021 Volatility-Based Alpha, Our Framework, and Compounders Read More

November 24, 2020 Crossroads Capital Letter: Our Own Link to the Past Read More