Tag: principles | MOI Global

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October 19, 2023 Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM Read More

October 17, 2023 Petershill Partners: Attractive Portfolio of General Partner Interests Read More

September 26, 2023 Dede Eyesan on His Research Report, Global Outperformers Read More

June 22, 2023 Bandai Namco: Entertainment Company With Strong IP and Culture Read More

April 27, 2023 Quantitative Value with Momentum: Strategy, Algorithm, Holdings Read More

April 25, 2023 CSB Bank: Fairfax-Controlled Bank in Value-Unlocking Transformation Read More

January 19, 2023 Fairfax India: Collection of High-Quality Assets at Discount to NAV Read More

January 18, 2023 Airbnb: Fast-Growing, Profitable, Founder-Led Hospitality Disruptor Read More

January 17, 2023 Three NCAV Bargains: Car Mate Mfg, Daiken Co, Playmates Toys Read More

January 14, 2023 Thinking in First Principles: Focusing on Duration in Equity Investing Read More

January 13, 2023 Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond Read More

December 29, 2022 Bill George on His Leadership Style as Former CEO of Medtronic Read More

December 28, 2022 Neeraj Marathe on Small- and Mid-Cap Value Investing in India Read More

December 22, 2022 Howard Marks and Chris Goulakos on Investing Amid Macro Challenges 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

October 2, 2022 Peter Gustafson on Long-Term Co-Ownership of Great Businesses Read More

September 2, 2022 Kochouseph Chittilappilly on Building Two Public Companies in India Read More

September 2, 2022 Vinay Rao on Managing the Portfolio of Tata AIG General Insurance Read More

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