Tag: private equity | MOI Global

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August 17, 2018 Tim McElvaine Sums Up His Investment Thesis on GE Read More

August 12, 2018 A Quick Survey of Some of Our Top Holdings Read More

July 27, 2018 Cargojet: Air Cargo Leader Nearing End of Capex Cycle, FCF to Accelerate (TRANSCRIPT NOW AVAILABLE) Read More

July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels (TRANSCRIPT NOW AVAILABLE) Read More

July 21, 2018 Peter Kennan on Deep Value Investing and Activism in Asia Read More

July 16, 2018 Valentum sobre TCM Group Read More

June 29, 2018 TripAdvisor: Strong Network Effect with Monetization Opportunities Read More

June 29, 2018 HolidayCheck: Growth to Accelerate at Leading German Hotel Review Site Read More

June 28, 2018 Moats: Measuring, Exploitations and Challenges, Quality vs. Price Read More

June 28, 2018 GrafTech: Graphite Electrode Producer with FCF Opportunity Read More

June 27, 2018 Middleby, Freshii: Two Restaurant-Related Ideas Led by Missionaries Read More

May 22, 2018 Bank of Baroda: Government-Owned Bank with Strong Management (TRANSCRIPT NOW AVAILABLE) Read More

April 12, 2018 The Evolution of Value Investing Since Graham-Newman Read More

April 12, 2018 Rosetta Stone: Transforming to a Far More Valuable Business Model Read More

April 6, 2018 PNB Housing Finance: Carlyle-Backed, Recently Public Company Read More

April 6, 2018 Ashok Kinha on Capital Market vs. Business Investments in Asia Read More

April 6, 2018 GMR Infrastructure: Complexity Keeps Market Quotation Unjustifiably Low (TRANSCRIPT NOW AVAILABLE) Read More

April 6, 2018 Ravi Dharamshi on Small Finance Banks in India Read More

April 5, 2018 Halyk Savings Bank: Dominant Deposit Share in Kazakhstan Read More

April 5, 2018 Reliance: Digital Tech Subsidiary, Jio, Underappreciated by Investors Read More