Tag: public markets | MOI Global

MOI Global | The Membership Community of Intelligent Investors

January 9, 2024 Why Optimism Regarding Future Small-Cap Returns May Be Misplaced Read More

October 26, 2023 J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process Read More

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

September 26, 2023 J.Dennis Jean-Jacques on Investing in Dislocations Read More

June 25, 2023 CDW: Scale-Advantaged Value-Added Reseller With Growth Runway Read More

January 19, 2023 Subsea 7: Niche Offshore Services Leader at Major Inflection Point Read More

January 18, 2023 CRC: Top O&G Producer in California, Carbon Capture and Storage Leader Read More

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

January 18, 2023 Ströer: Family-Controlled Out-of-Home Advertising Company Read More

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

October 14, 2022 Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank Read More

June 28, 2022 FlatexDegiro: Competitively Advantaged Low-Cost Online Broker Read More

April 8, 2022 Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea Read More

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

January 14, 2022 P10: Premier Private Markets Asset Manager Focused on Middle Market Read More

January 13, 2022 FLEX: Sustainable Manufacturing, With NEXTracker IPO on Horizon Read More

December 14, 2021 Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry Read More

July 29, 2021 Kuntal Shah on Three Decades of Intelligent Investing in India Read More

July 18, 2021 Ted Seides on Capital Allocators: How the World’s Elite Managers Lead… Read More

July 16, 2021 Rajeev Mantri and Harsh Gupta Madhusudan on “A New Idea of India” Read More