Tag: recurring revenue | MOI Global

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June 23, 2023 LSEG: Improving Data Monetization Following Refinitiv Acquisition Read More

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

June 21, 2023 Clearpoint Neuro: Tightly Owned, Net Cash, High-Margin Platform Read More

April 27, 2023 Techno Medica: Undervalued, Cash-Rich Company With Clear Catalyst Read More

April 26, 2023 ICICI Securities: India’s Leading Equity Brokerage Firm at Material Discount Read More

January 16, 2023 Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending Read More

October 18, 2022 AcadeMedia: Leading Education Company in Northern Europe Read More

July 1, 2022 Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale Read More

July 1, 2022 LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder Read More

June 29, 2022 Intuit: Recurring Revenue Franchises, Strong Retention and Monetization Read More

January 12, 2022 Houghton Mifflin: Digital Transition Improves Cash Generation Read More

November 4, 2021 Jim and Abigail Zimmerman on the Philosophy of Lowell Capital Read More

October 15, 2021 PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank Read More

October 14, 2021 Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business Read More

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

July 7, 2021 Eastern Company: Engineered Solutions Provider With Strong FCF Read More

June 28, 2021 Chuck Akre: Keeping It As Simple As Possible, But No Simpler Read More

May 12, 2021 Jon Bathgate on the Key Players and Trends in the Semiconductor Industry Read More

March 18, 2021 Marc Rubinstein on Financing Recurring Revenue Read More

February 17, 2021 Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet Read More