Tag: retail | MOI Global

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July 10, 2021 Next plc: Simple, Well-Managed, Well-Positioned, Growing Business Read More

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

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

June 11, 2021 Brinton Johns on Complexity Investing: Resilience and Optionality Read More

May 18, 2021 Rickard Vallöf on Competitive Trends in European Grocery Retail Read More

May 11, 2021 Marc Rubinstein on Warren Buffett and the Allure of Permanent Capital Read More

April 30, 2021 Peter Mantas on Investing at the Frontier of Quantum Computing Read More

April 29, 2021 Connor Haley on Small-Cap Investing and Standing Up for Owner Rights Read More

April 14, 2021 Sky Network TV: Strong FCF Generator With Cleaned Up Balance Sheet Read More

April 14, 2021 CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn Read More

April 14, 2021 Havells India: Leader in Electrical Goods and Consumer Durables Read More

April 1, 2021 Marc Rubinstein on Online Brokers: From ETrade to eToro Read More

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

February 4, 2021 Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep Read More

January 27, 2021 CarLotz: Used Vehicle Retail Disruptor Following Carvana Playbook Read More

January 27, 2021 Naked Wines: Subscription-Based Business With Strong Unit Economics Read More

January 26, 2021 Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties Read More

January 21, 2021 AutoZone: Well-Run Auto Parts Retailer With Growth Prospects Read More

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

January 17, 2021 Cato: Profitable Retailer With Hidden Real Estate and Excess Cash Read More