Tag: retail | MOI Global

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February 24, 2021 Oakcliff Capital: Reflections After Sixteen Years Read More

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

January 17, 2021 Pan Pacific: Differentiated Japanese Retailer, Expanding Geographically Read More

January 15, 2021 NVR: Capital-Returning Compounder With Long Homebuilding Runway Read More

January 15, 2021 Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers Read More

January 14, 2021 Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow Read More

January 13, 2021 TETRA Technologies: Misunderstood, With Multiple Shots on Goal Read More

January 13, 2021 Walgreens Boots Alliance: High-Quality Business at High FCF Yield Read More

January 6, 2021 Volatility-Based Alpha, Our Framework, and Compounders Read More

January 6, 2021 Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model Read More

November 24, 2020 Crossroads Capital Letter: Our Own Link to the Past Read More

November 12, 2020 STEF: Dominant Logistics Provider in Highly Fragmented Market Read More

November 5, 2020 Swatch: Leading Swiss Watch Maker, with Overcapitalized Balance Sheet Read More

October 7, 2020 ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster Read More

October 7, 2020 Zalando: Enduring Competitive Moat of Size and Network Effects Read More

October 7, 2020 Three European Companies at a Discount to Fair Value Read More

October 7, 2020 Avivasa: Well-Run, Capital-Light Franchise with Growth Runway Read More