Tag: returns on capital | MOI Global

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

October 19, 2023 Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM Read More

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

June 24, 2023 TSMC: Scale-Advantaged Technology and Manufacturing Leader Read More

June 24, 2023 Sprouts: Attractive Grocery Business With Friendly Capital Allocation Read More

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

June 22, 2023 O-I Glass: Well-Run, Predictable, Quality Business With Low Cyclicality Read More

June 21, 2023 Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets Read More

April 26, 2023 Glenmark Pharma: Gaining Market Share, Improving Capital Allocation Read More

April 25, 2023 Hartalega: Industry-Leading Glove Maker With Compounder Attributes Read More

January 17, 2023 IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions Read More

January 16, 2023 ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood Read More

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

January 16, 2023 Nestle: Changes in Culture and Portfolio Drive Growth Acceleration Read More

January 14, 2023 Thinking in First Principles: Focusing on Duration in Equity Investing Read More

October 18, 2022 Qiagen: Medical Diagnostics Leader With Long Growth Runway Read More

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

October 7, 2022 Larry Pitkowsky on the Investment Philosophy of GoodHaven Read More

September 2, 2022 Vinay Rao on Managing the Portfolio of Tata AIG General Insurance Read More

July 1, 2022 Archaea Energy: Clear Leader in Landfill Renewable Natural Gas Read More