Tag: ROIC | MOI Global

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

June 23, 2023 NVR: Homebuilder With High-ROIC, Differentiated Operating Model 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

June 21, 2023 Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses Read More

April 26, 2023 KDDL: Unique Twofer Tied Closely to Swiss Luxury Watch Industry Read More

April 26, 2023 RACL Geartech: Owner-Operated, Growing, High-Quality Gear Maker Read More

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

February 23, 2023 Outperforming by Focusing on Good Businesses With Low Expectations Read More

January 24, 2023 Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business Read More

January 19, 2023 Edita Food: Powerful Brands and Durability in Developing World Read More

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

January 18, 2023 Orion Engineered Carbons: Earnings Inflection Story in EV Components Read More

January 17, 2023 Heritage-Crystal Clean: Wide-Moat Route Density Business Read More

January 17, 2023 Medifast: Weight Loss Manager Undergoing Temporary Slowdown Read More

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

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

January 16, 2023 Liberty Latin America: FCF Growth, Buybacks to Drive Equity Upside Read More

October 18, 2022 Mercedes-Benz: Global Leader in High-End Automotive Segment Read More

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