Tag: ROIC | MOI Global

MOI Global | The Membership Community of Intelligent Investors

July 26, 2020 Lawrence A. Cunningham on His Book, Dear Shareholder Read More

July 3, 2020 Highlights from Wide-Moat Investing Summit 2020 Read More

July 3, 2020 Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics Read More

July 3, 2020 Masimo: Improving Patient Outcomes While Reducing System-Wide Costs Read More

July 3, 2020 Take-Two Interactive: Premium IP, High ROIC, and Growing FCF Read More

July 3, 2020 OTIS: Recently Spun Off Elevator Leader with High ROIC Read More

July 3, 2020 Transcontinental: Underappreciated Resiliency and FCF Generation Read More

July 2, 2020 Unilever: Consistent, Predictable, Growing Business at Fair Price Read More

July 2, 2020 Rimini: Well-Suited to Gain Share in Application Management Services Read More

July 2, 2020 Exponent: Leveraging Historic Relationships to Drive Organic Growth Read More

April 19, 2020 Chip Russell on Investing in a Transition to a Low Carbon Economy Read More

April 10, 2020 Bajaj Holdings: Indian Holding Company at Steep Discount to NAV Read More

April 9, 2020 Isaac Schwartz Shares Perspectives on Value Investing in Asia Read More

April 8, 2020 Haier Electronics: Consumer Durables Leader, with Net Cash Balance Sheet Read More

April 4, 2020 Tom Russo on Intelligent Investing in Crisis Mode: The Day the Dow Dropped 3,000 Points Read More

March 19, 2020 Ed Wachenheim on Intelligent Investing in Crisis Mode: Assessing Ideas in Banking and Housing Read More

February 8, 2020 Paychex: PEO Administration Business to Drive Long-Term Upside Read More

February 1, 2020 Winter 2020 Investment and Market Update of Ensemble Capital Read More

January 31, 2020 Select Portfolio Investments: Building Products Companies Read More

January 29, 2020 Our Portfolio: Value Investing in Software Read More