Tag: ROIC | MOI Global

MOI Global | The Membership Community of Intelligent Investors

May 7, 2022 Best Ideas Omaha 2022: Tom Russo on Global Investing and Heineken Read More

January 14, 2022 P10: Premier Private Markets Asset Manager Focused on Middle Market Read More

January 13, 2022 AIG: Improving Operations, Cutting Costs, Returning Capital to Owners Read More

January 12, 2022 Discovery: Warner Deal and Strong FCF Underappreciated by Market Read More

December 14, 2021 Michael Mauboussin and Saurabh Madaan on Expectations Investing Read More

December 14, 2021 Glenn Surowiec on Value-Oriented Investing on the Right Side of Change Read More

November 4, 2021 Jim and Abigail Zimmerman on the Philosophy of Lowell Capital Read More

October 15, 2021 WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry Read More

October 14, 2021 Neste: Renewable Diesel Player, With Reinvestment Opportunities Read More

August 5, 2021 James Aldigé on the Investment Philosophy of Clio Asset Management Read More

July 10, 2021 Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats Read More

July 10, 2021 Countryside Properties: High-Quality Partnerships Business a Hidden Gem Read More

July 10, 2021 Entegris: Benefiting From Increased Complexity in Semiconductors Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 9, 2021 Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway Read More

July 8, 2021 Chipotle: Nationally Scaled Fresh-Food Supply Chain, Mission-Infused Brand Read More

July 7, 2021 Micron: Leader in Growing Industry With Supply-Side Discipline Read More

July 7, 2021 Eastern Company: Engineered Solutions Provider With Strong FCF Read More

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

April 8, 2021 Pablo Gonzalez on Idea Generation, Management Quality, Mistakes Read More