Tag: Russia | MOI Global

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

October 6, 2022 Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch Read More

October 1, 2022 Thought Exercise: Explaining the Global Macro Situation to a Martian Read More

August 21, 2022 Kevin Durkin on His Investment Philosophy and Process Read More

July 7, 2022 Countryside Partnerships: Catalyst-Rich, High-Quality Compounder Read More

June 29, 2022 Intuit: Recurring Revenue Franchises, Strong Retention and Monetization Read More

May 6, 2022 Best Ideas Omaha 2022: Steve Gorelik on Realogy Holdings Read More

April 9, 2022 Mongolia: Three Investment Ideas to Access This Growing Frontier Market Read More

April 7, 2022 Aucnet: Cash-Generative Business, Misunderstood Growth Prospects Read More

April 7, 2022 Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead Read More

April 7, 2022 Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition Read More

April 6, 2022 Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry Read More

January 30, 2022 Global Fashion Group: Well-Positioned E-Commerce Player at Discount Read More

January 13, 2022 Nielsen: Well-Positioned After Sale of Consumer Products Business Read More

December 14, 2021 Howard Marks and Chris Goulakos on Tech Disruption and Value Investing Read More

October 10, 2021 Contrarian Investment Opportunities for Uncertain Times Read More

October 5, 2021 S2E4 Special: How the World‘s Greatest Investors Win, with William Green Read More

July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

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

April 23, 2021 William Green on His Book, Richer, Wiser, Happier Read More