Tag: Russia | MOI Global

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

January 19, 2023 Subsea 7: Niche Offshore Services Leader at Major Inflection Point Read More

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

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

January 16, 2023 Two Energy Ideas: Sprott Physical Uranium Trust, PrairieSky Royalty Read More

January 6, 2023 Best Ideas 2023 Preview: Sprott Physical Uranium Trust Read More

December 29, 2022 Bill George on His Leadership Style as Former CEO of Medtronic Read More

December 22, 2022 Chris Bloomstran on Investing in Flation: Surviving Financial Instability Read More

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