Tag: Russia | MOI Global

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June 29, 2018 Harley Davidson: 10+% FCF Yield Being Paid Out in Dividends and Buybacks Read More

June 28, 2018 Compound Mispricings in Moated Businesses: Buzzi Unicem, Nexen, KT Read More

June 28, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels Read More

May 22, 2018 Bank of Baroda: Government-Owned Bank with Strong Management (TRANSCRIPT NOW AVAILABLE) Read More

May 1, 2018 Highlighted Tweet by msuster Read More

April 5, 2018 Halyk Savings Bank: Dominant Deposit Share in Kazakhstan (TRANSCRIPT NOW AVAILABLE) Read More

March 6, 2018 Three Ways to Win Read More

March 5, 2018 Ivanhoe Mines: Owner-Operated, Unlocking One of Greatest Copper Discoveries Read More

March 1, 2018 An Investor’s Approach to ESG Read More

January 30, 2018 Guy Spier in Conversation with Mohnish Pabrai Read More

January 13, 2018 Olympic Entertainment and AMC Entertainment: Two Contrarian Investment Ideas Read More

January 11, 2018 TripAdvisor: Myopic Investor Focus on Hotel Business Provides Opportunity Read More

January 8, 2018 The Story Behind India’s Valuation Premium Read More

January 6, 2018 Selected Investment Ideas in Eastern Europe Read More

December 26, 2017 TripAdvisor: Mr. Market Overlooking Valuable Platform Businesses Read More

December 5, 2017 DIA: Aldi/Lidl of Iberian World, Recovering From Carrefour Legacy Read More

November 26, 2017 BMW: Shareholder-Friendly, Readily Understandable Business with a Moat Read More

November 17, 2017 David Swensen on Investing and Endowment Management Read More

October 6, 2017 Hilan Tech: “ADP of Israel” Continues to Compound Value Read More

September 20, 2017 Bias from Pavlovian Association Read More