Tag: Russia | MOI Global

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

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

March 29, 2021 Mesut Ellialtioglu on Opportunities in Turkey Amid Market Dislocation Read More

January 28, 2021 Marc Rubinstein on Tinkoff Bank, Russia’s Capital One Read More

January 21, 2021 Repsol: Diversified Energy Company Transitioning to New Technologies Read More

January 15, 2021 Nutrien: Low-Cost Producer of Potassium and Nitrogen Fertilizers Read More

November 6, 2020 Polyus: Low-Cost Russian Gold Miner, with Growing Production Read More

October 17, 2020 Mynaric: Strategically Important Leader in Laser Communications Read More

October 7, 2020 Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader Read More

October 6, 2020 Essity: Sweden-Based Kimberly-Clark Comp at Attractive Valuation Read More

August 18, 2020 Taking a Global Perspective on Investing in South Africa Read More

August 13, 2020 Matthew Prince on His Evolution as an Owner-Operator Read More

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

April 9, 2020 GMO Internet: Downside Protection, Plus Bitcoin Optionality Read More

March 18, 2020 Bob Robotti on Intelligent Investing in Crisis Mode: Energy Sector Businesses with Staying Power Read More

March 18, 2020 Frank Fischer on Intelligent Investing in Crisis Mode: A German Superinvestor’s Perspective Read More

January 11, 2020 Borusan: Turkey-Based Investment Holding at Steep Discount to NAV Read More

January 9, 2020 Cars.com: Depressed Valuation Despite Inflection Year Ahead Read More

November 10, 2019 Intesa Sanpaolo: Resilient Italian Banking Leader at Deep Discount (TRANSCRIPT NOW AVAILABLE) Read More

October 28, 2019 Long-Term and Cold-Minded Thinking Behind Some Investments in Greece Read More