Tag: Russia | MOI Global

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September 14, 2018 Artem Fokin on Platform Companies and His Path as an Investor Read More

September 7, 2018 Compound Mispricings in Moated Businesses: Buzzi Unicem, Nexen, KT (TRANSCRIPT NOW AVAILABLE) Read More

September 1, 2018 Transocean: World Dominator of Offshore Drilling (TRANSCRIPT NOW AVAILABLE) Read More

August 9, 2018 David Steinberg on Approaches to Deep Value Investing Read More

August 5, 2018 On Competitive Advantage — and Why Harley Davidson Has It Read More

July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels (TRANSCRIPT NOW AVAILABLE) Read More

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