Tag: SaaS | MOI Global

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October 17, 2023 Oil & Gas: International Petroleum, MAHA Energy, Deep Value Driller Read More

January 18, 2023 Ströer: Family-Controlled Out-of-Home Advertising Company Read More

January 17, 2023 SAP: SaaS Transition, Acquired Business Growth, Margin Expansion Read More

July 1, 2022 LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder Read More

January 14, 2022 P10: Premier Private Markets Asset Manager Focused on Middle Market Read More

January 12, 2022 Houghton Mifflin: Digital Transition Improves Cash Generation Read More

December 14, 2021 Savneet Singh and Scott Miller on Winning in Enterprise Softwaret Read More

October 15, 2021 PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank Read More

October 2, 2021 Quarterly Intelligent Cloning Report: The Autumn 2021 Edition Read More

April 3, 2021 Highlighted Tweet by JMihaljevic Read More

January 21, 2021 Salesforce.com: Defensible Market Dominance, Profitable Growth Read More

January 20, 2021 Glanbia: Misunderstood, Undervalued Business With Clear Levers Read More

January 14, 2021 Generac: Standby Generator Maker, Leader in Electricity Grid of Tomorrow Read More

January 6, 2021 Volatility-Based Alpha, Our Framework, and Compounders Read More

August 9, 2020 Synthetic Leverage and Discounts to Holdings Read More

July 3, 2020 Interactive Brokers: Automated, Low-Cost, High-Margin Business Read More

July 2, 2020 Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business Read More

April 10, 2020 Mercuria and Dream Incubator: Investment Firms at Discount Read More

February 21, 2020 SurveyMonkey: Freemium Business Model With Widening Moat Read More

January 29, 2020 Our Portfolio: Value Investing in Software Read More