Tag: Scotland | MOI Global

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January 11, 2023 Seizing the Opportunity in Energy and Industrial Businesses Read More

October 14, 2022 Lloyds Banking Group: Dominant UK Lender With Improving Outlook Read More

October 15, 2021 GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO Read More

January 16, 2021 Bakkafrost: Family-Run, Leading Producer of Farmed Salmon Read More

October 7, 2020 Danone: Dairy and Infant Nutrition Leader at Attractive Valuation Read More

September 17, 2020 Co-Founder Jim Sinegal on the Costco Story and Business Model Read More

May 21, 2020 Bakkafrost: Owner-Operated Salmon Producer With Durable Moat Read More

January 11, 2020 Domino’s Pizza Group: Operational Improvement to Drive Rerating Read More

November 10, 2019 Intesa Sanpaolo: Resilient Italian Banking Leader at Deep Discount Read More

October 10, 2019 The Third-Generation Curse: Impatience vs. Patrimony-Building Read More

June 12, 2019 Davis Advisors on Long-Term Value Investing Read More

October 13, 2018 Crest Nicholson: Debt-Free, Undervalued UK Homebuilder Read More

October 12, 2018 Yara: Outlook Brightening for World’s Largest Fertilizer Producer Read More

October 11, 2018 Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader Read More

June 29, 2018 Central European Media Enterprises: Turnaround Progressing, with Catalysts Ahead Read More

January 13, 2018 C&C Group: Moaty European Beverage Company with Turnaround Progress Read More

January 13, 2018 AU Optronics: Lowly Valued Despite Significant Improvement in Primary End Market Read More

November 26, 2017 A.P. Moller-Maersk: Strategic Transformation of Leading Shipper Read More

February 22, 2017 Tom Russo on Global Investing and Mental Models in a Changing World Read More

October 4, 2016 John Menzies: Aviation Business Is Second Largest Player In A Fragmented Market Read More