Tag: skill | MOI Global

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October 20, 2023 Eurofins: Quality Business With Continuing Structural Growth Read More

September 26, 2023 J.Dennis Jean-Jacques on Investing in Dislocations Read More

June 23, 2023 NVR: Homebuilder With High-ROIC, Differentiated Operating Model Read More

June 21, 2023 Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets Read More

January 18, 2023 API Group: Industry Leader With High-ROIC Consolidation Opportunities Read More

January 16, 2023 Three Ideas: Asbury Automotive, CMH, Sixth Street Specialty Lending Read More

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

December 22, 2022 Tom Russo on Investing in Businesses With a Capacity to Suffer Read More

October 11, 2022 Universal Music Group: World’s Largest Owner of Music Rights Read More

September 2, 2022 Kochouseph Chittilappilly on Building Two Public Companies in India Read More

August 21, 2022 Kevin Durkin on His Investment Philosophy and Process Read More

April 22, 2022 Harshan Jeyakumar on Intelligent Investing in Cleantech Read More

January 7, 2022 The Barrier to Entry to Finding Great Investments Read More

January 3, 2022 A Case Study in Primary Research: Indentifying an Inflection Point Read More

December 14, 2021 Michael Mauboussin and Saurabh Madaan on Expectations Investing Read More

December 14, 2021 Nick Devlin and Elliot Turner on the Business Model of Naked Wines Read More

October 14, 2021 Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business Read More

October 11, 2021 Six Reasons Why Boutique Investment Managers Outperform Read More

August 5, 2021 James Aldigé on the Investment Philosophy of Clio Asset Management Read More

July 29, 2021 Kuntal Shah on Three Decades of Intelligent Investing in India Read More