Tag: software | MOI Global

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January 15, 2022 Dignity: Turning Around Under New Leadership, with Catalyst Read More

January 13, 2022 FICO: Pricing Power, Double-Digit Organic Growth, High Margins Read More

January 13, 2022 Vacasa: Leading U.S. Vacation Rental Property Management Company Read More

January 12, 2022 SoftBank: Recent Controversies Create Attractive NAV Discount Read More

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

January 10, 2022 Kirkland’s: Impressive Transformation Under Respected Retail Veteran Read More

January 9, 2022 Telsys: Global Leader in Growing Niche Market With High Margins Read More

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

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

December 13, 2021 Ho Nam and Rishi Gosalia on a Buffett-Style Venture Philosophy Read More

November 4, 2021 Jim and Abigail Zimmerman on the Philosophy of Lowell Capital Read More

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

October 14, 2021 Nagarro: Owner-Operated, Growing IT Engineering Firm at Discount Read More

October 5, 2021 Disciplined Growth Investing in the Transition to Green Energy Read More

August 27, 2021 William Knowles on Concentrated, Low-Turnover, Quality-First Investing Read More

July 18, 2021 Howard Schilit on Financial Shenanigans: How to Detect Fraud Read More

July 8, 2021 Peloton: Interactive Fitness Platform, Vertically Integrated Media Company Read More

July 7, 2021 Eastern Company: Engineered Solutions Provider With Strong FCF Read More

July 7, 2021 Sprouts: Differentiated Grocer With Attractive Unit Economics Read More

June 1, 2021 Larry Cunningham on Margin of Trust: The Berkshire Business Model Read More