Tag: software | MOI Global

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September 27, 2023 Europe’s Higher Profitability Among Firms Trading at Deep Discounts Read More

June 25, 2023 CDW: Scale-Advantaged Value-Added Reseller With Growth Runway Read More

June 24, 2023 TSMC: Scale-Advantaged Technology and Manufacturing Leader Read More

June 22, 2023 Bel Fuse: Successfully Repositioning as Wide-Moat, Niche Business Read More

June 21, 2023 Clearpoint Neuro: Tightly Owned, Net Cash, High-Margin Platform Read More

April 25, 2023 KPIT: Leading the Auto Industry Toward Software-Defined Vehicles Read More

February 9, 2023 Clean Harbors: Scale-Advantaged Environmental Services Leader Read More

January 24, 2023 Azenta: Well-Run, Owner-Friendly, High-Quality Growth Business Read More

January 19, 2023 Cineworld Bankruptcy: Fulcrum Security Offers Value Opportunity Read More

January 18, 2023 Orion Engineered Carbons: Earnings Inflection Story in EV Components Read More

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

January 17, 2023 Amazon: Dominant, Wide-Moat Megacap at Attractive Valuation Read More

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

January 16, 2023 ITV plc: Disappointing, Ugly, Troubled, Hated, and Misunderstood Read More

January 14, 2023 Thinking in First Principles: Focusing on Duration in Equity Investing Read More

January 13, 2023 Amazon: Value Hiding in Plain Sight (Best Ideas 2023 Preview) Read More

December 22, 2022 Christopher Tsai on Intelligent Investing in an Age of Disruption Read More

October 18, 2022 Qiagen: Medical Diagnostics Leader With Long Growth Runway Read More

October 12, 2022 Attractively Valued IT Services Firms: Datagroup, Marlowe, Volati Read More

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