Tag: software | MOI Global

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

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

July 17, 2022 Larry Cunningham on His Book, Quality Shareholders Read More

July 1, 2022 Align: Competitively Advantaged Next-Generation Orthodontics Leader Read More

July 1, 2022 Clearpoint Neuro: Tightly Owned, Cash-Rich, High-Margin Platform Read More

June 29, 2022 Intuit: Recurring Revenue Franchises, Strong Retention and Monetization Read More

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

April 15, 2022 Redington India: Move From Products to Services Creates Growth Engine Read More

April 8, 2022 KRBL: Well-Run Basmati Rice Leader With Mindset of Profitable Growth Read More

April 6, 2022 Alibaba: Deeply Undervalued Due to Overstated China-Related Fears Read More

March 18, 2022 Kai Wu on Intangible Value: Expanding Intrinsic Value to Include Intangibles Read More

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

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

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