Tag: software | MOI Global

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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

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 Howard Marks and Chris Goulakos on Tech Disruption and Value Investing Read More

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

December 14, 2021 Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds Read More

December 14, 2021 Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry 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