Tag: software | MOI Global

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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

May 12, 2021 Jon Bathgate on the Key Players and Trends in the Semiconductor Industry Read More

April 30, 2021 Peter Mantas on Investing at the Frontier of Quantum Computing Read More

April 16, 2021 IDFC: Material Discount to SOTP Value, With Value-Unlocking Catalyst Read More

April 14, 2021 Max Hu’s Annual China Macro Update + Unity Software Thesis Read More

March 18, 2021 Marc Rubinstein on Financing Recurring Revenue Read More

February 26, 2021 Oakcliff Capital: Reflections After Sixteen Years Read More

February 17, 2021 Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet Read More

January 28, 2021 Massif Capital Commentary: Growth Markets Meet Tangible Assets Read More

January 27, 2021 Eros STX: Strategically Transformed, Fast-Growing Streaming Business Read More

January 22, 2021 Spark Networks: Leading Portfolio of Niche Dating Websites Read More

January 22, 2021 Naked Wines: DTC Model Provides Superior Value Proposition Read More

January 21, 2021 Salesforce.com: Defensible Market Dominance, Profitable Growth Read More

January 20, 2021 FlatexDEGIRO: Combined Firm Among Fastest-Growing Online Brokers Read More

January 20, 2021 AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon Read More

January 18, 2021 Nuance: Leader in Software-Driven Voice Transcription for Physicians Read More