Tag: special situations | MOI Global

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October 26, 2023 J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process Read More

October 17, 2023 Adyen: Likely Winner in Global Payment Wars, Despite Challenges Read More

June 25, 2023 Keurig Dr Pepper: Misperceptions About Growth of Coffee Business Read More

April 25, 2023 CSB Bank: Fairfax-Controlled Bank in Value-Unlocking Transformation Read More

January 18, 2023 Kingsgate: Litigation-Driven Special Situation at Gold Mine in Thailand Read More

January 17, 2023 IWG: FCF-Generative, Growing Leader in Flexible Workplace Solutions Read More

January 16, 2023 Liberty Latin America: FCF Growth, Buybacks to Drive Equity Upside Read More

January 13, 2023 Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond Read More

October 8, 2022 Volkswagen: Global Auto Leader Undergoing Transformation Read More

October 7, 2022 Larry Pitkowsky on the Investment Philosophy of GoodHaven Read More

July 7, 2022 Countryside Partnerships: Catalyst-Rich, High-Quality Compounder Read More

June 30, 2022 Container Store: Emerging Moat Due to Focus on Custom Closets Read More

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

April 9, 2022 Phoenix Mills: Mixed-Use Real Estate Owner With Good Capital Allocation Read More

April 8, 2022 A Review of Ben Graham’s Value Investing Strategy: “Net Nets” Read More

April 8, 2022 Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea Read More

April 6, 2022 Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile Read More

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

January 12, 2022 Discovery: Warner Deal and Strong FCF Underappreciated by Market Read More

January 10, 2022 IAC/InterActiveCorp: Well-Managed Holding Company at SOTP Discount Read More