Tag: steel | MOI Global

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September 25, 2024 Capital Allocation Lessons from Business Leader Henry Singleton Read More

January 9, 2024 If You Could Pick Twenty Stocks for Twenty Years, Which Would You Pick? Read More

January 7, 2024 Best Ideas 2024 Preview: Pharma Supplier Sartorius Stedim Biotech Read More

April 27, 2023 Inox Wind: Undervalued Wind Energy Player on Cusp of Turnaround Read More

April 26, 2023 ICICI Securities: India’s Leading Equity Brokerage Firm at Material Discount Read More

January 19, 2023 Subsea 7: Niche Offshore Services Leader at Major Inflection Point Read More

January 11, 2023 Seizing the Opportunity in Energy and Industrial Businesses Read More

December 21, 2022 Will Thomson on Intelligent Investing in the Real Asset Ecosystem Read More

July 1, 2022 LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder Read More

April 8, 2022 Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic Read More

April 6, 2022 Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry Read More

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

January 14, 2022 Algoma: Net Cash Position Building Quickly Amid Elevated Steel Prices Read More

October 14, 2021 Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business Read More

October 13, 2021 Hexagon Composites: Niche Leader in Low-Carbon Energy Transition Read More

October 10, 2021 EIS 2021 Idea Preview: Aalberts — Humanly, Environmentally, Financially Read More

September 30, 2021 Adam Rozencwajg on the Investment Implications of Copper Supply Issues Read More

April 14, 2021 CARE Ratings: Debt-Free, Oligopolistic Business at Start of Cyclical Upturn Read More

April 13, 2021 Shriram City Union: Competitively Advantaged Finance Company Read More

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