Tag: steel | MOI Global

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January 11, 2020 Borusan: Turkey-Based Investment Holding at Steep Discount to NAV Read More

January 11, 2020 Stelco, Clarke: Two Canadian Small-Caps at Discount Read More

January 8, 2020 Jacquet Metal Service: Owner-Operated Leader with M&A Upside Read More

December 9, 2019 ArcelorMittal sigue siendo una ganga Read More

October 24, 2019 The Oil Tanker Industry: The Pendulum Swings Back Read More

August 30, 2019 Mohnish Pabrai on His Book, The Dhandho Investor Read More

May 28, 2019 Steve Gorelik on Value Investing in Eastern Europe Read More

April 12, 2019 Sakai Heavy Industries: Leader in Niche Market for Road Rollers Read More

April 11, 2019 Unichem Labs: Cash-Rich, Owner-Operated Pharma Business Read More

February 15, 2019 Bruce Flatt on Durable Principles for Real Asset Investing Read More

February 8, 2019 Manish Bhandari on Value Investing in India Read More

January 27, 2019 Lessons from Business Leader Henry Singleton Read More

January 12, 2019 Takigami: Construction Firm with Improving Governance Below Liquidation Value Read More

January 11, 2019 Chemtrade: Mid-Teens FCF Yield, with Near-Term Issues Largely Resolved Read More

October 12, 2018 LafargeHolcim: Construction Materials Leader Investing in Growth Capex Read More

October 12, 2018 Offshore Industry and Borr Drilling: Poised for Cyclical Revaluation Read More

October 11, 2018 Ti Fluid: Brake and Fuel Lines Leader Undervalued due to Share Overhang Read More

October 9, 2018 A Postcard from Spain Read More

September 15, 2018 Ed Wachenheim on Investing with a Contrarian Mindset Read More

July 26, 2018 United States Lime & Minerals: Well-Positioned, with Strong Returns on Capital Read More