Tag: steel | MOI Global

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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

December 10, 2020 Bruce Greenwald on the Future of Value-Oriented Investing Read More

September 3, 2020 The Tesla Effect: A Research Report of Tsai Capital Corporation Read More

April 19, 2020 Chip Russell on Investing in a Transition to a Low Carbon Economy Read More

April 9, 2020 Redington: Indian IT Products Distributor at Depressed Valuation Read More

April 9, 2020 Indian Energy Exchange: Dominant Power Trading Platform Read More

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

January 11, 2020 Terravest Industries: Rollup Done the Right Way, Aligned Management Read More

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