Tag: steel | MOI Global

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

December 22, 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

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