Tag: strong balance sheet | MOI Global

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January 17, 2023 Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry Read More

October 14, 2022 Patrizia: Capital-Light, Owner-Operated Real Estate Asset Manager Read More

October 4, 2022 Patrizia SE: Preview of Idea Session at European Investing Summit 2022 Read More

July 1, 2022 Spotify: High-ROI Grower With Scale, Brand, and Network Effects Read More

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

January 15, 2022 Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts Read More

January 15, 2022 Fairfax India: Well-Managed, Growing Holding Company at Discount Read More

August 18, 2021 Learning From Jean-Marie Eveillard: Quotations and References Read More

July 16, 2021 Robert Mullin on the Investment Case for Commodity Companies Read More

July 10, 2021 Countryside Properties: High-Quality Partnerships Business a Hidden Gem Read More

July 10, 2021 Woodward: Dominant, Sole-Source Provider at FCF Inflection Point Read More

July 8, 2021 ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth Read More

May 12, 2021 Jon Bathgate on the Key Players and Trends in the Semiconductor Industry Read More

February 26, 2021 Oakcliff Capital: Reflections After Sixteen Years Read More

January 20, 2021 Glanbia: Misunderstood, Undervalued Business With Clear Levers Read More

January 18, 2021 IWG: Owner-Operated Leader in Flexible Office Space via Regus Brand Read More

November 13, 2020 Atalaya: Spanish Copper Miner with Strong Balance Sheet Read More

October 7, 2020 Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer Read More

October 5, 2020 Alcon: Eyecare Leader with Wide Moat and Long-Term Growth Read More

September 10, 2020 Zalando Investment Thesis: The Fashion Platform of the Future Read More