Tag: sum of the parts | MOI Global

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May 10, 2021 Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing Read More

April 16, 2021 IDFC: Material Discount to SOTP Value, With Value-Unlocking Catalyst Read More

February 4, 2021 Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep Read More

January 21, 2021 Repsol: Diversified Energy Company Transitioning to New Technologies Read More

January 20, 2021 AES: Transforming Toward Renewable Energy, With Fluence IPO on Horizon Read More

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

January 16, 2021 Anglo Pacific: Commodity Company With Attractive Business Model Read More

January 15, 2021 KVH Industries: Niche Market Leader With Incremental Growth Read More

January 13, 2021 Straits Trading: Real-Time Case Study in Holding Company Investing Read More

January 13, 2021 TETRA Technologies: Misunderstood, With Multiple Shots on Goal Read More

January 6, 2021 Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model Read More

January 5, 2021 Best Ideas 2021 Preview: Commodity Company With Attractive Model Read More

April 10, 2020 Mercuria and Dream Incubator: Investment Firms at Discount Read More

April 10, 2020 Bajaj Holdings: Indian Holding Company at Steep Discount to NAV Read More

April 9, 2020 GMO Internet: Downside Protection, Plus Bitcoin Optionality Read More

March 14, 2020 PSG: Well-Managed South African Investment Holding Company Read More

January 22, 2020 Surveying the SVN Capital Portfolio Read More

January 14, 2020 Highlights from Best Ideas 2020 Read More

January 11, 2020 KVH: Transitioning to Subscription Model, with Growth Ahead Read More

January 10, 2020 Hemisphere Media: Unique Hispanic Media Assets, Strong Management Read More