Tag: sum of the parts | MOI Global

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September 5, 2018 Leaf Group: Improving Fundamentals and Below-Peer Valuation Read More

July 27, 2018 Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels (TRANSCRIPT NOW AVAILABLE) Read More

July 21, 2018 Peter Kennan on Deep Value Investing and Activism in Asia Read More

June 29, 2018 Turning Point Brands: Leader in Other Tobacco Products Market at Discount Read More

May 24, 2018 Data, the “New Oil”, Hits an Oil Slick Read More

April 30, 2018 Why We Invested in Dundee Corp. Read More

April 16, 2018 Leaf Group: Undervalued Online Digital Media Company Read More

April 12, 2018 Rosetta Stone: Transforming to a Far More Valuable Business Model Read More

April 5, 2018 James Morton Shares Value Investing Ideas in Indonesia Read More

April 5, 2018 Max Ventures and Industries: Post-Demerger Sum-of-the-Parts Bargains Read More

March 19, 2018 EchoStar: Underfollowed Satellite Business Run by “Outsider” CEO Read More

March 7, 2018 Liberty Ventures: Opportunity to Invest in Two Compounders at a Discount Read More

March 7, 2018 LAACO: Underlevered Real Estate Firm With Hard-to-Replace Self-Storage Assets Read More

March 5, 2018 Ivanhoe Mines: Owner-Operated, Unlocking One of Greatest Copper Discoveries Read More

March 3, 2018 B. Riley Financial: Uncovered Financial Conglomerate Led by Shrewd Owner-Operator Read More

February 21, 2018 Impressions from Ideaweek 2018 in St. Moritz, Switzerland (Update 13) Read More

January 28, 2018 Reimar Scholz on Distressed Equity Investing in Europe Read More

January 13, 2018 Naspers: Large Tencent Shareholder at Sum-of-the-Parts Discount Read More

January 13, 2018 KKR & Co.: Leading Private Equity Firm with Significant Balance Sheet Value Read More

January 12, 2018 Grupo Mexico: Undervalued, Family-Run Controlling Holder of Southern Copper Read More