Tag: sum of the parts | MOI Global

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January 9, 2019 Best Ideas 2019 Preview: Enzo Biochem Read More

December 3, 2018 The Value Investment Case for Enzo Biochem Read More

October 13, 2018 Schaltbau: Turnaround Progressing at Top-Three Player in Train Doors Read More

September 20, 2018 Rosetta Stone: Lexia Intrinsic Value Strong and Growing Read More

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 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: Owner-Operated Miner Unlocking Large Copper Discovery Read More

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

February 21, 2018 Impressions from Ideaweek St. Moritz 2018 Read More