Tag: sum of the parts | MOI Global

MOI Global | The Membership Community of Intelligent Investors

October 15, 2021 GlaxoSmithKline: Recent Laggard; Prospects Improving Under New CEO Read More

August 25, 2021 Learning From Francisco Garcia Parames: Quotations and References Read More

July 10, 2021 FRP: Wide-Moat Assets to Drive Property Appreciation Over Time Read More

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