Tag: sum of the parts | MOI Global

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

January 9, 2020 Dundee Corp.: Steep NAV Discount Despite Asset Rationalization Read More

December 22, 2019 Merry Christmas from Mr. Market? Read More

December 19, 2019 Position Sizing (Part Four): How We Assess Conviction Read More

November 10, 2019 Agfa-Gevaert: Key Shareholder Actively Engaged in Value Creation (TRANSCRIPT NOW AVAILABLE) Read More

November 10, 2019 Prudential plc: Quality Businesses Exposed to Positive Demographics (TRANSCRIPT NOW AVAILABLE) Read More

September 19, 2019 Charles de Vaulx on Value Investing in a Changing World Read More