Tag: Switzerland | MOI Global

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September 25, 2024 Capital Allocation Lessons from Business Leader Henry Singleton Read More

October 20, 2023 ISS: Facility Management Services Leader With Customer Behavior Moat Read More

October 19, 2023 Eurofins: Fast-Growing, Best-in-Class, Family-Owned Lab Operator Read More

October 18, 2023 Swatch: Family-Controlled Luxury Watch Leader With Strong Brands Read More

April 26, 2023 KDDL: Unique Twofer Tied Closely to Swiss Luxury Watch Industry Read More

February 23, 2023 Outperforming by Focusing on Good Businesses With Low Expectations Read More

January 31, 2023 S3E10: Beaten-Down, Money-Losing Growth Businesses Read More

January 18, 2023 Ströer: Family-Controlled Out-of-Home Advertising Company Read More

January 17, 2023 S3E09: Private Equity and the Game of Volatility Laundering Read More

January 16, 2023 Nestle: Changes in Culture and Portfolio Drive Growth Acceleration Read More

December 28, 2022 S3E08: Why 2022 Was a Year to Remember and Possibly a Turning Point Read More

December 6, 2022 S3E07: When You Like the Business But Not the Management Read More

November 22, 2022 S3E06: Reflecting on the FTX Debacle Read More

November 8, 2022 S3E05: The Capacity to Suffer and How It Applies in Practice Read More

October 25, 2022 S3E04: David Einhorn on Value Investing: Will It Come Back? Read More

October 14, 2022 Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank Read More

October 11, 2022 S3E03: Buffett’s Essay, How Inflation Swindles the Equity Investor Read More

October 7, 2022 Ceconomy: Owner of Europe’s Top Consumer Electronics Retail Brands Read More

October 6, 2022 Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch Read More

October 1, 2022 Thought Exercise: Explaining the Global Macro Situation to a Martian Read More