Tag: United Kingdom | MOI Global

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January 10, 2024 North American Construction, Ashtead Group, Builders FirstSource Read More

December 26, 2023 Best Ideas 2024 Preview: Lollapalooza of Scale, Consolidation, and Growth Read More

January 16, 2023 Businesses With Strong Underlying Demand and Temporary Difficulties Read More

October 14, 2022 Lloyds Banking Group: Dominant UK Lender With Improving Outlook Read More

June 29, 2022 Intuit: Recurring Revenue Franchises, Strong Retention and Monetization Read More

April 8, 2022 A Review of Ben Graham’s Value Investing Strategy: “Net Nets” Read More

May 27, 2021 A Profile in Leadership: Bruce Flatt, CEO of Brookfield Asset Management Read More

April 12, 2021 Public Equities in Southeast Asia: An Overlooked Asset Class Read More

January 20, 2021 Glanbia: Misunderstood, Undervalued Business With Clear Levers Read More

January 13, 2021 Straits Trading: Real-Time Case Study in Holding Company Investing Read More

January 5, 2021 The Unique Ingredient of Haidilao’s Success: Love Read More

October 7, 2020 Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation Read More

July 31, 2020 Join Our First Small Group Virtual Member Meetup Read More

April 9, 2020 Isaac Schwartz Shares Perspectives on Value Investing in Asia Read More

March 26, 2020 Isaac Schwartz on Intelligent Investing in Crisis Mode: Accelerating Adoption of Online Grocery Read More

March 25, 2020 Simon Caufield on Intelligent Investing in Crisis Mode: Value Opportunities in the United Kingdom Read More

February 14, 2020 Impressions from Ideaweek St. Moritz 2020 Read More

January 11, 2020 Adrian Saville: Three Value Investment Ideas in South Africa Read More

January 8, 2020 Hammerson: REIT with Attractive Retail Assets at Discount to NAV Read More

November 10, 2019 Intesa Sanpaolo: Resilient Italian Banking Leader at Deep Discount Read More