Tag: United Kingdom | MOI Global

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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 (TRANSCRIPT NOW AVAILABLE) Read More

October 9, 2019 Highlights from European Investing Summit 2019 Read More

October 4, 2019 Dixons Carphone: Revisiting Idea at Lower Price After Two Years Read More

September 28, 2019 Investment Mistakes: Scratch or Scar? Read More

July 19, 2019 Tobias Carlisle on His Book, The Acquirer’s Multiple Read More

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April 11, 2019 The Importance of Flexibility in Emerging Markets Investing Read More

June 12, 2018 Previewing My Idea Presentation on Ferrovial Read More

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April 5, 2018 Halyk Savings Bank: Dominant Deposit Share in Kazakhstan Read More

March 6, 2018 Three Ways to Win Read More

January 13, 2018 Ocado: Investment Spend Depressing Profitability, Should Create Long-Term Value Read More

January 13, 2018 S&U: Family-Controlled UK Subprime Auto Lender with Underappreciated Intrinsic Value Read More

January 12, 2018 Micro Focus: UK Software Company That Thinks and Acts Like Private Equity Firm Read More

January 12, 2018 Cambria Automobiles: UK Auto Dealer Run by Capable Owner-Operator Read More

January 11, 2018 McCarthy & Stone: Soundly Financed UK Retirement Homebuilder Read More

December 25, 2017 Preview of Cambria Automobiles: Owner-Operated UK Auto Dealer Read More

October 3, 2017 Primer on the Reporting of Insider Trades in Europe Read More

September 18, 2017 Long-Term Investing Amid an Uncertain Future Read More