Tag: winner-take-all | MOI Global

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

December 21, 2022 Christopher Tsai on Intelligent Investing in an Age of Disruption Read More

March 18, 2022 Kai Wu on Intangible Value: Expanding Intrinsic Value to Include Intangibles Read More

January 15, 2021 Etsy: Global Platform, Highly Profitable Two-Sided Marketplace Read More

August 14, 2020 Episode 4: Position Management and Research | BRK Q2 Recap Read More

July 2, 2020 Unilever: Consistent, Predictable, Growing Business at Fair Price Read More

July 2, 2020 Covetrus: Spinoff With Fast-Growing, Underappreciated SaaS Business Read More

January 7, 2020 The Contrarian Path Read More

September 29, 2019 Michael Mauboussin on His Book, More Than You Know Read More

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

March 26, 2019 The Value of “Overvalued” Stocks Read More

February 15, 2019 Charlie Munger’s Remarks at Daily Journal Annual Meeting in 2019 Read More

February 13, 2019 My Investment Thesis on TripAdvisor Read More

September 19, 2018 The Case for Europe – Myths vs Reality Read More

June 28, 2018 Value Investing 3.0: Thoughts on the Evolution of Intelligent Investing Read More

February 14, 2018 Charlie Munger’s Remarks at Daily Journal Annual Meeting in 2018 Read More

January 30, 2018 Guy Spier on Investing in Europe and Beyond Read More

January 11, 2018 TripAdvisor: Myopic Investor Focus on Hotel Business Provides Opportunity Read More

December 26, 2017 TripAdvisor: Mr. Market Overlooking Valuable Platform Businesses Read More

October 1, 2017 Sean Stannard-Stockton on Intelligent Investing, Competitive Advantage, and Building a Firm Read More