by Joe Miramonti | Aug 26, 2016 | Research
IOI valued PG in May 2016 and the most recent 10-K looks promising, but the results are “in” the share price. When we completed our valuation project on Procter and…
by Joe Miramonti | Aug 26, 2016 | Commentary, Evergreen
“Nobody out there cared about the success or failure of my investments as much as I did.” – Jim B. Ohio, 65 years old, retired. This is a simple truth…
by Joe Miramonti | Aug 5, 2016 | Commentary
The dog days of summer are upon us! This note outlines what to expect from IOI this month and when to expect it. In true “Wall St-in-August” fashion, Team IOI’s…
by Joe Miramonti | Jun 24, 2016 | Commentary
There’s been no shortage of commentary today on the impacts of the United Kingdom’s vote to leave the EU last night. Global capital markets have witnessed a profound “attitude adjustment”…
by Joe Miramonti | Jun 17, 2016 | Commentary
Unapologetically, IOI sees itself as a leading light in investor education – an increasingly crowded field focused seemingly on the “you can get rich fast by doing X right now”. While…
