Latticework by MOI Global

Latticework by MOI Global

Quick ideas and "elevator pitches"

Five Ideas: Abercrombie & Fitch, Brown-Forman, Canadian Solar, Kohl's, Sibanye-Stillwater

Post-Earnings Updates and Quick Idea Theses

MOI Global Equity Research
Aug 28, 2025
∙ Paid

We highlight five companies that have reported earnings in recent days and might be of interest to value-oriented investors. We focus on businesses where a credible valuation case can be made; we avoid companies where optimism has already pushed the shares to such heights that prospective returns seem likely to disappoint.

An overview:

  • Abercrombie & Fitch…

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