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The Monday Morning Briefing: Apple, AMD, Palantir on Deck

Week of November 2, 2026
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European Investing Summit 2026

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European Investing Summit 2026 Highlights: Key Takeaways and Ideas
All nineteen sessions now available for replay
 • MOI Global Equity Research
37:28
S&U: UK Specialist Lender at a Double Inflection Point
Presentation at European Investing Summit 2026
 • MOI Global Equity Research
46:12
Savills: Eastdil Secured Deal Transforms UK Real Estate Adviser
Presentation at European Investing Summit 2026
 • MOI Global Equity Research

Industry Primers

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Industry Primer: Robotics
How robot makers and their suppliers in Japan, Europe, China, Korea, Taiwan and the United States make money, why the best records belong to companies…
 • MOI Global Equity Research
Industry Primer: Natural Resources Royalty & Streaming
How royalty companies make money from mines and wells they don’t operate, why the price paid and the share count decide the owners’ records, and how…
 • MOI Global Equity Research
Industry Primer: Fertilizers
How fertilizer producers make money from gas, rock and ore, why capital allocation through the cycle matters more than a specific asset, and how…
 • MOI Global Equity Research

Latticework Business Intelligence

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Mosaic: Cash from Potash Now, a Recovery in Phosphates Later
We initiate coverage with a Long-Term Overweight: Mosaic earns cash from its Saskatchewan potash mines at today’s prices; the upside depends on the…
 • MOI Global Equity Research
1:26:59
Mosaic, Part One: The Story
The story of Mosaic in fifteen sections, from a phosphate find in a Florida river and a potash shaft sunk through frozen ground in Saskatchewan to the…
 • MOI Global Equity Research
2:42:08
Mosaic, Part Two: The Deep Dive
A working method for analyzing Mosaic, from the phosphate tonne, sulfur and the potash breakeven to Brazil’s margin, the gypsum stacks and the balance…
 • MOI Global Equity Research

Intelligent Investing 100

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1:00:56
Stanley Druckenmiller: Never Invest in the Present
Liquidity First, the Big Bet, and the Nerve to Reverse
 • MOI Global Equity Research
1:02:29
Mohnish Pabrai: The Dhandho Investor
Cloning, Checklists, and a Few Big Bets
 • MOI Global Equity Research
1:37:29
Howard Marks: Investor’s Guide to Taking the Market’s Temperature
Deep dive: Rank the price, read the psychology, and check the terms of capital, each against its own history. Learn to turn three readings into a…
 • MOI Global Equity Research
Latticework by MOI Global
Latticework by MOI Global
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