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Stanley Druckenmiller: Never Invest in the Present
Liquidity First, the Big Bet, and the Nerve to Reverse
9 hrs ago
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MOI Global Equity Research
2
1
1:00:56
The Monday Morning Briefing: Key Hyperscaler Test, as Alphabet, Microsoft, and Amazon Report
Week of October 26, 2026
Oct 26
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MOI Global Equity Research
9
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Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Oct 24
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MOI Global Equity Research
16
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European Investing Summit 2026 Highlights: Key Takeaways and Ideas
All nineteen sessions now available for replay
Oct 24
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MOI Global Equity Research
19
S&U: UK Specialist Lender at a Double Inflection Point
Presentation at European Investing Summit 2026
Oct 23
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MOI Global Equity Research
4
37:28
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…
Oct 23
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MOI Global Equity Research
12
1
Industry Primers Podcast: Natural Resources Royalty & Streaming, Part Two: The Deep Dive
A working method for analyzing royalty, streaming and mineral companies: the four contracts, a stream’s price against its mine’s life, the lease and the…
Oct 23
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MOI Global Equity Research
3
2:34:10
Industry Primers Podcast: Natural Resources Royalty & Streaming, Part One: The Story
The story of royalty and streaming, from a railroad’s Texas land grant of 1888 and a Nevada gold royalty of 1986 to the first silver stream and the oil…
Oct 23
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MOI Global Equity Research
2
1:30:27
Savills: Eastdil Secured Deal Transforms UK Real Estate Adviser
Presentation at European Investing Summit 2026
Oct 22
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MOI Global Equity Research
5
46:12
Playing Defense While the AI Trade Runs Hot
Takeaways from Our Latest Member Call
Oct 22
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John Mihaljevic
and
MOI Global Equity Research
8
This Week in Special Situations: Solstice, Albertsons, Brockhaus, GM
A survey of event-driven investment ideas
Oct 22
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MOI Global Equity Research
10
1
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…
Oct 22
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MOI Global Equity Research
6
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