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Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Feb 28
•
MOI Global Equity Research
20
2
Cavco: M&A and Utilization Gains Set Path to Double Earnings
Presentation at Best Ideas 2026
Feb 27
•
MOI Global Equity Research
6
37:28
Navigating the “SaaS-pocalypse” and the Great Rotation
Takeaways from Our Latest Member Call
Feb 25
•
John Mihaljevic
and
MOI Global Equity Research
21
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Feb 21
•
MOI Global Equity Research
18
2
Natura Cosméticos: Unmasking Core Value Amid Restructuring Noise
Presentation at Best Ideas 2026
Feb 20
•
MOI Global Equity Research
8
49:11
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Feb 14
•
MOI Global Equity Research
18
2
AMN Healthcare: Capitalizing on Workforce Solutions Inflection
Presentation at Best Ideas 2026
Feb 13
•
MOI Global Equity Research
5
34:21
Jeff Auxier on His Investment Principles, 2026 Outlook, and Fiserv
Presentation at Best Ideas 2026
Feb 10
•
MOI Global Equity Research
6
57:48
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Feb 7
•
MOI Global Equity Research
21
1
Brookfield Corporation: Superior, Owner-Operated, Long-Term Capital Allocation Platform
Presentation at Best Ideas 2026
Feb 6
•
MOI Global Equity Research
14
59:43
The Great Rotation Playbook — Theme 2: Critical Minerals & The Mining Supply Cliff
The Manual of Ideas for Investing in the 3D World
Feb 4
•
MOI Global Equity Research
23
1
January 2026
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jan 31
•
MOI Global Equity Research
26
1
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