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The Monday Morning Briefing
Week of July 27, 2026
Jul 27
•
MOI Global Equity Research
9
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jul 25
•
MOI Global Equity Research
20
2
This Week in Special Situations
A survey of event-driven investment ideas
Jul 22
•
MOI Global Equity Research
12
The Monday Morning Briefing
Week of July 20, 2026
Jul 20
•
MOI Global Equity Research
16
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jul 18
•
MOI Global Equity Research
20
1
4imprint: North American Market Leader Hidden on the LSE
Presentation at Wide-Moat Investing Summit 2026
Jul 17
•
MOI Global Equity Research
10
1:01:30
Midea: Industrial Compounder Priced as Home Appliance Maker
Presentation at Wide-Moat Investing Summit 2026
Jul 17
•
MOI Global Equity Research
1
47:43
Axon: The Public Safety Operating System Where AI Widens the Moat
Watch now | Presentation at Wide-Moat Investing Summit 2026
Jul 17
•
MOI Global Equity Research
1
41:31
This Week in Special Situations
A survey of event-driven investment ideas
Jul 16
•
MOI Global Equity Research
31
Finding Act II: Wyatt Sparks Makes the Case for Weyerhaeuser
At the Zurich Project, the Sea Meadow Capital CIO explained the case for beaten-up cyclicals, and why North America's largest private landowner may be…
Jul 15
•
MOI Global Equity Research
7
21:36
The Monday Morning Briefing
Week of July 13, 2026
Jul 13
•
MOI Global Equity Research
12
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jul 11
•
MOI Global Equity Research
15
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