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Life Sciences, Adyen, and the Ongoing Software Debate
Takeaways from Our Latest Member Call
1 hr ago
•
John Mihaljevic
and
MOI Global Equity Research
17
Honoring Murray Stahl: Replay of a Fireside Chat with the Legendary Investor at Latticework 2018
Exclusive Interview in Special Series, Intelligent Investing 100
Apr 14
•
MOI Global Equity Research
10
1:01:28
Shaun Heelan on Complacency, the AI Capital Trap, Passing on Vistry Group, and a High-Conviction Idea
Special Episode of This Week in Intelligent Investing
Apr 13
•
MOI Global Equity Research
8
1:25:11
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Apr 11
•
MOI Global Equity Research
26
2
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Apr 4
•
MOI Global Equity Research
18
1
March 2026
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Mar 28
•
MOI Global Equity Research
20
TBC Bank: A Mispriced Digital Growth Story in Central Asia
Presentation at Best Ideas 2026
Mar 25
•
MOI Global Equity Research
8
52:54
The Great Rotation Playbook — Theme 3: The Industrial Renaissance
The Manual of Ideas for Investing in the 3D World
Mar 24
•
MOI Global Equity Research
23
4
2
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Mar 21
•
MOI Global Equity Research
28
1
Gimat: The Turkish “Costco” With a Decades-Long Growth Runway
Presentation at Best Ideas 2026
Mar 20
•
MOI Global Equity Research
11
26:55
Akamai: Underappreciated Shift to Security and Compute Drives Value
Presentation at Best Ideas 2026
Mar 18
•
MOI Global Equity Research
5
32:00
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Mar 14
•
MOI Global Equity Research
18
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