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Spirits: Why Structural Consumption Concerns Are Overblown
Presentation at Best Ideas 2026
Jan 21
•
MOI Global Equity Research
6
55:37
Genesis Energy: Transformation to Pure-Play Infrastructure Unlocks Dividend Growth
Presentation at Best Ideas 2026
Jan 19
•
MOI Global Equity Research
6
26:10
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jan 17
•
MOI Global Equity Research
6
1
Global Atomic: Strategic Bet on the Looming Uranium Supply Deficit
Presentation at Best Ideas 2026
Jan 16
•
MOI Global Equity Research
2
1:06:42
The Great Rotation Playbook — Part 1: The Energy Backbone
A Manual for Investing in the 3D World (Part One)
Jan 15
•
MOI Global Equity Research
24
5
1
Intrepid Potash: Fertilizer Recovery Play, With Lithium/Land Optionality
Presentation at Best Ideas 2026
Jan 13
•
MOI Global Equity Research
5
51:03
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jan 10
•
MOI Global Equity Research
23
2
Subsea 7: Saipem Merger Creates Scale and Shareholder Value
Presentation at Best Ideas 2026
Jan 9
•
MOI Global Equity Research
5
1
1:08:44
Unidata: Founder-Led Italian Fiber Company at Key Inflection Point
Presentation at European Investing Summit 2025
Jan 7
•
MOI Global Equity Research
6
1
35:12
SFS Group: Self-Help and Cyclical Recovery Driving Margin Upside
Presentation at European Investing Summit 2025
Jan 5
•
MOI Global Equity Research
6
1
28:32
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jan 3
•
MOI Global Equity Research
9
Bellway: Well-Capitalized, Quality UK Homebuilder at Cyclical Low
Presentation at European Investing Summit 2025
Jan 2
•
MOI Global Equity Research
4
45:45
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