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Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Oct 25
•
MOI Global Equity Research
21
Polaris Renewable Energy: Attractive FCF Yield, with Upside Optionality
Presentation at Wide-Moat Investing Summit 2025
Oct 24
4
52:00
The Grave Dancer's Playbook: How Sam Zell Built a $5+ Billion Fortune
Exclusive Program in Special Series, Intelligent Investing 100
Oct 22
•
John Mihaljevic
and
MOI Global Equity Research
5
2:15:26
Bill Coleman on Time Arbitrage, Portfolio Management, and Learning from Mistakes
Exclusive Interview with Tyler Howell of MOI Global
Oct 20
•
Tyler Howell
and
MOI Global Equity Research
7
56:09
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Oct 18
•
MOI Global Equity Research
5
Kadokawa: Media Leader Capitalizing on the Anime and Manga Boom
Presentation at Wide-Moat Investing Summit 2025
Oct 17
4
51:36
Takeaways from Latticework 2025: Bloomstran, Gayner, Miller, Robotti, Russo, Thomson, Tsai, Wachenheim
Intelligent Investing in a Rapidly Changing World — Wisdom, Insights, and Ideas
Oct 13
•
John Mihaljevic
,
MOI Global Equity Research
, and
Tyler Howell
63
1
Latticework 2025: Tom Russo on Finding Global Compounders
John Mihaljevic hosts Tom Russo of Gardner Russo & Quinn
Oct 13
•
MOI Global Equity Research
6
39:41
Latticework 2025: Ed Wachenheim on Homebuilders, Contrarian Investing
Saurabh Madaan hosts Ed Wachenheim of Greenhaven Associates
Oct 13
•
MOI Global Equity Research
4
43:14
Latticework 2025: Bob Robotti on Finding Exceptional Value in Neglected Industrials
John Mihaljevic hosts Bob Robotti of Robotti & Company
Oct 13
•
MOI Global Equity Research
5
38:08
Latticework 2025: Tom Gayner on the Architecture of Enduring Compounding
John Mihaljevic hosts Tom Gayner of Markel Group
Oct 13
•
MOI Global Equity Research
4
44:53
Latticework 2025: Chris Bloomstran on Navigating a Secular Peak
John Mihaljevic hosts Chris Bloomstran of Semper Augustus
Oct 13
•
MOI Global Equity Research
7
38:56
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