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Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Dec 27
•
MOI Global Equity Research
13
2
Mayr-Melnhof Karton: Undervalued Leader, as Strategic Pivot Signals Inflection Point
Presentation at European Investing Summit 2025
Dec 26
•
MOI Global Equity Research
5
1:32:27
Edenred: Durable Growth Obscured by Regulatory Uncertainty
Presentation at European Investing Summit 2025
Dec 23
•
MOI Global Equity Research
7
1:01:47
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Dec 20
•
MOI Global Equity Research
20
4
Marex: Leader in Consolidating, Niche Financial Services Market
Presentation at European Investing Summit 2025
Dec 19
•
MOI Global Equity Research
7
1
46:00
Diageo: Short-Term Noise Obscures Cash-Gushing Quality Business
Presentation at European Investing Summit 2025
Dec 18
•
MOI Global Equity Research
7
53:02
Derichebourg: Family-Owned Cyclical Opportunity with Secular Growth
Presentation at European Investing Summit 2025
Dec 16
•
MOI Global Equity Research
7
58:48
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Dec 13
•
MOI Global Equity Research
15
2
Alcon: Razor-Blade Eye Care Moat, With Margin Expansion Catalyst
Presentation at European Investing Summit 2025
Dec 12
•
MOI Global Equity Research
6
35:41
The Great Rotation: The Case for Intelligent Investing 3D
It's time to invest in the world we see when our screens are off.
Dec 8
•
John Mihaljevic
and
MOI Global Equity Research
74
16
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Dec 6
•
MOI Global Equity Research
12
2
Norma: Mispriced Auto Supplier with Major Capital Return Kicker
Presentation at European Investing Summit 2025
Dec 5
•
MOI Global Equity Research
6
43:05
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