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Diageo: Short-Term Noise Obscures Cash-Gushing Quality Business
Presentation at European Investing Summit 2025
20 hrs ago
•
MOI Global Equity Research
5
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
13
1
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
72
16
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Dec 6
•
MOI Global Equity Research
11
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
November 2025
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Nov 29
•
MOI Global Equity Research
17
2
Topicus: The Constellation Software Playbook Hits Europe
Presentation at European Investing Summit 2025
Nov 28
•
MOI Global Equity Research
12
1:25:19
Mastering the Inner Game: Guy Spier's Blueprint for Psychological Fortitude in Investing
Revisiting one of our favorite interviews
Nov 25
•
John Mihaljevic
and
MOI Global Equity Research
13
3
40:33
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Nov 22
•
MOI Global Equity Research
13
2
Westwing: Shareholder-Friendly Online Retailer With Margin Upside
Presentation at European Investing Summit 2025
Nov 21
5
29:29
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