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Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jan 10
•
MOI Global Equity Research
19
2
Subsea 7: Saipem Merger Creates Scale and Shareholder Value
Presentation at Best Ideas 2026
Jan 9
•
MOI Global Equity Research
4
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
4
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
5
1
28:32
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jan 3
•
MOI Global Equity Research
8
Bellway: Well-Capitalized, Quality UK Homebuilder at Cyclical Low
Presentation at European Investing Summit 2025
Jan 2
•
MOI Global Equity Research
4
45:45
December 2025
Volkswagen: Deep Restructuring Unlocks Value at Major Automaker
Presentation at European Investing Summit 2025
Dec 31, 2025
•
MOI Global Equity Research
4
34:53
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Dec 27, 2025
•
MOI Global Equity Research
15
2
Mayr-Melnhof Karton: Undervalued Leader, as Strategic Pivot Signals Inflection Point
Presentation at European Investing Summit 2025
Dec 26, 2025
•
MOI Global Equity Research
6
1:32:27
Edenred: Durable Growth Obscured by Regulatory Uncertainty
Presentation at European Investing Summit 2025
Dec 23, 2025
•
MOI Global Equity Research
7
1:01:47
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Dec 20, 2025
•
MOI Global Equity Research
20
4
Marex: Leader in Consolidating, Niche Financial Services Market
Presentation at European Investing Summit 2025
Dec 19, 2025
•
MOI Global Equity Research
7
1
46:00
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