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Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
13 hrs ago
•
MOI Global Equity Research
15
2
AI Bootcamp (Lesson 16): Schedule It, Refine It, and Retrospective
A four-week joint experiment for non-technical investors. Today: A scheduled engine, a README file, and a three-month retrospective.
May 29
•
MOI Global Equity Research
3
1
1
5:23
AI Bootcamp (Lesson 15): Engine Spec, Narrative Layer, and End-to-End Run
A four-week joint experiment for non-technical investors. Today: A one-page engine spec and a narrative layer on the top three names.
May 28
•
MOI Global Equity Research
4
1
6:12
Why Data Storage 2026 Is Eerily Reminiscent of Data Storage 2000
SanDisk up 3,866% in twelve months. Seagate at 75x earnings. A revealing comparison to the 1999/2000 bubble cohort that drew down 90%.
May 27
•
John Mihaljevic
and
MOI Global Equity Research
7
9:42
AI Bootcamp (Lesson 14): Layer On EDGAR, FRED, and a Scoring Layer
A four-week joint experiment for non-technical investors. Today: Filing freshness, dated macro, and explicit weights.
May 27
•
MOI Global Equity Research
3
1
7:23
AI Bootcamp (Lesson 13): Git, GitHub, and a Real Screener on FMP
A four-week joint experiment for non-technical investors. Today: Version control for the engine and a first FMP screener.
May 26
•
MOI Global Equity Research
2
1
5:27
The Monday Morning Briefing: Bubble, Perfection, Bizarro World?
The question is not whether AI is a bubble, but whether today's record margins are the right baseline to capitalize on, and where patient capital should…
May 25
•
John Mihaljevic
and
MOI Global Equity Research
9
9:29
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
May 23
•
MOI Global Equity Research
39
2
Oro: Founder-Led, Undervalued Japanese ERP Software Leader With Catalysts for Re-Rating
Presentation at Asian Investing Summit 2026
May 22
•
MOI Global Equity Research
6
42:15
AI Bootcamp (Lesson 12): Claude Code, and Building Our First Script
A four-week joint experiment for non-technical investors. Today: Claude Code installed and a working EDGAR risk-factors script.
May 22
•
MOI Global Equity Research
3
1
9:25
AI Bootcamp (Lesson 11): Iterating Prompts and Structured Write-Ups
A four-week joint experiment for non-technical investors. Today: A five-ticker prompt-evals pass and one reverse-DCF you would trust.
May 21
•
MOI Global Equity Research
3
1
4:48
Lycopodium: Mispriced Compounder With Founder Alignment and High ROE
Presentation at Asian Investing Summit 2026
May 20
•
MOI Global Equity Research
1
44:37
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