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Barratt: Well-Run UK Homebuilder at Discount to Liquidation Value
Presentation at European Investing Summit 2025
8 hrs ago
•
MOI Global Equity Research
37:07
Richard Oldfield on His Book, and How Value Investing Has Changed
Exclusive Interview in Special Series, Intelligent Investing 100
Nov 12
•
Alex Gilchrist
and
MOI Global Equity Research
5
58:57
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Nov 8
•
MOI Global Equity Research
12
1
Domino’s Pizza (UK): Asset-Light, Growing Leader With High FCF Yield
Presentation at European Investing Summit 2025
Nov 7
•
MOI Global Equity Research
5
1:03:33
Stephen Penman's Masterclass on Intrinsic Value, Earnings Quality, Cost of Capital, Quant Factors, and Avoiding Self-Deception
Exclusive Interview with Renowned Columbia University Professor
Nov 5
•
John Mihaljevic
15
4
1:16:51
European Investing Summit 2025: Diageo, Domino's, Novo Nordisk, Topicus, Volkswagen, and More
The case for Europe + idea highlights from 14th-annual conference
Nov 3
•
MOI Global Equity Research
21
5
SMCP: Accessible Luxury With Margin Upside and High FCF Yield
Presentation at European Investing Summit 2025
Nov 3
•
MOI Global Equity Research
2
48:42
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Nov 1
•
MOI Global Equity Research
15
1
October 2025
Novo Nordisk: Priced for Stability, Ignoring the Strong Pipeline
Presentation at European Investing Summit 2025
Oct 31
•
MOI Global Equity Research
8
1
35:27
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Oct 25
•
MOI Global Equity Research
24
4
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
6
3
2:15:26
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