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Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Mar 14
•
MOI Global Equity Research
16
Greggs: Capital Cycle Inflection and the Path to Margin Recovery
Presentation at Best Ideas 2026
Mar 13
•
MOI Global Equity Research
8
53:58
Metro Bank: Strong Deposit Franchise, Underappreciated MREL Unlock
Presentation at Best Ideas 2026
Mar 11
•
MOI Global Equity Research
8
58:23
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Mar 7
•
MOI Global Equity Research
14
PBAM: Well-Run SoCal Bank With Top-Decile ROA, Uplisting Potential
Presentation at Best Ideas 2026
Mar 6
•
MOI Global Equity Research
7
49:16
Pluxee: Spinoff Dynamics, With Strong Management and FCF
Presentation at Best Ideas 2026
Mar 4
•
MOI Global Equity Research
9
31:23
GCI Liberty: Cash Cow Asset With Tax Shields and M&A Optionality
Presentation at Best Ideas 2026
Mar 2
•
MOI Global Equity Research
14
2
3
52:33
February 2026
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Feb 28
•
MOI Global Equity Research
22
2
Cavco: M&A and Utilization Gains Set Path to Double Earnings
Presentation at Best Ideas 2026
Feb 27
•
MOI Global Equity Research
7
37:28
Navigating the “SaaS-pocalypse” and the Great Rotation
Takeaways from Our Latest Member Call
Feb 25
•
John Mihaljevic
and
MOI Global Equity Research
21
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Feb 21
•
MOI Global Equity Research
19
2
Natura Cosméticos: Unmasking Core Value Amid Restructuring Noise
Presentation at Best Ideas 2026
Feb 20
•
MOI Global Equity Research
8
49:11
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