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Are the Hyperscalers Turning Themselves into the Telecom Companies of the Late 1990s?
From Asset-Light to Capital-Heavy: What Could Go Wrong?
Mar 16, 2025
•
John Mihaljevic
55
1
13
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, 2025
•
John Mihaljevic
and
MOI Global Equity Research
100
24
Mohnish Pabrai on His Coal Thesis and the Mental Model Behind It
Exclusive Interview in Special Series, Intelligent Investing 100
Jan 23, 2025
•
John Mihaljevic
31
1
14
1:09:07
Takeaways from Latticework 2025: Bloomstran, Gayner, Miller, Robotti, Russo, Thomson, Tsai, Wachenheim
Intelligent Investing in a Rapidly Changing World — Wisdom, Insights, and Ideas
Oct 13, 2025
•
John Mihaljevic
,
MOI Global Equity Research
, and
Tyler Howell
83
1
14
The Great Rotation Playbook — Theme 1: The Energy Backbone
A Manual for Investing in the 3D World (Part One)
Jan 15
•
MOI Global Equity Research
26
5
1
The Great Rotation Playbook — Theme 2: Critical Minerals & The Mining Supply Cliff
The Manual of Ideas for Investing in the 3D World
Feb 4
•
MOI Global Equity Research
23
1
Navigating the “SaaS-pocalypse” and the Great Rotation
Takeaways from Our Latest Member Call
Feb 25
•
John Mihaljevic
and
MOI Global Equity Research
21
Why Every Investor Must Understand Capital Cycle Theory
Lessons from "Capital Returns", the Classic by Marathon (Part One)
Mar 13, 2025
•
John Mihaljevic
46
4
10
2:26:42
Brookfield Corporation: Superior, Owner-Operated, Long-Term Capital Allocation Platform
Presentation at Best Ideas 2026
Feb 6
•
MOI Global Equity Research
14
59:43
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Mar 7
•
MOI Global Equity Research
14
Topicus: The Constellation Software Playbook Hits Europe
Presentation at European Investing Summit 2025
Nov 28, 2025
•
MOI Global Equity Research
13
1:25:19
How Successful Investors Find Winning Ideas
A Compilation of Wisdom from Hundreds of Interviews
Dec 22, 2024
•
John Mihaljevic
18
5
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