Category: Discover Great Ideas Podcast | MOI Global

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May 6, 2026 BTPS: Improving Asset Quality and Capital Return at Indonesian Lender Read More

November 12, 2025 Alcon: Razor-Blade Moat in Eye Care, With Margin Expansion Catalyst Read More

November 8, 2025 Jacquet Metals: Well-Run Cyclical Leader Trading at Trough Multiple Read More

November 8, 2025 Alten: Disciplined Acquirer With Misperceived Cyclicality on Sale Read More

November 5, 2025 SFS Group: Self-Help and Cyclical Recovery Driving Margin Upside Read More

November 3, 2025 Diageo: Short-Term Noise Obscures Cash-Gushing Quality Business Read More

November 1, 2025 Barratt: Well-Run UK Homebuilder at Discount to Liquidation Value Read More

November 1, 2025 Bellway: Well-Capitalized, Quality UK Homebuilder at Cyclical Low Read More

November 1, 2025 Kuehne+Nagel: High-ROIC Logistics Leader Temporarily Disrupted Read More

October 31, 2025 Domino’s Pizza (UK): Asset-Light, Growing Leader With High FCF Yield Read More

October 31, 2025 Topicus: The Constellation Software Playbook Hits Europe Read More

October 31, 2025 Volkswagen: Deep Restructuring Unlocks Value at Leading Automaker Read More

October 31, 2025 Derichebourg: Family-Owned Cyclical Opportunity with Secular Growth Read More

October 31, 2025 Westwing: Shareholder-Friendly Online Retailer With Margin Upside Read More

October 31, 2025 Mayr-Melnhof: Undervalued, as Strategic Pivot Signals Inflection Point Read More

October 30, 2025 Marex: Niche Leader in Consolidating Financial Services Market Read More

October 30, 2025 Novo Nordisk: Priced for Stability, Ignoring the Strong Pipeline Read More

October 30, 2025 Norma: Mispriced Auto Supplier with Major Capital Return Kicker Read More

October 30, 2025 SMCP: Accessible Luxury With Margin Upside and High FCF Yield Read More

October 30, 2025 Unidata: Founder-Led Italian Fiber Company at Key Inflection Point Read More