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Discover Great Ideas

Selected investment idea theses.
A member podcast of MOI Global.

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October 29, 2024 Sonae: Well-Run, Owner-Operated Holding Company at Deep Discount Read More

October 29, 2024 Ageas: 200-Year Old Belgian Insurer with Presence in Europe and Asia Read More

October 29, 2024 SDI Group: High-ROTCE UK Serial Acquirer of Scientific Instruments Read More

October 29, 2024 Energean: Owner-Operated, Shrewd Capital Allocator in Natural Gas E&P Read More

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