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The Great Rotation Playbook — Part 1: The Energy Backbone
A Manual for Investing in the 3D World (Part One)
Jan 15
•
MOI Global Equity Research
20
3
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
76
16
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
13 hrs ago
•
MOI Global Equity Research
2
Most Popular
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Are the Hyperscalers Turning Themselves into the Telecom Companies of the Late 1990s?
Mar 16, 2025
•
John Mihaljevic
55
1
13
Mohnish Pabrai on His Coal Thesis and the Mental Model Behind It
Jan 23, 2025
•
John Mihaljevic
31
1
14
The Great Rotation: The Case for Intelligent Investing 3D
Dec 8, 2025
•
John Mihaljevic
and
MOI Global Equity Research
76
16
Takeaways from Latticework 2025: Bloomstran, Gayner, Miller, Robotti, Russo, Thomson, Tsai, Wachenheim
Oct 13, 2025
•
John Mihaljevic
,
MOI Global Equity Research
, and
Tyler Howell
83
1
14
Why Every Investor Must Understand Capital Cycle Theory
Mar 13, 2025
•
John Mihaljevic
46
4
10
How Successful Investors Find Winning Ideas
Dec 22, 2024
•
John Mihaljevic
18
5
Latticework 2025
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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
39:41
Latticework 2025: Tom Russo on Finding Global Compounders
John Mihaljevic hosts Tom Russo of Gardner Russo & Quinn
Oct 13, 2025
•
MOI Global Equity Research
7
43:14
Latticework 2025: Ed Wachenheim on Homebuilders, Contrarian Investing
Saurabh Madaan hosts Ed Wachenheim of Greenhaven Associates
Oct 13, 2025
•
MOI Global Equity Research
7
Intelligent Investing 100
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58:57
Richard Oldfield on His Book, and How Value Investing Has Changed
Exclusive Interview in Special Series, Intelligent Investing 100
Nov 12, 2025
•
Alex Gilchrist
and
MOI Global Equity Research
6
2:15:26
The Grave Dancer's Playbook: How Sam Zell Built a $5+ Billion Fortune
Exclusive Program in Special Series, Intelligent Investing 100
Oct 22, 2025
•
John Mihaljevic
and
MOI Global Equity Research
6
3
2:00:45
Carl Icahn's Journey as Raider, Investor, and Owner Advocate
Exclusive Program in Special Series, Intelligent Investing 100
Sep 23, 2025
•
John Mihaljevic
and
MOI Global Equity Research
7
1
2
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Latticework by MOI Global
Latticework, powered by MOI Global, brings together intelligent investors on a journey of lifelong learning.
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