Replay: Best Ideas 2022

The tenth-annual edition of Best Ideas brought together great minds from the MOI Global network of intelligent investors, with a focus on timely and actionable investment ideas.

Members enjoy complimentary and exclusive access.

Enjoy the wisdom, insights, and ideas of selected thought leaders:

Rent-A-Center: Transformed Into High-Growth Fintech Platform

Chris Colvin of Breach Inlet Capital presented his investment thesis on Rent-A-Center (US: RCII) at Best Ideas 2022.

Innovate: SOTP Bargain, With Catalysts and Insider Buying

Nitin Sacheti of ARS Investment Partners / Papyrus Capital presented his thesis on Innovate Corp. (US: VATE) at Best Ideas 2022.

Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts

Michael Melby of Gate City Capital Management presented his investment thesis on Unit Corporation (US: UNTC) at Best Ideas 2022.

LILAK, Mega: Generational Bargains in Latin American Cable Equities

Patrick Brennan of Brennan Asset Management presented Liberty Latin America (US: LILAK) and Megacable at Best Ideas 2022.

Opportunities in Cyclicals: Louisiana-Pacific, Westlake Chemical

Bob Robotti of Robotti & Company presented Louisiana-Pacific (US: LPX) and Westlake Chemical (US: WLK) at Best Ideas 2022.

Opera: Leading Independent Web Browser at Attractive Valuation

Jim Roumell of Roumell Asset Management presented his investment thesis on Opera (US: OPRA) at Best Ideas 2022.

Fairfax India: Well-Managed, Growing Holding Company at Discount

Jeffrey Stacey of Stacey Muirhead Capital Management presented his thesis on Fairfax India (Canada: FIH.U) at Best Ideas 2022.

Serial Growth, Operating Leverage in Consolidating Fragmented Industries

Keith Smith of Bonhoeffer Fund presented Asbury Auto, Consolidated Communications, and Millicom at Best Ideas 2022.

Dignity: Turning Around Under New Leadership, with Catalyst

Simon Caufield of SIM Limited presented his in-depth investment thesis on Dignity plc (UK: DTY) at Best Ideas 2022.

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European Investing Summit 2021

Discover Great Instructors and Great Ideas

The Zurich Project 2022

In June 2022, a select group of fund managers and founders will come together for the fifth edition of this invitation-only forum in beautiful Switzerland. Investors building firms for the long term share experiences, best practices, and ideas in an intimate private setting, far from the demands of day-to-day business.

The Zurich Project has received acclaim for its unique culture of respect, camaraderie, and honesty.

See a few impressions.

The Frankfurt Conversation 2022

In November 2022, invited members of MOI Global will meet in Frankfurt, Germany, for a day of wisdom and idea sharing.

The Frankfurt Conversation will address selected topics related to intelligent investing in Europe and beyond.

In the past, invited members engaged with European superinvestors Daniel Gladis, Dr. Hendrik Leber, Guy Spier, and others.

Replay selected past sessions.

Latticework 2022

In late 2022, members will convene at the Yale Club of New York City for the sixth annual Latticework. The summit explores mental models in a changing world. It has been lauded as a uniquely impactful forum of the best minds from the MOI Global community.

Speakers have included Charles de Vaulx, Tom Gayner, Howard Marks, Michael Mauboussin, Mohnish Pabrai, Tom Russo, Murray Stahl, Will Thorndike, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

Ideaweek 2023

Ideaweek brings together inquisitive minds to explore ideas of consequence in investing, business, and life.

In early February 2023, invited members of the MOI Global community will meet in St. Moritz, Switzerland for a week of skiing, discussion, and friendship. The fourth annual Ideaweek is a showcase of ideas, a platform for great conversations, and an opportunity to catalyze relationships with like-minded individuals.

Read impressions from the last edition.

Howard Marks and Chris Goulakos on Tech Disruption and Value Investing

December 14, 2021 in Diary, Equities, Featured, Full Video, Interviews, Invest Intelligently Podcast, Latticework, Latticework Online, Member Podcasts

Chris Goulakos, Managing Partner of Balius Partners, and Howard Marks, Co-Chairman of Oaktree Capital Management, joined members for a fireside chat at Latticework on December 15, 2021. Chris and Howard explored the topic, “Tech Disruption and Value Investing in the Digital Age”.

This conversation is available as an episode of Invest Intelligently, a member podcast of MOI Global. (Learn how to access member podcasts.)

Replay this virtual fireside chat:

related graphs audio recording

About the session host:

Chris Goulakos is the Founder and Managing Partner of Balius Partners, an alternative asset manager applying value investing principles in the digital economy. He is a board observer at Odeko and an investor/advisor at Flexe, Varda, Cameo, PIPE, ActionIQ, Autograph and Echodyne, specializing in M&A, Capital Allocation and Capital Markets policy. Previously, Chris worked as an associate at MidOcean Partners, a $9 billion alternative asset manager in New York. He serves as the co-chair of The Hellenic Initiative’s New Leaders Group and is also a member of the Milken Institute Young Leaders Circle. Chris is a graduate of the Value Investing Program at the Ivey School of Business and he lives in Washington DC with his wife, Stephanie and two children.

About the featured guest:

Since the formation of Oaktree in 1995, Howard Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Howard led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Howard was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research. Howard holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize.

Replay:
Latticework 2021

On December 15-16, the MOI Global community — along with a group of leading investment managers and CEOs — explored intelligent investing on the right side of change.

Members enjoy complimentary and exclusive access.

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