REPLAY: European Investing Summit 2023

Discover ideas at the eleventh-annual edition of this online conference, hosted by MOI Global.

Members enjoy complimentary and exclusive access.

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

Gokul Raj Ponnuraj on Value Investing in Developing and Developed Markets

We had the pleasure of speaking with Gokul Raj Ponnuraj, portfolio manager at BAVARIA (Germany: B8A), an investment holding firm.

Shyam Sekhar on Value-Oriented Investing in India

We had the pleasure of speaking with Shyam Sekhar, founder of ithought Financial Consulting, an investment firm based in Chennai, India.

J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process

J.Dennis Jean-Jacques of Ocean Park Investments discussed his philosophy, idea generation process, and selected areas of opportunity.

Eurofins: Quality Business With Continuing Structural Growth

Stuart Mitchell of S. W. Mitchell Capital presented his investment thesis on Eurofins (France: ERF) at European Investing Summit 2023.

ISS: Facility Management Services Leader With Customer Behavior Moat

Markus Matuszek of M17 Capital presented his investment thesis on ISS A/S (Denmark: ISS) at European Investing Summit 2023.

Savencia: Well-Managed French Cheese and Dairy Leader at Discount

Brian Chingono of Verdad presented his thesis on European equities and Savencia (France: SAVE) at European Investing Summit 2023.

Latticework 2022

In December, the MOI Global community — along with a group of leading investors and CEOs — explored investing amid inflationary pressures.

Replay the Sessions

Member-Only Podcasts

We are delighted to launch member-only podcasts, enabling you to listen to exclusive MOI Global audio content in your favorite podcast player.

Access the Podcasts

MOI Global en Español

We are proud to have built an active and engaged Spanish-speaking community of intelligent investors in Spain, Mexico, and beyond.

Visit MOI Global en Español

Wide-Moat Investing Summit 2023

Discover Great Instructors and Great Ideas

Latticework 2023

On December 12, members will meet at the Yale Club of NYC for the seventh-annual Latticework. The summit has been lauded as a uniquely impactful forum of great minds from the MOI 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 2024

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

From January 22-26, 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 a past edition.

The Zurich Project 2024

From June 4-6, a select group of fund managers and founders will come together for the sixth 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 2024

In November 2024, 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 Gladiš, Dr. Hendrik Leber, Guy Spier, and others.

Replay selected past sessions.

Economic Historian Brad DeLong on His Book, Slouching Towards Utopia

October 6, 2023 in Audio, Equities, Explore Great Books Podcast, Featured, Full Video, Interviews, Meet-the-Author Forum, Member Podcasts

Economic historian and UC Berkeley professor J. Bradford DeLong discussed his book, Slouching Towards Utopia: An Economic History of the Twentieth Century, at MOI Global’s Meet-the-Author Forum.

Research director Alex Gilchrist hosts MOI Global’s Meet-the-Author Forum. The event brings together members and a select group of book authors in the pursuit of worldly wisdom. We are delighted to have an opportunity to inspire your reading.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

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Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

About the book:

Before 1870, humanity lived in dire poverty, with a slow crawl of invention offset by a growing population. Then came a great shift: invention sprinted forward, doubling our technological capabilities each generation and utterly transforming the economy again and again. Our ancestors would have presumed we would have used such powers to build utopia. But it was not so. When 1870–2010 ended, the world instead saw global warming; economic depression, uncertainty, and inequality; and broad rejection of the status quo.

Economist Brad DeLong’s Slouching Towards Utopia tells the story of how this unprecedented explosion of material wealth occurred, how it transformed the globe, and why it failed to deliver us to utopia. Of remarkable breadth and ambition, it reveals the last century to have been less a march of progress than a slouch in the right direction.

About the author: 

J. Bradford DeLong, an economic historian, is a professor of economics at the University of California, Berkeley. He was a deputy assistant secretary of the U.S. Treasury during the Clinton administration. He writes a widely read economics blog, now at braddelong.substack.com. He lives in Berkeley, California.

Highlighted Tweet by brendan_snow

February 11, 2023 in Twitter

Replay:
Latticework 2022

On December 13, MOI Global members gathered at the Yale Club of New York City to explore intelligent investing in the context of a challenging market environment.

Members enjoy complimentary and exclusive access.

MOI Global

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