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

Brinton Johns on Complexity Investing: Resilience and Optionality

We had the pleasure of speaking with Brinton Johns, a co-founder and investor at NZS Capital, about the firm’s investment philosophy.

Ram Parameswaran: Quarterly Update on Internet Business Trends

We had the pleasure of speaking with Ram Parameswaran, founder and managing partner of San Francisco-based Octahedron Capital.

Chris Mayer on Stocks that Return 100-to-1 and How to Find Them

Christopher W. Mayer discussed his highly acclaimed book, 100 Baggers, at MOI Global’s Meet-the-Author Summer Forum 2021.

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Asian Investing Summit

This 8th annual online conference brought together great minds from the MOI Global network of intelligent investors.

Members enjoy complimentary and exclusive access.

The Manual of Ideas

MOI Global’s flagship member publication features exclusive content, including thought leader interviews and in-depth idea theses.

Download the Latest Edition

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.

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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

Best Ideas 2021

Discover Great Instructors and Great Ideas

Latticework New York 2021

In the fall of 2021, members will meet at the Yale Club for the fifth annual Latticework. The summit explores the topic of 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, Mohnish Pabrai, Chamath Palihapitiya, Tom Russo, Murray Stahl, Will Thorndike, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

The Frankfurt Conversation 2021

In November 2021, 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.

Ideaweek 2022

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

In February 2022, 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.

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.

Brinton Johns on Complexity Investing: Resilience and Optionality

June 11, 2021 in Audio, Equities, Featured, Interviews, Invest Intelligently Podcast, Member Podcasts, Wide Moat

We had the pleasure of speaking with Brinton Johns, a co-founder and investor at NZS Capital, about the firm’s investment philosophy and process.

Specifically, we dug into the topic of complexity investing, which Brinton and his team have championed for years.

NZS believes that “the economy and the stock market are best understood as biological systems: specifically, complex adaptive systems. Complex systems have unpredictable outcomes; therefore, as investors, we focus on companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes.”

In 2014, Brinton and fellow NZS co-founder Brad Slingerlend published a white paper on complexity investing. The paper remains highly influential.

Listen to the conversation (recorded on June 3, 2021):

audio paper library

A transcript will be shared with members soon.

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

For more insights from NZS Capital, listen to our conversation with Jon Bathgate on the key players and trends in the semiconductor industry.

Brinton Johns is a co-founder and investor at NZS Capital, LLC. Brinton started in the investment industry at Janus Henderson Investors in 2000 in retail client support before becoming a research associate in 2003. Brinton became a research analyst in 2006 and later became leader of the global technology sector team and co-portfolio manager of the Janus Henderson Global Technology and Innovation Strategies with Brad until June 2017. Brinton has a Bachelor of Business Administration in Business Management from the University of Texas Arlington and a Master of Arts in Biblical/Christian Studies from the Denver Seminary.

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