Replay Now Available: Best Ideas 2021

This 9th annual online conference brought together great minds from the MOI Global community of intelligent investors.

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.

Access the Podcasts

Wide-Moat Investing Summit 2020

This 8th annual investment conference, held on July 2-3, brought together great minds from the MOI Global network of intelligent investors.

Replay the Sessions

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

Marc Rubinstein on the Challenges Facing Facebook’s Diem

We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.

Ep. 30: David Barr on Finding Value in Fast-Growing Businesses

Enjoy S1E30 of This Week in Intelligent Investing, featuring authentic discussion among Phil Ordway, Elliot Turner, and John Mihaljevic.

Oakcliff Capital: Reflections After Sixteen Years

We have a simple plan going forward: Keep doing what we do. Having turned $1 into $14 over 16 years, we would like to turn $14 into $100.

Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet

We had the pleasure of speaking with Andrew Wilkinson, co-founder of Tiny Capital and director of WeCommerce Holdings (Canada: WE).

Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0

Enjoy S1E29 of This Week in Intelligent Investing, featuring authentic discussion among Phil Ordway, Elliot Turner, and John Mihaljevic.

Marc Rubinstein on Financial Regulation and the Policy Triangle

We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.

Replay Our 3rd Small Group Virtual Member Meetup

We hosted our 3rd Virtual Meetup on February 11, 2021. The goal was to enable members to discuss investing in an informal setting.

Ep. 28: Note Taking and Idol Worship | A Market in Replacement Capital

Enjoy S1E28 of This Week in Intelligent Investing, featuring authentic discussion among Phil Ordway, Elliot Turner, and John Mihaljevic.

Marc Rubinstein on the DTCC and the Story of Clearing

We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.

European Investing Summit 2020

Discover Great Instructors and Great Ideas

The Zurich Project 2021

In June 2021, 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.

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.

Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep

February 4, 2021 in Audio, Best Ideas 2021, Best Ideas 2021 Featured, Diary, Equities, Featured, Ideas

Mohnish Pabrai of Pabrai Investment Funds joined fellow MOI Global members for a talk and Q&A session at Best Ideas 2021.

Mohnish discussed some of the insights he has taken from his conversations with Nick Sleep, whom he has known for a long time. Sleep is famous for concentrating his portfolio in a small number of investments, including Amazon.com and Costco, and holding those companies for a very long time.

Mohnish described how his own approach has evolved as a result of Sleep’s insights and Mohnish’s own decades-long investment experience.

We discussed Mohnish’s global hunt for attractive long-term investment opportunities, including in Turkey, Korea, China, Japan, and India.

Companies mentioned in the session included Ferrari, Amazon, Walmart, Costco, Google, Alibaba, Coca Cola Icecek, Tesla, Snowflake, and Salesforce.

Mohnish also shared an item he added to his investment checklist in 2020.

Replay this LIVE session (streamed on January 18):

audio recording

No slide presentation accompanies this session.

About the instructor:

Mohnish Pabrai is the Founder and CEO of Dhandho Holdings, the parent of Dhandho Funds that was formed in 2014 and capitalized with over $150 million in assets. He is the Founder and Managing Partner of Pabrai Investment Funds, which has grown from $1 million in assets at inception in 1999 to $575+ million in 2019. He is the Founder and Chairman of The Dakshana Foundation (www.dakshana.org), which has gotten over 1,146 impoverished, but brilliant students admitted to the IITs.

As a 24-year old, Mohnish founded TransTech in 1990 and funded it with $70,000 in credit card debt and emptying out the $30,000 in his 401(k) account. TransTech was recognized as an Inc. 500 company in 1996 and had revenues of over $20 million when it was sold in 2000. He has been an active member of YPO for over 19 years. He loves reading, racquetball, biking on Irvine’s bike trails and playing duplicate bridge.

The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.

MOI Global

The research-driven membership organization of intelligent investors worldwide