REPLAY:
Best Ideas 2024

Discover ideas at the twelfth-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:

Three NCAV Bargains in Japan: Kikukawa Enterprise, Charle, Sanko

Juan Matienzo of Mercor Investment Group presented Kikukawa (Japan: 6346), Charle Co. (Japan: 9885), and Sanko Co. (Japan: 6964).

Talen: Power Producer With Strong FCF and Crown-Jewel Nuclear Asset

Alex Gates of Clayton Partners presented his in-depth investment thesis on Talen Energy (US: TLNE) at Best Ideas 2024.

Dino Polska: Owner-Operated Compounder With Long Runway

Christopher Karlin of Aquitania Capital Management presented his investment thesis on Dino Polska (Poland: DNP) at Best Ideas 2024.

Liverpool: Dynamic Player in Mexican Retail, With Major Logistics Asset

Francisco Carrillo of Mexico Value Partners presented his thesis on El Puerto de Liverpool (Mexico: LIVEPOLC) at Best Ideas 2024.

Conx: Charlie Ergen SPAC in Talks to Acquire DISH-Owned Boost Wireless

Nitin Sacheti of Papyrus Capital presented his investment thesis on Conx Corp. (US: CONX, CONXW) at Best Ideas 2024.

Hargreaves: Misunderstood Sum-of-the-Parts Bargain With Catalysts

Simon Caufield of SIM Limited presented his investment thesis on Hargreaves Services (UK: HSP) at Best Ideas 2024.

Latticework 2023

In December, MOI Global members — along with a group of leading investors and CEOs — explored intelligent investing in a changing world.

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

European Investing Summit 2023

Discover Great Instructors and Great Ideas

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.

Latticework 2024

In late 2024 members will meet at the Yale Club of NYC for the eighth-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, Peter Keefe, Bryan Lawrence, Howard Marks, Michael Mauboussin, Mohnish Pabrai, Tom Russo, Guy Spier, Murray Stahl, Will Thorndike, Christopher Tsai, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

Ideaweek 2025

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

From January 27-30, invited members of the MOI Global community will meet in St. Moritz, Switzerland for a week of skiing, discussion, and friendship. The fifth-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.

LSB: Transformed, Competitively Advantaged Ammonia Producer

January 19, 2024 in Audio, Best Ideas 2024, Best Ideas 2024 Featured, Diary, Discover Great Ideas Podcast, Equities, Featured, Ideas, Member Podcasts

Bob Robotti of Robotti & Company Advisors discussed his investment thesis on LSB Industries (US: LXU) at Best Ideas 2024.

Watch this session:

This session is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the instructor:

Bob Robotti is the Founder, President and CIO of Robotti & Company Advisors, a registered investment advisor based in New York City.

Guided by the classic tenets of value investing, VALUATION MATTERS. Robotti & Company Advisors uses a proprietary research approach to identify companies which trade for substantial discounts to their future free cash flows, yet are misunderstood, neglected, or just out-of-favor, so discounted by markets. Once identified, Robotti’s investment team focuses on deep primary industry and company research to select investment holdings through the lens of a long-term business owner.

In this capacity, Bob is currently on the boards of AMREP Corporation (NYSE:AXR), Pulse Seismic Data Inc. (TSX: PSD) for which he also serves as Chairman, and Tidewater, Inc. (NYSE:TDW). Bob previously was on the board BMC Building Materials Holding Corporation, now amalgamated into Builders FirstSource, the premier and differentiated distributor of building structural products to homebuilders.

Prior to founding Robotti & Company in 1983, he was the CFO of Gabelli & Company. Bob holds a BS in Accounting from Bucknell University and an MBA from Pace University.

Replay:
Latticework 2023

On December 12, MOI Global members gathered at the Yale Club of New York City to explore intelligent investing in a changing world.

Members enjoy complimentary and exclusive access.

MOI Global

The research-driven membership organization of intelligent investors worldwide

MOI Global