MOI Global

MOI Global | The Membership Community of Intelligent Investors

January 6, 2024 Phil Ordway and Michael Mauboussin on the Art of Intelligent Investing Read More

March 23, 2021 Ep. 34: COVID Crash Retrospective | Hobbies and Games for Investors Read More

March 18, 2021 Ep. 33: Holding Competing Ideas | Porting Models Across Investments Read More

March 10, 2021 Ep. 32: Danny Meyer’s “Constant, Gentle Pressure” | Equity Duration Read More

March 2, 2021 Ep. 31: Lottery Tickets and Position Sizing | Earnings Season Process Read More

February 25, 2021 Ep. 30: David Barr on Finding Value in Fast-Growing Businesses Read More

February 17, 2021 Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0 Read More

February 9, 2021 Ep. 28: Note Taking and Idol Worship | A Market in Replacement Capital Read More

February 3, 2021 Ep. 27: Short Squeezes, Long-Short Strategies, and Avoiding Ruin Read More

January 28, 2021 Ep. 26: Level 1 Thinking | Sources of Operating Leverage Read More

January 20, 2021 Ep. 25: How Smaller Companies Beat Giants | Research: How to Detect BS Read More

January 12, 2021 Ep. 24: Investing Amid Change | Building From First Principles Read More

January 2, 2021 Ep. 23: Wholesale Transfer Pricing | Investor Expectations for 2021 Read More

December 22, 2020 Ep. 22: Counterfactual Thinking | Reflexivity as a Concept in Investing Read More

December 10, 2020 Ep. 21: #Neversell | Subscription Models | Financial Services Disruption Read More

December 8, 2020 Ep. 20: Lessons from the 1930s | Slow Hunches in Business and Investing Read More

November 28, 2020 Ep. 19: Questions for CEOs | Industry Research | Overconfidence Read More

November 24, 2020 Ep. 18: Crowdsourcing Ideas | Red Flags When Analyzing a Company Read More

November 14, 2020 Ep. 17: Idea Generation | Berkshire’s Q3 | Bond-Style Equity Analysis Read More

November 7, 2020 Ep. 16: Equity Incentives | Reverse DCF as an Analytical Tool Read More