I meet a lot of creators who invest in tech stocks and don’t really understand why I focus on value, such as buying companies at a low multiple of sales.
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— John Mihaljevic (@JMihaljevic)
Dec 29, 2022
“The trouble with market research is that people don’t think what they feel, they don’t say what they think, and they don’t do what they say.”
— David Ogilvy
— The Rational Walk (@rationalwalk)
Dec 29, 2022
Bill George on His Leadership Style as Former CEO of Medtronic
December 29, 2022 in Audio, Explore Great Books Podcast, Full Video, Interviews, Meet-the-Author Forum, Member Podcasts, The Manual of Ideas, TranscriptsBill George discussed his book, True North: Leading Authentically in Today’s Workplace, at MOI Global’s Meet-the-Author Forum.
This series 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.
Research director Alex Gilchrist hosts MOI Global’s Meet-the-Author Forum.
The full session is available exclusively to members of MOI Global.
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About the co-author:
Bill George is the former chairman and chief executive officer of Medtronic. He joined Medtronic in 1989 as president and chief operating officer, was chief executive officer from 1991-2001, and board chair from 1996-2002. He is currently a senior fellow at Harvard Business School, where he has taught leadership since 2004.
Bill is the author of: Discover Your True North and The Discover Your True North Field book, Authentic Leadership, 7 Lessons for Leading in Crisis True North, Finding Your True North, and True North Groups. He served on the boards of Goldman Sachs, ExxonMobil, Novartis, Target, and Mayo Clinic.
He received his BSIE with high honors from Georgia Tech, his MBA with high distinction from Harvard University, where he was a Baker Scholar, and honorary PhDs from Georgia Tech, Mayo Medical School, University of St. Thomas, Augsburg College and Bryant University.
When everyone says buy the dip, it’s not time to buy the dip.
— John Mihaljevic (@JMihaljevic)
Dec 28, 2022
S3E08: Why 2022 Was a Year to Remember and Possibly a Turning Point
December 28, 2022 in Audio, Podcast, This Week in Intelligent InvestingIt’s a pleasure to share with you Season 3 Episode 8 of This Week in Intelligent Investing, co-hosted by
- Phil Ordway of Anabatic Investment Partners in Chicago, Illinois;
- Elliot Turner of RGA Investment Advisors in Stamford, Connecticut; and
- John Mihaljevic of MOI Global in Zurich, Switzerland.
Enjoy the conversation!
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss some of the “highlights” of 2022, why it was a year to remember, and why it may have been a turning point for investors.
Follow Up
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Follow This Week in Intelligent Investing on Twitter.
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This Week in Intelligent Investing is available on Amazon Podcasts, Apple Podcasts, Google Podcasts, Pandora, Podbean, Spotify, Stitcher, TuneIn, and YouTube.
If you missed any past episodes, you can listen to them here.
About the Podcast Co-Hosts
Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department.
Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy.
John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club’s prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. 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 podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast. [dkpdf-remove][/dkpdf-remove]
Neeraj Marathe on Small- and Mid-Cap Value Investing in India
December 28, 2022 in Asia, Audio, Equities, Full Video, InterviewsWe had the pleasure of speaking with Neeraj Marathe, a full-time private investor and university teacher based in Pune, India.
Neeraj focuses on investing in India-listed small- and mid-cap companies while applying fundamental analysis and value investing principles.
In this conversation, we discuss Neeraj’s investment philosophy and his journey in the capital markets of India. We also delve into his thinking on the behavioral aspects of investment decision-making. Finally, Neeraj lays out two investment frameworks he has applied successfully in Indian equity markets.
MOI Global contributor Rohith Potti hosted Neeraj for this exclusive interview.
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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:
Neeraj Marathe is a private investor and a teacher at Flame University, based in Pune, Maharashtra. He is also an an analyst at Sentinel Research. Neeraj’s core competency lies around investing in Indian listed companies, specifically mid-caps and small-caps, using fundamental analysis and value investing principles. He is an avid reader and reads books based on value investing, behavioral finance and psychology. As a hobby, he has been teaching for the last ten years as a visiting faculty in B-Schools based in Pune, where he takes up specialization subjects like Security Analysis & Portfolio Management.
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.“Habits are the compound interest of self-improvement. The same way that money multiplies through compound interest, the effects of your habits multiply as you repeat them.”
– @JamesClear
— The Rational Walk (@rationalwalk)
Dec 27, 2022
This @SouthwestAir meltdown is one for the ages. I’m normally quick to defend the airlines. It’s a complex, difficult business, and the people are hard-working and doing their best. But this failure is beyond the pale. Sad to see a great company just completely fall on its face.
— Phil Ordway (@pcordway)
Dec 27, 2022
A single year is a either a short period of time or a long period of time depending on how you use it.
Example: Reading
If you commit to reading just one hour/day and read an average of 25 pages per hour, that is over 9,000 pages.
The equivalent of 18 five hundred page books!
— The Rational Walk (@rationalwalk)
Dec 26, 2022
“The trouble is that most people want to be right. The very best people, however, want to know if they’re right.”
— John Cleese
— Milo Jones (@Inveniam)
Dec 26, 2022