MOI Global | The Membership Community of Intelligent Investors
About
Chairman’s Letter
Membership Tour
Member Feedback
Member Calendar
Events
Featuring thought-provoking events for intelligent investors
Online Events
Best Ideas Conference
Wide-Moat Investing Summit
Asian Investing Summit
European Investing Summit
Meet-the-Author Forum
Industry Insights Summit
Investing in Crisis Mode
Offline Events
Local Chapters
Best Ideas Omaha
Ideaweek St. Moritz
Latticework London
Latticework New York
The Frankfurt Conversation
The Zurich Project
Insights
Featuring wisdom-packed content
Publications
All-Time Favorites
Featured Content
Selected Transcripts
The Manual of Ideas
MOI (The Book)
MOI Global en Español
Curated Content
Timeless Selections
Investment Ideas
Investment Letters
What We Are Reading
Thought Leader Series
MOI Global on Twitter
Podcasts
Member-Only Podcasts
Intelligent Investing
Ideaweek Podcast
Latticework Podcast
Zurich Project Podcast
Start Your Podcast
Leaders
Featuring intelligent investing thought leaders worldwide
Americas
Chuck Akre
David Barr
Chris Bloomstran
Larry Cunningham
Aswath Damodaran
Charles de Vaulx
James Ferguson
Tom Gayner
Bruce Greenwald
Robert Hagstrom
Naveen Jeereddi
Howard Marks
Michael Mauboussin
Phil Ordway
Mohnish Pabrai
Bob Robotti
Jim Roumell
Chuck Royce
Tom Russo
Dave Sather
Adam H. Schwartz
Murray Stahl
Sean Stannard-Stockton
Lauren Templeton
Will Thorndike
Elliot Turner
Arnold Van Den Berg
Ed Wachenheim
Amit Wadhwaney
Josh Wolfe
Don Yacktman
Europe
Christian Billinger
Jean-Marie Eveillard
Frank Fischer
Daniel Gladiš
Hendrik Leber
Francisco Paramés
Guy Spier
Samuel Weber
Asia
Rajeev Mantri
Rahul Saraogi
Adrian Warner
Florian Weidinger
Jiro Yasu
Soumil Zaveri
Account
Login
Recover
Member Service
Waiting List
Search
Equities
January 14, 2022
Grupo Sura: Undervalued Colombian HoldCo With Quality Assets
Read More
January 14, 2022
Tuesday Morning: Post-Bankruptcy Equity With Positive Outlook
Read More
January 14, 2022
P10: Premier Private Markets Asset Manager Focused on Middle Market
Read More
January 14, 2022
Silicon Motion: Highly Profitable, Gaining Share, Yet Lowly Valued
Read More
January 14, 2022
Algoma: Net Cash Position Building Quickly Amid Elevated Steel Prices
Read More
January 13, 2022
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
Read More
January 13, 2022
Dream Finders Homes: Rapidly Growing, Acquisitive, Asset-Light
Read More
January 13, 2022
Acme United: Steadily Growing Supplier of Niche Consumer Products
Read More
January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
Read More
January 13, 2022
Applus: Growing, Top Ten Player in Testing, Inspection, and Certification
Read More
January 13, 2022
Nielsen: Well-Positioned After Sale of Consumer Products Business
Read More
January 13, 2022
CNH Industrial: Well-Managed Post-Spinoff RemainCo at Discount
Read More
January 13, 2022
LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands
Read More
January 13, 2022
FICO: Pricing Power, Double-Digit Organic Growth, High Margins
Read More
January 13, 2022
Suveer Bhatia on Norton LifeLock, Thai Beverage Company
Read More
January 13, 2022
Vacasa: Leading U.S. Vacation Rental Property Management Company
Read More
January 13, 2022
Tredegar: Normalized Business Stronger Than It May Appear
Read More
January 13, 2022
FLEX: Sustainable Manufacturing, With NEXTracker IPO on Horizon
Read More
January 13, 2022
Seritage: Misunderstood REIT Undergoing Portfolio Transformation
Read More
January 12, 2022
SoftBank: Recent Controversies Create Attractive NAV Discount
Read More
« Older Posts
Newer Posts »
MOI Global
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.
Ok
