MOI Global | The Membership Community of Intelligent Investors
About
Overview
Member Calendar
Member Feedback
Membership Tour
Events
Thought-provoking events for intelligent investors
Online Events
Best Ideas Conference
Asian Investing Summit
European Investing Summit
Wide-Moat Investing Summit
Meet-the-Author Summer Forum
Offline Events
Ideaweek St. Moritz
Latticework London
Latticework New York
The Frankfurt Conversation
The Zurich Project
Insights
Wisdom-packed content
Publications
All-Time Favorites
Featured Content
The Manual of Ideas
MOI Global en Español
Curated Content
Investment Ideas
Letter Excerpts
Thought Leader Series
Podcasts
Ideaweek Podcast
Latticework Podcast
Zurich Project Podcast
Account
Login
Recover
Waiting List
Best Ideas 2019 Featured
January 16, 2019
Burford Capital: Leader in Nascent Litigation Financing Asset Class
Read More
January 16, 2019
Viper Energy: Royalty Company Growing via CF-Accretive Deals
Read More
January 16, 2019
ITE: Founder-Led Exhibitions Organizer at High-Teens FCF Yield
Read More
January 16, 2019
PayPal and Roku: Improving Unit Economics in Large Markets
Read More
January 16, 2019
Long-Term Value Investing and Current Market Opportunities
Read More
January 15, 2019
Case Studies of Companies That Do Capital Allocation Right
Read More
January 12, 2019
Thor Industries: Dominant Global RV Player at Discount to Tangible Book
Read More
January 12, 2019
Shanghai Int’l Airport: Munger’s Way of Investing in China’s Growth
Read More
January 12, 2019
Brown-Forman: Entrenched Business, Driven by Jack Daniel’s Brand
Read More
January 12, 2019
Tidewater: Leading Owner and Operator of Offshore Supply Vessels
Read More
January 12, 2019
Enzo Biochem: Debt-Free Company with Strategic/Litigation Optionality
Read More
January 12, 2019
Semler: Medical Diagnostics Testing Firm with Growth Trajectory
Read More
January 12, 2019
Arcadis: Engineering Design Services Firm with Margin Expansion Potential
Read More
January 12, 2019
Despegar: Top Online Travel Agent in Latin America at Bargain Price
Read More
January 12, 2019
Tidewater Midstream: Opportunistic Company Run by Incentivized CEO
Read More
January 12, 2019
Short Credit ETFs: Expectations Unrealistic, Asset-Liability Mismatch
Read More
January 12, 2019
AB InBev: Headwinds Offset by Structural Advantages
Read More
January 12, 2019
Paratek Pharma Convert: Well-Covered by Asset Value, with Upside
Read More
January 12, 2019
Cummins: Diesel Engine Maker with Shareholder-Friendly Management
Read More
January 12, 2019
Appian: Well-Positioned Platform for Building Enterprise Software
Read More
« Older Posts
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
