Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on MAS Financial (India: MASFIN) at Asian Investing Summit 2025.
Nandan Madhiwalla of Punctilious One presented his thesis on Mahindra Holidays and Resorts (India: MHRIL) at Asian Investing Summit 2025.
Michael Fritzell of Asian Century Stocks presented his investment thesis on Major Cineplex (Thailand: MAJOR) at Asian Investing Summit 2025.
Rahul Saraogi of Atyant Capital Advisors presented his investment thesis on Jupiter Wagons Limited (India: JWL) at Asian Investing Summit 2025.
Naveen Chandramohan of Itus Capital presented his investment thesis on Piramal Pharma (India: PPLPHARMA) at Asian Investing Summit 2025.
We take you on a journey through capital cycle theory, as masterfully articulated by Edward Chancellor and Marathon Asset Management.
We continue our Intelligent Investing 100 series with a program on the investment philosophy of legendary investor Stanley Druckenmiller.
We are pleased to share an interview with Saahill Desai of DS Advisors, a family office characterized by a patient, value-oriented approach.
The hyperscalers, by ramping up AI-related capital spending to unprecedented levels, have set themselves on a path of high capital intensity.
Gwen Hofmeyr of Folly Partners presented her investment thesis on Palfinger (Austria: PAL) for the benefit of MOI Global members.
We had the pleasure of speaking with Erling Sorensen, founder and portfolio manager of Aligned Capital Partnership, based in Melbourne.
We spoke with W.D. Daniel Vasquez about his path in investing, how he invests at W.D.Vasquez & Co. and how he allocates institutional capital.
We spoke with Verdad fund manager Dan Rasmussen about his book, The Humble Investor: How to Find a Winning Edge in a Surprising World.
Charles Hoeveler of Norwood Capital Partners presented his investment thesis on Flywire Corp (US: FLYW) at Best Ideas 2025.
Patrick Brennan of Brennan Asset Management presented his thesis on Compass Diversified Holdings (US: CODI) at Best Ideas 2025.
Francisco Carrillo of Mexico Value Partners presented his investment thesis on Walmart de Mexico (Mexico: WALMEX) at Best Ideas 2025.
In a keynote Q&A at Best Ideas 2025, Mohnish Pabrai discussed his latest thoughts on value-oriented investing around the world.
Bob Robotti of Robotti & Company Advisors discussed his investment thesis on Five Point Holdings (US: FPH) at Best Ideas 2025.
Javier Echevarria of Invexcel Patrimonio presented his investment thesis on Tecnicas Reunidas (Spain: TRE) at Best Ideas 2025.
Rimmy Malhotra of Nicoya Capital presented his investment thesis on Destination XL Group (US: DXLG) at Best Ideas 2025.
