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
Large Cap
October 13, 2018
Vonovia: Largest Listed Property Fund in Germany, with Earnings Levers
Read More
October 13, 2018
Josh Shores of Southeastern on Exor and Value Investing in Europe
Read More
October 13, 2018
Crest Nicholson: Debt-Free, Undervalued UK Homebuilder
Read More
October 12, 2018
LafargeHolcim: Construction Materials Leader Investing in Growth Capex
Read More
October 12, 2018
Covestro: High-Value Niche Player Misperceived as Commodity Business
Read More
October 12, 2018
Yara: Outlook Brightening for World’s Largest Fertilizer Producer
Read More
August 20, 2018
Facebook: Growth to Exceed Expectations for Years to Come
Read More
August 17, 2018
Tim McElvaine Sums Up His Investment Thesis on GE
Read More
July 19, 2018
Update on Community Banks and Wells Fargo
Read More
June 29, 2018
Cerner: Healthcare IT Leader to Grow in High Single-Digits in Coming Decade
Read More
June 29, 2018
China Mobile: World’s Largest Telecom Provider, with 1+ Billion Users
Read More
June 29, 2018
Monster Beverage: Energy Drinks Leader, Potential Coca-Cola Target
Read More
June 29, 2018
Credit Suisse: Earning Power Masked by Expensive Debt, Legacy Asset Costs
Read More
June 28, 2018
Procter & Gamble: Fewer Brands, Leaner Supply Chain, Lower Costs
Read More
June 28, 2018
Ferrovial: Moat Supported by Exceptional Toll Road in Canada
Read More
June 27, 2018
Allergan: Inelastic Demand, Growing Botox and Medical Aesthetics Franchises
Read More
June 27, 2018
Starbucks: International Growth Opportunity Remains Intact
Read More
June 27, 2018
The Walt Disney Company: Streaming Service to Widen Moat
Read More
June 27, 2018
Charter: Fears of Slowdown in Core Broadband Business Overblown
Read More
June 27, 2018
Case Studies: The Power of a Low-Cost Advantage
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
