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
Wide Moat
June 11, 2021
Brinton Johns on Complexity Investing: Resilience and Optionality
Read More
May 28, 2021
François Rochon on the Investment Philosophy of Giverny Capital
Read More
May 20, 2021
Will Barnes and Will Oliver on Looking for Greatness Qualitatively
Read More
May 9, 2021
Octahedron Capital’s Investment Update on Alibaba
Read More
May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
Read More
March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
Read More
March 17, 2021
Chuck Akre on the Evolution of His Investment Philosophy
Read More
December 20, 2020
Why We Seek the Company of Long-Term Compounders
Read More
December 10, 2020
Bruce Greenwald on the Future of Value-Oriented Investing
Read More
September 10, 2020
Zalando Investment Thesis: The Fashion Platform of the Future
Read More
August 12, 2020
Peter Mantas on Opportunities in Tech, Industrials, and Healthcare
Read More
August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
Read More
July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
Read More
July 3, 2020
Masimo: Improving Patient Outcomes While Reducing System-Wide Costs
Read More
July 3, 2020
Twitter: Unique Internet Asset, With Improving Monetization
Read More
July 3, 2020
Take-Two Interactive: Premium IP, High ROIC, and Growing FCF
Read More
July 3, 2020
Orchid Island: Agency mREIT with Temporary Moat Due to Fed Action
Read More
July 3, 2020
Liberty Sirius XM: Exposure to Satellite Radio Leader at Discount
Read More
July 3, 2020
Interactive Brokers: Automated, Low-Cost, High-Margin Business
Read More
July 3, 2020
FANUC: True Economics Masked by Capacity and R&D Investments
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