Roshan Padamadan of Luminance Capital presented his thesis on Fosun (HK: 0656 / OTC: FOSUY) at Asian Investing Summit 2025.
Vinod Moras of Kiara Advisors presented his investment thesis on Narayana Hrudayalaya (India: NARH) at Asian Investing Summit 2025.
Amey Kulkarni of Candor Investing presented his thesis on Suryoday Small Finance Bank (India: SURYODAY) at Asian Investing Summit 2025.
Rajeev Agrawal of DoorDarshi Advisors presented his thesis on Repco Home Finance (India: REPCOHOME) at Asian Investing Summit 2025.
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 are pleased to share an interview with Saahill Desai of DS Advisors, a family office characterized by a patient, value-oriented approach.
We had the pleasure of speaking with Gary Lewis Evans, an American banking executive who co-founded Bank of Internet USA in 1999.
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.
Fellow member Bill Brewster hosted an MOI Global member call on February 27, 2025. Bill is a private investor and host of The Business Brew.
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.
