What better way to gain insights into investing in companies with competitive advantage than by surveying the global community that is MOI Global? It is always a privilege for us to be able to draw on the wisdom of our members, and we are pleased to bring you the following exclusive insights.
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Tags:
accounting issues,
asset-light,
business models,
capex,
capital allocation,
chance,
circle of competence,
competitive advantage,
disruption,
education,
emerging markets,
for-profit education,
infrastructure,
Margin of safety,
market cycles,
mistakes,
moats,
qualitative factors,
retail,
returns on capital,
ROIC,
satellites,
shipping,
software,
telecom People:
Brian Mccann,
Dave Sather,
Eric Kao,
Jon Bartel,
Jonathan Costello,
Martin Conder,
Michael Mckee,
Mohammed Al Alwan,
Nelson Chan,
R. J. Meurer,
Robert Deaton,
Robert Leitz,
Sanjay JainCompanies:
ADP,
AES Corporation,
American Express,
Avid Technologies,
Boston Beer Company,
Coca-Cola,
Deere,
Discover Financial,
eBay,
Echo Logistics,
Facebook,
GoPro,
LinkedIn,
MasterCard,
Microsoft,
Radiant Logistics,
Visa,
XPO Logistics
About The Author: MOI Global Editorial Team
The MOI Global Editorial Team, led by John Mihaljevic, CFA, includes community builders, event organizers, writers, editors, research associates, security analysts, and fanatical member support advocates. Our sole purpose is to serve the members of MOI Global as well as we possibly can in order to help them learn, invest intelligently, and build lifelong friendships with like-minded people.
Who is MOI Global? In recent years, The Manual of Ideas has expanded to become more than simply “the very best investing newsletter on the planet” (Mohnish Pabrai). We are now a thriving global community of intelligent investors, connected through great ideas, thought-provoking interviews, online conferences, live member events, and much more.
Members of MOI Global enjoy complimentary access to a growing array of resources and content related to the art of intelligent investing. Members also enjoy preferential access to selected offline events as well as exclusive access to other events hosted by MOI Global, including the Zurich Project Summit, the Latticework Conference, and Ideaweek.
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