REPLAY: Wide-Moat Investing Summit 2025

Discover great ideas at the 13th-annual edition of this online conference, hosted by MOI Global.

Members enjoy complimentary and exclusive access.

Enjoy the wisdom, insights, and ideas of selected thought leaders:

Ardal Loh-Gronager on His Book, The Perceptive Investor

We had the pleasure of speaking with Ardal Loh-Gronager, founder and managing partner at Loh-Gronager Partners, based in London.

Gwen Hofmeyr on Methods to Verify a Company’s Market Share

Gwen Hofmeyr of Maiden Financial shared her research into competitive positioning in a talk on testing a company’s market share.

Nishant Gupta on the Nuances of Investing Across Geographies

We had the pleasure of speaking with Nishant Gupta, founder and CIO of Kanou Capital, a London-based long/short energy transition fund.

Interest Rate Paradigm Shift: Eastern Europe Poised for Revaluation

In thirty years of investing, we saw the best opportunities emerge when long-held assumptions began to crack. Markets can be slow to adjust…

Polaris Renewable Energy: Attractive FCF Yield with Upside Optionality

Shawn Kravetz of Esplanade Capital presented his thesis on Polaris Renewable Energy (Canada: PIF) at Wide-Moat Investing Summit 2025.

Clearwater Analytics: Wide Moat in Investment Operations SaaS

Charles Hoeveler of Norwood Capital Partners presented his thesis on Clearwater Analytics (US: CWAN) at Wide-Moat Investing Summit 2025.

Latticework 2023

In December, MOI Global members — along with a group of leading investors and CEOs — explored intelligent investing in a changing world.

Replay the Sessions

Member-Only Podcasts

We are delighted to launch member-only podcasts, enabling you to listen to exclusive MOI Global audio content in your favorite podcast player.

Access the Podcasts

MOI Global en Español

We are proud to have built an active and engaged Spanish-speaking community of intelligent investors in Spain, Mexico, and beyond.

Visit MOI Global en Español

European Investing Summit 2024

Discover Great Instructors and Great Ideas

The Zurich Project 2025

From June 3-5, a select group of fund managers and founders will come together for the seventh edition of this invitation-only forum in beautiful Switzerland. Investors building firms for the long term share experiences, best practices, and ideas in an intimate private setting, far from the demands of day-to-day business.

The Zurich Project has received acclaim for its unique culture of respect, camaraderie, and honesty.

See a few impressions.

Latticework New York 2025

In October 2025 members will meet at the Yale Club of NYC for the ninth Latticework. The summit has been lauded as a uniquely impactful forum of great minds from the MOI Global community.

Speakers have included Charles de Vaulx, Tom Gayner, Peter Keefe, Bryan Lawrence, Howard Marks, Michael Mauboussin, Mohnish Pabrai, Tom Russo, Guy Spier, Murray Stahl, Will Thorndike, Christopher Tsai, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

Ideaweek St. Moritz 2026

Ideaweek brings together inquisitive minds to explore ideas of consequence in investing, business, and life.

From January 26-29, invited members of the MOI Global community will meet in St. Moritz, Switzerland for a week of skiing, discussion, and friendship. The fifth-annual Ideaweek is a showcase of ideas, a platform for great conversations, and an opportunity to catalyze relationships with like-minded individuals.

Read impressions from a past edition.

Best Ideas Omaha 2026

On May 1, MOI Global members will enjoy a unique opportunity to meet and share ideas during the Berkshire Hathaway weekend.

We look forward to a terrific group of speakers. Past instructors have included Christian Billinger of Billinger Förvaltning, Scott Miller of Greenhaven Road Capital, Bob Robotti of Robotti & Company, Tom Russo of Gardner Russo & Quinn, Dave Sather of Sather Financial Group, Jeffrey Stacey of Stacy Muirhead Capital Management, Will Thomson of Massif Capital, Christopher Tsai of Tsai Capital Corporation, and Elliot Turner of RGA Investment Advisors.

Learn more.

The Frankfurt Conversation 2026

In late 2026, invited members of MOI Global will meet in Frankfurt, Germany, for a day of wisdom and idea sharing.

The Frankfurt Conversation will address selected topics related to intelligent investing in Europe and beyond.

In the past, invited members engaged with European superinvestors Daniel Gladiš, Dr. Hendrik Leber, Guy Spier, and others.

Replay selected past sessions.

Sean Stannard-Stockton on Intelligent Investing, Competitive Advantage, and Building a Firm

October 1, 2017 in Equities, Featured, Interviews, The Manual of Ideas, Transcripts, Wide Moat

Shai Dardashti, managing director of MOI Global, recently conducted an exclusive interview with Sean Stannard-Stockton, president and Chief Investment Officer of Ensemble Capital, based in Burlingame, California. The firm, which dates back to 1997, manages the Ensemble Fund (ENSBX) as well as separate accounts.

The following transcript has been edited for space and clarity.

MOI Global: It’s a pleasure to introduce Sean to the MOI Global community. Before joining Ensemble Capital, Sean was a member of a private client advisor team working with high net-worth individuals at Scudder. He holds a BA in Economics from the University of California, Davis, the CFA designation, and is a Chartered Advisor in Philanthropy.

Please share with us further detail on your journey to become Chief Investment Officer of Ensemble Capital.

Sean Stannard-Stockton: I was the kind of kid who wanted to pick stocks when I was 14 and read all sorts of books on the subject. I started off with terrible books that told you how to get rich quick and finally, over time, settled on books written by a lot of great investors.

I went to Scudder Investments at the end of the dot-com boom, right out of college – first the mutual fund group and then the private client group. In 2002, I joined Curtis Brown and Company, which was a one-person sole proprietorship run by my good friend and business partner Curt Brown. In 2004, Curt and I formed Ensemble Capital Management and built a firm that now manages over $600 million of assets – including private clients, many charitable institutions, and a publicly traded mutual fund.

MOI: Who have been your professional inspirations?

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Replay:
Latticework 2023

On December 12, MOI Global members gathered at the Yale Club of New York City to explore intelligent investing in a changing world.

Members enjoy complimentary and exclusive access.

MOI Global

The research-driven membership organization of intelligent investors worldwide

MOI Global