REPLAY Asian Investing Summit 2023

Discover ideas at the tenth-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:

Techno Medica: Undervalued, Cash-Rich Company With Clear Catalyst

Jiro Yasu and Patrick Rial of Varecs Partners presented their thesis on Techno Medica (Japan: 6678) at Asian Investing Summit 2023.

Japanese Small Value: Opportunity Set, Constraints, Valuations

Nick Schmitz of Verdad Advisers presented his research findings into Japanese small value equities at Asian Investing Summit 2023.

Quantitative Value with Momentum: Strategy, Algorithm, Holdings

Gaurang Merani of Global Investing Insight discussed “Quantitative Value with Momentum” at Asian Investing Summit 2023.

CCLP: Leading Coffee Processor with Improving Business Quality

Mehul Bhatt of OysterRock Capital presented his investment thesis on CCL Products (India: CCLP) at Asian Investing Summit 2022.

Inox Wind: Undervalued Wind Energy Player on Cusp of Turnaround

Amey Kulkarni of Candor Investing presented his investment thesis on Inox Wind (India: INXW) at Asian Investing Summit 2023.

Boeing: Compelling Investment in Light of Volatile US-China Relations

Max Hu of ZZ Capital presented his thesis on Boeing (US: BA) at Asian Investing Summit 2023. Max also discussed his macro outlook.

Latticework 2022

In December, the MOI Global community — along with a group of leading investors and CEOs — explored investing amid inflationary pressures.

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

Wide-Moat Investing Summit 2022

Discover Great Instructors and Great Ideas

The Zurich Project 2023

In June 2023, a select group of fund managers and founders will come together for the sixth 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.

The Frankfurt Conversation 2023

In November 2023, 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.

Latticework 2023

In late 2023, members will come together at the Yale Club of NYC for the seventh-annual Latticework. The summit has been lauded as a uniquely impactful forum of great minds from the MOI community.

Speakers have included Charles de Vaulx, Tom Gayner, Howard Marks, Michael Mauboussin, Mohnish Pabrai, Tom Russo, Murray Stahl, Will Thorndike, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

Ideaweek 2024

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

In early February 2024, invited members of the MOI Global community will meet in St. Moritz, Switzerland for a week of skiing, discussion, and friendship. The fourth 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.

Baruch Lev on His Book, The End of Accounting and the Path Forward…

July 20, 2022 in Audio, Explore Great Books Podcast, Featured, Full Video, Interviews, Meet-the-Author Forum, Meet-the-Author Forum 2022, Meet-the-Author Forum 2022 Featured, Member Podcasts, Skills

Baruch Lev discussed his book, The End of Accounting and the Path Forward for Investors and Managers, at MOI Global’s Meet-the-Author Forum 2022.

This event brings together members and a select group of book authors in the pursuit of worldly wisdom. We are delighted to have an opportunity to inspire your reading.

Research director Alex Gilchrist hosts MOI Global’s Meet-the-Author Forum 2022.

Enjoy the conversation:

audio recording author page

Delve deeper: Watch Shai Dardashti’s conversation with Baruch Lev.

About the author:

Baruch Lev is the Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business. In his current position, Professor Lev teaches courses in accounting, financial analysis and investor relations. Professor Lev has been with NYU over 20 years. Before joining NYU, Professor Lev held academic positions at the University of Chicago, the Hebrew University of Jerusalem, Tel Aviv University, where he was dean of the business school, and University of California at Berkeley (jointly appointed by the business and law schools).

Highlighted Tweet by JMihaljevic

February 9, 2023 in Twitter

Replay:
Latticework 2022

On December 13, MOI Global members gathered at the Yale Club of New York City to explore intelligent investing in the context of a challenging market environment.

Members enjoy complimentary and exclusive access.

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