REPLAY NOW: European Investing Summit 2020

This 8th annual online conference brought together great minds from the MOI Global community of intelligent investors.

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The Manual of Ideas

MOI Global’s flagship member publication features exclusive content, including thought leader interviews and in-depth idea theses.

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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.

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Wide-Moat Investing Summit 2020

This 8th annual investment conference, held on July 2-3, brought together great minds from the MOI Global network of intelligent investors.

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

Ep. 13: Corp. Tax Code | Sports and Investing | AT&T Breakup Lessons

Enjoy S1E13 of This Week in Intelligent Investing, featuring Chris Bloomstran, Phil Ordway, and Elliot Turner, hosted by John Mihaljevic.

Mynaric: Strategically Important Leader in Laser Communications

Thomas Karlovits of Blackwall Capital presented his thesis on Mynaric (Germany: M0Y) at European Investing Summit 2020.

Twenty Years After the Original Tech Bubble: Techno Party 2

The market has a range of artificially inflated stocks whose prices must fall 80% before we can have a sensible discussion…

Ep. 12: The MVP Machine and Growth vs. Value | The Snowflake IPO

Enjoy S1E12 of This Week in Intelligent Investing, featuring Phil Ordway and Elliot Turner, hosted by John Mihaljevic.

BT Group: Strong Cash Flow, Fibre Spinoff Catalyst on Horizon

Roshan Padamadan of Luminance Capital presented a thesis on BT Group (UK: BT.A) at European Investing Summit 2020.

STEF: Dominant Logistics Provider in Highly Fragmented Market

Jeremie Couix of HC Capital Advisors presented his investment thesis on STEF (France: STF) at European Investing Summit 2020.

ITV: Lowly Valued, Liberty-Associated TV Producer and Broadcaster

Dominic Fisher of Thistledown Investment Management presented his thesis on ITV (UK: ITV) at European Investing Summit 2020.

Sesa: IT Reseller and Systems Integrator at Double-Digit FCF Yield

Paolo Cipriani, based in Italy, presented his in-depth investment thesis on Sesa (Italy: SES) at European Investing Summit 2020.

Zalando: Enduring Competitive Moat of Size and Network Effects

Pieter Hundersmarck of Flagship Asset Management presented Zalando (Germany: ZAL) at European Investing Summit 2020.

European Investing Summit 2020

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The Zurich Project 2021

In June 2021, a select group of fund managers and founders will come together for the fifth 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 2021

In the fall of 2021, members will meet at the Yale Club for the fifth annual Latticework. The summit explores the topic of mental models in a changing world. It has been lauded as a uniquely impactful forum of the best minds from the MOI Global community.

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

Replay selected past sessions.

The Frankfurt Conversation 2021

In November 2021, 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 Gladis, Dr. Hendrik Leber, Guy Spier, and others.

Replay selected past sessions.

Ideaweek 2022

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

In February 2022, 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 the last edition.

Berkshire Hathaway Annual Meeting 2020

May 3, 2020 in Audio, Commentary, Curated, Equities, Featured, Jockey Stocks, North America, Transcripts

Warren Buffett addressed shareholders remotely from Omaha during the Berkshire Hathaway Annual Meeting on May 2, 2020.

Greg Abel, Chairman and CEO of Berkshire Hathaway Energy, and Vice Chairman of Non-Insurance Operations of Berkshire Hathaway, joined Buffett for the extended Q&A session.

Watch the full meeting (starts at one hour into the Yahoo Finance video):

Watch the Q&A session only (starts at three hours and six minutes into the video):

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