Replay Now Available: Best Ideas 2021

This 9th annual online conference brought together great minds from the MOI Global community of intelligent investors.

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.

Replay the Sessions

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

Author Interview: Björn Fahlen on “Investing With Intelligence”

This InvestingByTheBooks interview is made available to MOI Global members with the permission of Henrik Andersson, Didner & Gerge.

Ep. 31: Lottery Tickets and Position Sizing | Earnings Season Process

Enjoy S1E31 of This Week in Intelligent Investing, featuring authentic discussion among Elliot Turner, Phil Ordway, and John Mihaljevic.

Marc Rubinstein on Investing in Citigroup at Key Moments in History

We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.

Oakcliff Capital: Reflections After Sixteen Years

We have a simple plan going forward: Keep doing what we do. Having turned $1 into $14 over 16 years, we would like to turn $14 into $100.

Ep. 30: David Barr on Finding Value in Fast-Growing Businesses

Enjoy S1E30 of This Week in Intelligent Investing, featuring authentic discussion among Phil Ordway, Elliot Turner, and John Mihaljevic.

Marc Rubinstein on the Challenges Facing Facebook’s Diem

We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.

Andrew Wilkinson on Tiny Capital, the Berkshire Hathaway of the Internet

We had the pleasure of speaking with Andrew Wilkinson, co-founder of Tiny Capital and director of WeCommerce Holdings (Canada: WE).

Ep. 29: Myopic Loss Aversion | Psychology of Misjudgment 3.0

Enjoy S1E29 of This Week in Intelligent Investing, featuring authentic discussion among Phil Ordway, Elliot Turner, and John Mihaljevic.

Marc Rubinstein on Financial Regulation and the Policy Triangle

We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.

European Investing Summit 2020

Discover Great Instructors and Great Ideas

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.

Guy Spier Shares Two Ideas: CARE Ratings, Seritage Growth Properties

January 26, 2021 in Audio, Best Ideas 2021, Best Ideas 2021 Featured, Diary, Equities, Featured, Ideas, North America, Real Estate, Small Cap

Guy Spier of Aquamarine Capital Management joined fellow MOI Global members for a talk and Q&A session at Best Ideas 2021.

Guy presented two specific ideas: CARE Ratings (India: CARERATING) and Seritage Growth Properties (US: SRG).

Replay this LIVE session (streamed on January 18):

audio recording

No slide presentation accompanies this session.

About the instructor:

Guy Spier is a Zurich-based investor and the author of The Education of a Value Investor. In June 2007 he made headlines by bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett.

Since 1997 he has managed Aquamarine Fund, an investment partnership inspired by, and styled after the original 1950’s Buffett partnerships. Prior to starting Aquamarine Fund, Guy worked as an investment banker in New York, and as a management consultant in London and Paris.

Guy completed his MBA at the Harvard Business School, class of 1993, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University. Upon graduating, he was co-awarded the George Webb Medley prize for the best performance in that year in Economics. While at Oxford he was a contemporary of David Cameron at Brasenose and attended economics tutorials with him.

Guy is the CEO of the Spier family office. He also serves on the advisory board of Horasis, and is a co-host of TEDxZurich. Spier is a member of YPO, EO, Zurich Minds and the Latticework Club. Aquamarine has offices in New York, London and Zurich where Guy currently resides with his wife Lory and their three children, Eva, Isaac and Sarah.

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