REPLAY NOW: European Investing Summit 2022

The tenth-annual edition of this fully online conference was held from October 11-14. Discover great investment ideas across Europe.

Members enjoy complimentary and exclusive access.

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

Qiagen: Medical Diagnostics Leader With Long Growth Runway

Henrik Andersson of Didner & Gerge presented his investment thesis on Qiagen (Germany: QIA) at European Investing Summit 2022.

S&U: Well-Run, Family-Owned Specialist UK Lender at Deep Discount

Daniel Gladiš of Vltava Fund presented his in-depth investment thesis on S&U plc (UK: SUS) at European Investing Summit 2022.

AcadeMedia: Leading Education Company in Northern Europe

José Antonio Larraz of Equam Capital presented his thesis on AcadeMedia (Sweden: ACAD) at European Investing Summit 2022.

Mercedes-Benz: Global Leader in High-End Automotive Segment

Ole Søeberg of Nordic Investment Partners presented Mercedes-Benz Group (Germany: MBG) at European Investing Summit 2022.

Lloyds Banking Group: Dominant UK Lender With Improving Outlook

Stuart Mitchell of S. W. Mitchell Capital presented his thesis on Lloyds Banking Group (UK: LLOY) at European Investing Summit 2022.

Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank

Samuel Weber updated his investment theses on four ideas he had presented at previous editions of European Investing Summit.

Patrizia: Capital-Light, Owner-Operated Real Estate Asset Manager

Gokul Raj Ponnuraj of Bavaria Industries Group presented his thesis on Patrizia SE (Germany: PAT) at European Investing Summit 2022.

Pandora: Steadily Growing Jewelry Retailer With Global Footprint

Jean-Pascal Rolandez of The L.T. Funds presented his thesis on Pandora (Denmark: PNDORA) at European Investing Summit 2022.

Rheinmetall, Verallia: Enduring, Strong Businesses at Attractive Valuations

Sebastien Lemonnier of INOCAP presented his investment theses on Rheinmetall (Germany: RHM) and Verallia (France: VRLA).

Econocom: Owner-Led Turnaround With Shrinking Share Count

Louis d’Arvieu of Amiral Gestion presented his thesis on Econocom (Belgium: ECONB) at European Investing Summit 2022.

Merlin Properties: Iberian REIT Leader With Attractive Portfolio

Alirio Sendrea of Invexcel presented his investment thesis on Merlin Properties (Spain: MRL) at European Investing Summit 2022.

Stabilus: Competitively Advantaged Supplier to the Automotive Industry

Santiago Domingo Cebrian of Magallanes Value Investors presented Stabilus (Germany: STM) at European Investing Summit 2022.

EdiliziAcrobatica: Clear Competitive Advantage, Low Capital Requirements

Massimo Fuggetta of Bayes Investments presented his thesis on EdiliziAcrobatica (Italy: EDAC) at European Investing Summit 2022.

Attractively Valued IT Services Firms: Datagroup, Marlowe, Volati

Alejandro Estebaranz of True Value presented his theses on Datagroup (Germany D6H), Marlowe (UK: MRL), and Volati (Sweden: VOLO).

Universal Music Group: World’s Largest Owner of Music Rights

Pieter Hundersmarck of Flagship Asset Management presented Universal Music Group at European Investing Summit 2022.

Latticework 2021

In December, the MOI Global community — along with a group of leading investors and CEOs — explored investing on the right side of change.

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.

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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.

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Wide-Moat Investing Summit 2022

Discover Great Instructors and Great Ideas

Latticework 2022

In December 2022, members will come together at the Yale Club of New York City for the sixth-annual Latticework. The summit 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, Michael Mauboussin, Mohnish Pabrai, Tom Russo, Murray Stahl, Will Thorndike, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

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.

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).

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October 25, 2022 in Twitter

Replay:
Latticework 2021

On December 15-16, the MOI Global community — along with a group of leading investment managers and CEOs — explored intelligent investing on the right side of change.

Members enjoy complimentary and exclusive access.

MOI Global

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