LIVE on October 6-7: European Investing Summit 2020

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

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Replay European Investing Summit 2019.

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:

Episode 9: Generalist Investing | Stock Compensation | Golden Age of Fraud

Enjoy S1E9 of This Week in Intelligent Investing, featuring Elliot Turner, Chris Bloomstran, and Phil Ordway, hosted by John Mihaljevic.

Co-Founder Jim Sinegal on the Costco Story and Business Model

We are pleased to share the following conversation with Jim Sinegal, co-founder and former CEO of Costco Wholesale Corporation.

John Malone on His Business and Capital Allocation Philosophy

We are pleased to share the following lecture and Q&A with John Malone of Liberty Media. The conversation took place in 2012.

Episode 8: Blind Valuation | Sports Betting | The Imperative of No

Enjoy S1E8 of This Week in Intelligent Investing, featuring Elliot Turner, Chris Bloomstran, and Phil Ordway, hosted by John Mihaljevic.

Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe

We are pleased to share the following conversation between Stripe co-founder Patrick Collison and LinkedIn co-founder Reid Hoffman.

Zalando Investment Thesis: The Fashion Platform of the Future

We have followed the company since before it listed in 2011 and have met with management as well as the two founding investors.

Episode 7: Starbucks | Today vs. 1999 | Blind Valuation Exercise

We are out with Episode 7 of This Week in Intelligent Investing, featuring Elliot Turner, Chris Bloomstran, and Phil Ordway.

The Tesla Effect: A Research Report of Tsai Capital Corporation

Christopher Tsai argues that Tesla is a misunderstood, quality compounder with significant and underappreciated advantages.

Barry Diller in Conversation with David Rubenstein

We are pleased to share a conversation between Barry Diller and David Rubenstein about Barry’s path and lessons learned in business.

Wide-Moat Investing Summit 2020

Discover Great Instructors and Great Ideas

Ideaweek 2021

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

In February 2021, 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 2020 edition.

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.

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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