Replay: Best Ideas Omaha 2022

Nearly one hundred MOI Global members and twelve great speakers gathered in Omaha on April 29 to discuss intelligent investing and explore actionable ideas.

Members enjoy complimentary and exclusive access.

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

Best Ideas Omaha 2022: Christian Billinger on Davide Campari Milano

Christian Billinger of Billinger Förvaltning shared his thesis on Davide Campari-Milano (Italy: CPR) at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Tom Russo on Global Investing and Heineken

Thomas A. Russo of Gardner Russo & Quinn shared his thesis on Heineken (Netherlands: HEIA) at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Bob Robotti on Olin Corporation

Bob Robotti of Robotti & Company shared his thesis on Olin (US: OLN) and the “Revenge of the Old Economy” at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Chris Bloomstran on HF Sinclair

Chris Bloomstran of Semper Augustus shared his investment thesis on HF Sinclair (US: DINO) at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Brad Hathaway on DSGR (formerly LAWS)

Brad Hathaway of Far View Capital Management shared his thesis on Distribution Solutions Group (US: DSGR) at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Keith Smith on The E. W. Scripps Company

Keith Smith of Bonhoeffer Fund shared his investment thesis on The E. W. Scripps Company (US: SSP) at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Patrick Brennan on Permanent TSB Group

Patrick Brennan of Brennan Asset Management shared his thesis on Permanent TSB (Ireland: IL0A) at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Edward Chang on The Joint Corp.

Edward Chang of Pledge Capital shared his investment thesis on The Joint Corp. (US: JYNT) at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Steve Gorelik on Realogy Holdings

Steven Gorelik of Firebird Management shared his investment thesis on Realogy Holdings (US: RLGY) at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Shree Viswanathan on Dino Polska

Shreekkanth Viswanathan of SVN Capital shared his investment thesis on Dino Polska (Poland: DNP) at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Todd Wenning on Masimo

Todd Wenning of Ensemble Capital Management shared his thesis on Masimo Corporation (US: MASI) at Best Ideas Omaha 2022.

Best Ideas Omaha 2022: Luis V. Sanchez on Endor

Luis V. Sanchez of LVS Advisory shared his investment thesis on Endor AG (Germany: E2N) at Best Ideas Omaha 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.

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Member-Only Podcasts

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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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European Investing Summit 2021

Discover Great Instructors and Great Ideas

The Zurich Project 2022

In June 2022, 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.

The Frankfurt Conversation 2022

In November 2022, 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.

Latticework 2022

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

Replay selected past sessions.

Ideaweek 2023

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

In early February 2023, 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.

Bryan Lawrence on the Two Challenges Facing a Fund Manager

December 14, 2021 in Diary, Equities, Featured, Full Video, Interviews, Invest Intelligently Podcast, Latticework, Latticework Online, Member Podcasts, Transcripts

Bryan R. Lawrence, Founder of Oakcliff Capital, joined members for a fireside chat at Latticework on December 15, 2021. Bryan addressed the topic, “The Two Challenges Facing a Stock Picker: How to Generate Great Returns, and How to Deliver Them to Clients”.

This conversation is available as an episode of Invest Intelligently, a member podcast of MOI Global. (Learn how to access member podcasts.)

The full session is available exclusively to members of MOI Global.

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About the speaker:

Bryan R. Lawrence is the founder of Oakcliff Capital, an investment partnership which invests in publicly-traded securities. Bryan is a member of Yorktown Partners LLC, a private equity firm which invests in energy businesses, and he serves on the boards of several Yorktown portfolio companies. He is a co-founder and trustee of Public Prep, which develops and manages charter schools in New York City. His analyses of US government finances have been published by The Washington Post.

Highlighted Tweet by SoumilZaveri

April 30, 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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