REPLAY:
European Investing Summit 2024

Discover great ideas at the 13th-annual edition of this online conference, hosted by MOI Global.

Members enjoy complimentary and exclusive access.

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

Simon Kold Discusses His Book, On the Hunt for Great Companies

We had the pleasure of speaking with Simon Kold, founder of Kold Investments and author of the book, On the Hunt for Great Companies.

HBS Professor Lauren H. Cohen on Family Office Wealth Management

We had the pleasure of speaking with Professor Lauren H. Cohen on the topic of “building a legacy” — family office wealth management.

Fund Manager James Emanuel Discusses His Book, Fabric of Success

We spoke with investor James Emanuel, author of Fabric Of Success: The Golden Threads Running Through The Tapestry Of Every Great Business.

UBS CIO Mark Haefele Discusses His Book, The New Rules of Investing

We had the pleasure of speaking with Mark Haefele, author of The New Rules of Investing: Essential Wealth Strategies for Turbulent Times.

Lifco: Sweden-Based, Family-Owned Acquirer with Good Capital Allocation

Pieter Hundersmarck of Castra presented his investment thesis on Lifco (Sweden: LIFCO-B) at European Investing Summit 2024.

VZ Holding: Owner-Operated, Steady Compounder in Financial Services

Markus Matuszek of M17 Capital Management presented his thesis on VZ Holding (Switzerland: VZN) at European Investing Summit 2024.

Latticework 2023

In December, MOI Global members — along with a group of leading investors and CEOs — explored intelligent investing in a changing world.

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.

Access the Podcasts

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.

Visit MOI Global en Español

Best Ideas 2024

Discover Great Instructors and Great Ideas

Ideaweek St. Moritz 2025

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

From January 27-30, invited members of the MOI Global community will meet in St. Moritz, Switzerland for a week of skiing, discussion, and friendship. The fifth-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.

Best Ideas Omaha 2025

On May 2, MOI Global members will enjoy a unique opportunity to meet and share ideas during the Berkshire Hathaway weekend.

We look forward to a terrific group of speakers. Past instructors have included Christian Billinger of Billinger Förvaltning, Scott Miller of Greenhaven Road Capital, Bob Robotti of Robotti & Company, Tom Russo of Gardner Russo & Quinn, Dave Sather of Sather Financial Group, Jeffrey Stacey of Stacy Muirhead Capital Management, Will Thomson of Massif Capital, Christopher Tsai of Tsai Capital Corporation, and Elliot Turner of RGA Investment Advisors.

Learn more.

The Zurich Project 2025

From June 3-5, a select group of fund managers and founders will come together for the seventh 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 2025

In 2025 members will meet at the Yale Club of NYC for the ninth Latticework. The summit has been lauded as a uniquely impactful forum of great minds from the MOI Global community.

Speakers have included Charles de Vaulx, Tom Gayner, Peter Keefe, Bryan Lawrence, Howard Marks, Michael Mauboussin, Mohnish Pabrai, Tom Russo, Guy Spier, Murray Stahl, Will Thorndike, Christopher Tsai, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

The Frankfurt Conversation 2025

In late 2025, 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.

François Rochon on the Investment Philosophy of Giverny Capital

May 28, 2021 in Audio, Case Studies, Equities, Featured, GARP, Interviews, Invest Intelligently Podcast, Jockey Stocks, Member Podcasts, North America, Portfolio Management, Transcripts, Wide Moat, Wide-Moat Investing Summit 2021, Wide-Moat Investing Summit 2021 Featured

We had the pleasure of speaking with quality-focused superinvestor François Rochon, president and portfolio manager of Giverny Capital, based in Montreal.

Over nearly three decades of following the same investment strategy, François has delivered outperformance of roughly 6% per annum as compared to the relevant benchmark.

In the wide-ranging conversation with John, François discusses:

  • the core tenets of his investment philosophy;
  • quantitative vs. qualitative factors in the research process;
  • portfolio construction and risk management;
  • Giverny’s selling discipline;
  • AMETEK vs. Stericycle, and the Philip Carret rule;
  • the Carmax case study;
  • developing rationality, humility, and patience; and
  • building a great team at Giverny Capital.

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Replay:
Latticework 2023

On December 12, MOI Global members gathered at the Yale Club of New York City to explore intelligent investing in a changing world.

Members enjoy complimentary and exclusive access.

MOI Global

The research-driven membership organization of intelligent investors worldwide

MOI Global