REPLAY:
Best Ideas 2024

Discover ideas at the twelfth-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:

Corporate Activity as a Driver of Equity Value Creation

Examples of corporate activity include M&A, returns of capital to shareholders, spin-offs, sales of assets or complete divisions, etc.

Three NCAV Bargains in Japan: Kikukawa Enterprise, Charle, Sanko

Juan Matienzo of Mercor Investment Group presented Kikukawa (Japan: 6346), Charle Co. (Japan: 9885), and Sanko Co. (Japan: 6964).

Talen: Power Producer With Strong FCF and Crown-Jewel Nuclear Asset

Alex Gates of Clayton Partners presented his in-depth investment thesis on Talen Energy (US: TLNE) at Best Ideas 2024.

Dino Polska: Owner-Operated Compounder With Long Runway

Christopher Karlin of Aquitania Capital Management presented his investment thesis on Dino Polska (Poland: DNP) at Best Ideas 2024.

Liverpool: Dynamic Player in Mexican Retail, With Major Logistics Asset

Francisco Carrillo of Mexico Value Partners presented his thesis on El Puerto de Liverpool (Mexico: LIVEPOLC) at Best Ideas 2024.

Conx: Charlie Ergen SPAC in Talks to Acquire DISH-Owned Boost Wireless

Nitin Sacheti of Papyrus Capital presented his investment thesis on Conx Corp. (US: CONX, CONXW) at Best Ideas 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

European Investing Summit 2023

Discover Great Instructors and Great Ideas

The Zurich Project 2024

From June 4-6, 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 2024

In November 2024, 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.

Latticework 2024

In late 2024 members will meet at the Yale Club of NYC for the eighth-annual Latticework. The summit has been lauded as a uniquely impactful forum of great minds from the MOI 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.

Ideaweek 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.

Christopher Tsai and Peter C. Keefe on Long-Term Outperformance

January 6, 2024 in Audio, Diary, Equities, Featured, Invest Intelligently Podcast, Latticework, Latticework New York, Member Podcasts, Podcast

Christopher Tsai, President and Chief Investment Officer of Tsai Capital Corporation, led a conversation with great investor and thinker Peter C. Keefe, Principal Manager of Avenir Corporation. Peter has quietly amassed one of the most impressive long-term track records in the business.

Christopher and Peter joined the MOI Global community at Latticework 2023, held at the Yale Club of New York City on December 12.

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

Replay this keynote fireside chat:

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About the session host:

Christopher Tsai is President and Chief Investment Officer of Tsai Capital, an investment management firm focused on the long-term growth and preservation of capital on behalf of select families and organizations. With more than two decades of experience, and as a third-generation investor whose financial roots date back to World War II, he leads the firm’s investment activities and is Chairperson of the firm’s advisory committee. Christopher pursues a value-oriented investment approach and seeks high-quality, growth companies that offer significant upside potential and a margin of safety at the time of purchase. He utilizes a multidisciplinary approach to identify companies that he believes have a sustainable competitive advantage and can compound earnings at an above-average rate over the long-term. Companies in his portfolio tend to have strong balance sheets, a history of producing high rates of return on capital, and a culture of innovation. Christopher’s investment approach has been most influenced by Warren Buffett, Philip Fisher and Charlie Munger, as well as by his grandmother and father, the late investor and philanthropist Gerald Tsai Jr. who was the first Chinese-American to lead a Dow Jones Industrial company. Christopher’s financial roots date back to World War II, as his grandmother, Ruth Tsai, was the first woman to trade shares on the floor of the Shanghai Stock Exchange. Christopher has written for Wealth Management Magazine about investing in durable, long-term trends, and for Investment & Pensions Europe about investing in art as an alternative asset class. He is also the author of “Back Door to China”, which was published in Worth Magazine. Prior to forming Tsai Capital, Christopher was an equity analyst at Bear, Stearns & Co. Inc., John A. Levin & Co., Inc., and Gabelli Asset Management. Christopher has been a benefactor of numerous museums and cultural institutions, both nationally and internationally, and is the world’s foremost collector of works by contemporary artist Ai Weiwei. When not looking at businesses, he loves running in nature, quiet time with his books and family, submersing himself in the arts and a perfectly steeped pot of tea. Christopher is a member of the CFA Society New York and received a Bachelor of Arts degree in philosophy and international politics from Middlebury College, where he served on the Middlebury College Arts Council.

About the guest speaker:

Peter C. Keefe has managed client portfolios at Avenir since 1991. Prior to joining Avenir, Peter worked with Johnston, Lemon & Company, a New York Stock Exchange Member Firm, where he served in several capacities, including Director of Research. Peter received a B.A. from Washington & Lee University in 1978, and formerly sat on its Board of Trustees. He is a CFA Charterholder, a former Director of the Washington Society of Investment Analysts, and a member of the CFA Society of Washington, D.C.

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