MOI Global | The Membership Community of Intelligent Investors
About
Chairman’s Letter
Membership Tour
Member Feedback
Member Calendar
Events
Featuring thought-provoking events for intelligent investors
Online Events
Intelligent Investing in Crisis Mode
Best Ideas Conference
Wide-Moat Investing Summit
Asian Investing Summit
European Investing Summit
Industry Insights Summit
Meet-the-Author Summer Forum
Offline Events
Local Chapters
Best Ideas Omaha
Ideaweek St. Moritz
Latticework London
Latticework New York
The Frankfurt Conversation
The Zurich Project
Insights
Featuring wisdom-packed content
Publications
All-Time Favorites
Featured Content
Selected Transcripts
The Manual of Ideas
MOI (The Book)
MOI Global en Español
Curated Content
Timeless Selections
Investment Ideas
Investment Letters
What We Are Reading
Thought Leader Series
MOI Global on Twitter
Podcasts
Member-Only Podcasts
Intelligent Investing
Ideaweek Podcast
Latticework Podcast
Zurich Project Podcast
Start Your Podcast
Leaders
Featuring intelligent investing thought leaders worldwide
Americas
Chuck Akre
David Barr
Chris Bloomstran
Larry Cunningham
Aswath Damodaran
Charles de Vaulx
James Ferguson
Tom Gayner
Bruce Greenwald
Robert Hagstrom
Naveen Jeereddi
Howard Marks
Michael Mauboussin
Phil Ordway
Mohnish Pabrai
Bob Robotti
Jim Roumell
Chuck Royce
Tom Russo
Dave Sather
Adam H. Schwartz
Murray Stahl
Sean Stannard-Stockton
Lauren Templeton
Will Thorndike
Elliot Turner
Arnold Van Den Berg
Ed Wachenheim
Amit Wadhwaney
Josh Wolfe
Don Yacktman
Europe
Christian Billinger
Jean-Marie Eveillard
Frank Fischer
Daniel Gladiš
Hendrik Leber
Francisco Paramés
Guy Spier
Samuel Weber
Asia
Rajeev Mantri
Rahul Saraogi
Adrian Warner
Florian Weidinger
Jiro Yasu
Soumil Zaveri
Account
Login
Recover
Member Service
Waiting List
Search
capex
October 15, 2021
WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry
Read More
October 15, 2021
PBKM / Vita 34: In Process of Forming Largest Global Cord Blood Bank
Read More
October 14, 2021
Ubisoft: Founder-Led Turnaround in Attractive Video Gaming Business
Read More
October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
Read More
October 14, 2021
British American Tobacco: Growing Leader at Double-Digit FCF Yield
Read More
October 10, 2021
EIS 2021 Idea Preview: Aalberts — Humanly, Environmentally, Financially
Read More
August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
Read More
July 18, 2021
Aswath Damodaran on His Book, The Dark Side of Valuation
Read More
July 18, 2021
Howard Schilit on Financial Shenanigans: How to Detect Fraud
Read More
July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
Read More
July 10, 2021
Entegris: Benefiting From Increased Complexity in Semiconductors
Read More
July 10, 2021
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
Read More
July 10, 2021
Grifols: Leader in Highly Regulated, Oligopolistic Blood Plasma Industry
Read More
July 9, 2021
Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway
Read More
July 8, 2021
Clarus: Owner-Operator Creating Value Through Capital Allocation
Read More
July 7, 2021
Micron: Leader in Growing Industry With Supply-Side Discipline
Read More
July 7, 2021
Eastern Company: Engineered Solutions Provider With Strong FCF
Read More
July 7, 2021
Sprouts: Differentiated Grocer With Attractive Unit Economics
Read More
June 28, 2021
Chuck Akre: Keeping It As Simple As Possible, But No Simpler
Read More
May 12, 2021
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
Read More
« Older Posts
Newer Posts »