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
Best Ideas Conference
Wide-Moat Investing Summit
Asian Investing Summit
European Investing Summit
Meet-the-Author Forum
Industry Insights Summit
Investing in Crisis Mode
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
China
January 12, 2024
Large-Cap Multifamily REITs: Diversified, Antifragile, High Cap Rate
Read More
January 12, 2024
Kering: Gucci Performance to Drive Turnaround at Luxury Goods Giant
Read More
October 26, 2023
J.Dennis Jean-Jacques on His Idea Search Criteria and Selection Process
Read More
October 20, 2023
Eurofins: Quality Business With Continuing Structural Growth
Read More
October 18, 2023
Stellantis: Well-Managed Automaker With Strong FCF and Balance Sheet
Read More
October 18, 2023
Swatch: Family-Controlled Luxury Watch Leader With Strong Brands
Read More
October 18, 2023
Niox: Asthma Diagnostics Business Undergoing Positive Change
Read More
October 18, 2023
Bakkafrost: Fully Integrated Salmon Producer With Growth Runway
Read More
October 17, 2023
Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet
Read More
October 17, 2023
AB InBev: Scale-Advantaged Leader With Manageable Leverage
Read More
October 17, 2023
Subsea 7: Well-Positioned Business, Growing Market Share Across Cycles
Read More
September 28, 2023
Roshan Padamadan’s Musings on Crossover Investing
Read More
September 27, 2023
Europe’s Higher Profitability Among Firms Trading at Deep Discounts
Read More
June 24, 2023
Danone: Refocusing on Core Brands, Reinvestment, and Innovation
Read More
June 24, 2023
Alphawave: Founder-Led Tech Leader Overcoming Growing Pains
Read More
June 24, 2023
TSMC: Scale-Advantaged Technology and Manufacturing Leader
Read More
June 22, 2023
Bandai Namco: Entertainment Company With Strong IP and Culture
Read More
June 21, 2023
Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets
Read More
June 21, 2023
Flex: Successful Transition Toward Higher-Margin, Long-Cycle Businesses
Read More
April 27, 2023
Techno Medica: Undervalued, Cash-Rich Company With Clear Catalyst
Read More
« Older Posts
MOI Global
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.
Ok
