MOI Global | The Membership Community of Intelligent Investors
logo logo
logo logo
  • About
    • Chairman’s Letter
    • Membership Tour
    • Member Feedback
    • Member Calendar
  • Events

    Thought-provoking events for intelligent investors

    • Online Events
    • Best Ideas Conference
    • Asian Investing Summit
    • European Investing Summit
    • Wide-Moat Investing Summit
    • Meet-the-Author Summer Forum
    • Offline Events
    • Ideaweek St. Moritz
    • Latticework London
    • Latticework New York
    • The Frankfurt Conversation
    • The Zurich Project
  • Insights

    Wisdom-packed content

    • Publications
    • All-Time Favorites
    • Featured Content
    • The Manual of Ideas
    • MOI Global en Español
    • Curated Content
    • Timeless Selections
    • Investment Ideas
    • Letter Excerpts
    • Thought Leader Series
    • Podcasts
    • Ideaweek Podcast
    • Latticework Podcast
    • Zurich Project Podcast
  • Account
    • Login
    • Recover
  • Waiting List
  • Search

consumption


January 27, 2019 Guy Spier on the Psychology and the Business of Investing Read More
January 20, 2019 Highlights from Best Ideas 2019 Read More
January 19, 2019 Escalation Is Not the Way Read More
January 11, 2019 Chemtrade: Mid-Teens FCF Yield, with Near-Term Issues Largely Resolved Read More
January 10, 2019 Molson Coors: Large Brewer at 10+% FCF Yield Read More
January 10, 2019 IPG Photonics: Dominant Laser Company Run by Owner/Operator Read More
January 10, 2019 Micron: Shareholder-Friendly Leader in Oligopoly at Attractive Price Read More
October 25, 2018 Why We Invest in Eastern Europe Read More
October 23, 2018 Bryan Lawrence on Intelligent Investing in the Energy Sector Read More
October 12, 2018 LafargeHolcim: Construction Materials Leader Investing in Growth Capex Read More
October 12, 2018 Covestro: High-Value Niche Player Misperceived as Commodity Business Read More
October 12, 2018 Offshore Industry and Borr Drilling: Poised for Cyclical Revaluation Read More
October 11, 2018 Tomra: Well-Positioned Sensor-Based Collection and Sorting Leader Read More
September 25, 2018 European Investing Summit 2018 Preview: LafargeHolcim Read More
September 15, 2018 Tom Russo on the Evolution of Quality Investing Read More
September 14, 2018 Landstar System: Third-Party Logistics Leader in Trucking Read More
September 12, 2018 The Case for Thematic Value Investing Read More
September 1, 2018 Transocean: World Dominator of Offshore Drilling Read More
July 2, 2018 Highlights from Wide-Moat Investing Summit 2018 Read More
June 29, 2018 Soda Sanayii: World’s Tenth-Largest Soda Ash Producer, Based in Turkey Read More
« Older Posts
Newer Posts »
Sections
Asia Asian Investing Summit Audio Best Ideas 2018 Best Ideas 2018 Featured Best Ideas 2019 Best Ideas Conference Commentary Consumer Cyclical Deep Value Diary Equities Equities Europe European Investing Summit Featured Financial Full Video GARP Ideas Ideas de inversión Interviews Jockey Stocks Large Cap Letters Meet-the-Author Summer Forum Meet-the-Author Summer Forum 2019 Micro Cap Mid Cap Miscelánea MOI Global en Español North America Podcast Reading Recommendations Services Small Cap Special Situations Technology The Manual of Ideas Transcripts Twitter Wide-Moat Investing Summit Wide-Moat Investing Summit 2018 Wide Moat YouTube
Topics
asset management bankruptcy banks business models capex capital allocation chance China competitive advantage compounders distressed dividend dividends dividend yield education emerging markets FCF yield financial crisis Germany gold Harvard Hong Kong incentives India inflation infrastructure insurance investment process Japan Margin of safety mistakes moats principles private equity probability retail returns on capital ROIC Singapore software telecom time horizon volatility working capital youtube-video
© BeyondProxy. Read Terms of Use.
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