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
fundamental research
January 14, 2024
HDFC Bank: India’s Consumption Engine, With Mid-Teens ROE
Read More
October 20, 2023
Savencia: Well-Managed French Cheese and Dairy Leader at Discount
Read More
October 19, 2023
Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM
Read More
January 17, 2023
HDFC Bank: Sustainably Growing Market Share Leader in India
Read More
January 13, 2023
Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond
Read More
July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
Read More
April 22, 2022
Harshan Jeyakumar on Intelligent Investing in Cleantech
Read More
August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
Read More
July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
Read More
April 29, 2021
Connor Haley on Small-Cap Investing and Standing Up for Owner Rights
Read More
July 3, 2020
OTIS: Recently Spun Off Elevator Leader with High ROIC
Read More
January 11, 2020
Liberty: Oilfield Services Firm with Leading Operational Execution
Read More
January 9, 2020
Cars.com: Leading Online Car Listing Site at Depressed Valuation
Read More
August 13, 2019
Nick Gogerty on His Book, The Nature of Value
Read More
June 27, 2019
SS&C: Market Underestimates Growth and Operating Leverage
Read More
June 12, 2019
Davis Advisors on Long-Term Value Investing
Read More
January 12, 2019
Intelligent Systems: Owner-Operated Card Issuer Processing Software Firm
Read More
January 12, 2019
Paratek Pharma Convert: Well-Covered by Asset Value, with Upside
Read More
January 2, 2019
Finding Asymmetry in Credit Investing
Read More
June 3, 2018
Edelweiss: Well-Managed, Growing, Diversified Financial Services Firm
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
