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homebuilding


July 7, 2022 Countryside Partnerships: Catalyst-Rich, High-Quality Compounder Read More
July 1, 2022 LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder Read More
January 12, 2022 Houghton Mifflin: Digital Transition Improves Cash Generation Read More
April 14, 2021 Havells India: Leader in Electrical Goods and Consumer Durables Read More
January 19, 2021 Tile Shop: Orphaned Specialty Retailer With Relisting Catalyst Read More
January 15, 2021 NVR: Capital-Returning Compounder With Long Homebuilding Runway Read More
January 13, 2021 U.S. Homebuilders and Builders FirstSource: Strong Underlying Trends Read More
January 2, 2021 Reiterating Robotti & Company’s Value-Based Approach to Investing Read More
March 19, 2020 Ed Wachenheim on Intelligent Investing in Crisis Mode: Assessing Ideas in Banking and Housing Read More
January 9, 2020 Progressive: Consistent Grower in Direct Segment of Auto Insurance Read More
April 12, 2019 Eicher Motors: Owner-Operated Motorcycle Maker with Growth Read More
February 14, 2019 An Update on Our Investments in Building Products Companies Read More
December 26, 2018 Highlights from the Robotti & Company Annual Meeting Read More
October 13, 2018 Crest Nicholson: Debt-Free, Undervalued UK Homebuilder Read More
October 12, 2018 LafargeHolcim: Construction Materials Leader Investing in Growth Capex Read More
September 25, 2018 European Investing Summit 2018 Preview: LafargeHolcim Read More
September 15, 2018 Ed Wachenheim on Investing with a Contrarian Mindset Read More
May 31, 2018 Ashiana Housing: Real Estate Developer with Growth Runway in India Read More
April 5, 2018 Affordable Housing Industry in India: Buy or Build? Read More
March 3, 2018 B. Riley Financial: Uncovered Financial Conglomerate Led by Shrewd Owner-Operator Read More
« Older Posts
About Us

Through invitation-only events and member publications, MOI Global fosters a community of intelligent investors united by a passion for lifelong learning.

Chairman’s Letter
Membership Tour
Member Feedback
Member Calendar

“MOI Global is a wonderful way to expose yourself to the thoughts of some of the most successful investors and investment methods out there.”
—Tom Gayner

“Adds value to my research process.”
—Rich Eisinger

“Invaluable.”
—Elliot Turner

“Great content, great people.”
—John Lambert

“Thought-provoking.”
—Amit Wadhwaney

“First class in every way.”
—Jeffrey Stacey

“I enjoy it and others will also.”
—Chuck Royce

Online Events

The fully online conferences hosted by MOI Global bring together great minds from our network of intelligent investors, with a focus on timely ideas and timeless wisdom.

Best Ideas Conference
Wide-Moat Investing Summit
Asian Investing Summit
European Investing Summit
Industry Insights Summit
Meet-the-Author Summer Forum
Intelligent Investing in Crisis Mode

Offline Events

In-person events hosted by MOI Global bring together inquisitive minds to explore ideas of consequence in investing, business, and life.

Local Chapters
Best Ideas Omaha
Ideaweek St. Moritz
Latticework London
Latticework New York
The Zurich Project
The Frankfurt Conversation

“I got more out of Ideaweek than any investing-related event I’ve been to since 1986.” –Peter Leacock, Senior Portfolio Manager, CIBC Wood Gundy

Publications

The member publications, including The Manual of Ideas, have won acclaim for their depth, originality, and breadth of perspectives.

All-Time Favorites
Featured Content
The Manual of Ideas
MOI Global en Español

Curated Content

The editorial team seeks out thought-provoking insights and variant perspectives from across the membership network and beyond.

Timeless Selections
Investment Ideas
Investor Letter Excerpts
Thought Leader Series

Podcasts

Podcasts enable members to enjoy content in a convenient format. Non-members may peek into the world of MOI Global via limited access.

Member-Only Podcasts
Ideaweek Podcast
Latticework Podcast
Zurich Project Podcast
This Week in Intelligent Investing

Selected Conversations

Members enjoy a steady stream of exclusive wisdom and insights from the leading minds in the field of investment management.

Chuck Akre | Sanjay Bakshi | Brian Bares | David Barr | Chris Bloomstran | John Burbank | Joel Cohen | Larry Cunningham | Aswath Damodaran | Christopher Davis | Charles de Vaulx | Fernando del Pino | Pat Dorsey | Jean-Marie Eveillard | James Ferguson | Frank Fischer | Tom Gayner | Daniel Gladiš | Bruce Greenwald | Robert Hagstrom | Connor Haley | Ahron Herring | Michael Huber | Bryan Lawrence | Hendrik Leber | Paul Lountzis | Peter Mantas | David Marcus | Howard Marks | Michael Mauboussin | Chris Mittleman | David Nierenberg | Phil Ordway | Mohnish Pabrai | Francisco García Paramés | Bob Robotti | François Rochon | David Rolfe | Jim Roumell | Chuck Royce | Tom Russo | Dave Sather | Florian Schuhbauer | Adam H. Schwartz | Josh Shores | Guy Spier | Murray Stahl | Sean Stannard-Stockton | Lauren Templeton | Will Thorndike | Elliot Turner | Michael van Biema | Arnold van den Berg | Marcos Veremis | Ed Wachenheim | Amit Wadhwaney | Adrian Warner | Andrew Wilkinson | Jay Willoughby | Josh Wolfe | Don Yacktman | Tim Yates

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