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
infrastructure
November 13, 2020
Atalaya: Spanish Copper Miner with Strong Balance Sheet
Read More
November 6, 2020
Polyus: Low-Cost Russian Gold Miner, with Growing Production
Read More
October 7, 2020
Zalando: Enduring Competitive Moat of Size and Network Effects
Read More
October 7, 2020
Landis+Gyr: Smart Meter Leader at Cyclical Trough Valuation
Read More
October 7, 2020
M8G: Derisked Gaming and Media Business in the Process of Scaling Up
Read More
October 7, 2020
Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer
Read More
October 7, 2020
Maire Tecnimont: Remarkably Cheap Chemical Engineering Leader
Read More
October 7, 2020
Three European Companies at a Discount to Fair Value
Read More
October 6, 2020
Modern Times: Undervalued Portfolio of Digital Entertainment Assets
Read More
September 10, 2020
Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe
Read More
September 10, 2020
Zalando Investment Thesis: The Fashion Platform of the Future
Read More
September 3, 2020
Barry Diller in Conversation with David Rubenstein
Read More
August 28, 2020
Episode 6: Nick Sleep on Habits | Brokerage Sweeps | Misjudgment
Read More
August 18, 2020
Taking a Global Perspective on Investing in South Africa
Read More
August 13, 2020
Matthew Prince on His Evolution as an Owner-Operator
Read More
August 9, 2020
Synthetic Leverage and Discounts to Holdings
Read More
August 6, 2020
Glen Tullman on the Drivers Behind the Growth of Livongo Health
Read More
July 30, 2020
Satya Nadella on Cultivating a Sense of Culture and Purpose
Read More
July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
Read More
July 3, 2020
Twitter: Unique Internet Asset, With Improving Monetization
Read More
« Older Posts
Newer 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
