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LNG


January 18, 2023 Orion Engineered Carbons: Earnings Inflection Story in EV Components Read More
October 14, 2022 Samuel Weber Updates Lanxess, Swatch, Holcim, Deutsche Bank Read More
October 6, 2022 Thesis Updates: Deutsche Bank, Holcim, Lanxess, Swatch Read More
July 1, 2022 Archaea Energy: Clear Leader in Landfill Renewable Natural Gas Read More
April 7, 2022 Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition Read More
October 13, 2021 Hexagon Composites: Niche Leader in Low-Carbon Energy Transition Read More
January 10, 2020 Africa Oil: Strong, Liquid Balance Sheet, with Upside Catalysts Read More
November 10, 2019 Tecnicas Reunidas: Owner-Operated Asset-Light Energy Services Business (TRANSCRIPT NOW AVAILABLE) Read More
October 24, 2019 The Oil Tanker Industry: The Pendulum Swings Back Read More
August 30, 2019 Francisco Garcia Parames on His Book, Investing for the Long Term Read More
July 23, 2019 Gregory Zuckerman on His Book, The Frackers Read More
April 12, 2019 Sakai Heavy Industries: Leader in Niche Market for Road Rollers Read More
October 23, 2018 Bryan Lawrence on Intelligent Investing in the Energy Sector Read More
October 11, 2018 Landi Renzo: New CEO Leads Emergence from Long Downtrend Read More
October 4, 2018 Register for LIVE Sessions at European Investing Summit 2018 Read More
September 28, 2018 Francisco Garcia Parames on Investing for the Long Term Read More
June 29, 2018 Golar LNG: Owns Assets Crucial to Filling Gaps in Natural Gas Supply Chain Read More
June 20, 2018 Induced Demand within the Energy Complex Read More
December 10, 2017 Scorpio Bulkers, Safe Bulkers, Navios, Songa Bulk: Improvement Underway Read More
November 4, 2017 Macro Enterprises: Long Record Constructing Oil and Gas Pipelines 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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