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luxury brands


January 15, 2022 Serial Growth, Operating Leverage in Consolidating Fragmented Industries Read More
January 13, 2022 LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands Read More
October 12, 2021 Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper Read More
October 7, 2020 Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer Read More
October 6, 2020 Modern Times: Undervalued Portfolio of Digital Entertainment Assets Read More
October 6, 2020 Ferrari: Luxury Identity Brand with Enviable Business Model Read More
April 4, 2020 Daniel Gladiš on Intelligent Investing in Crisis Mode: Perspectives on Portfolio Management Read More
January 11, 2020 Restoration Hardware: Pivoting Toward Luxury Brand Status Read More
January 11, 2020 Movado: Global Watch Brand, Delivers Value Despite Tough Outlook Read More
November 30, 2019 China Investing Trip: Sean Stannard-Stockton’s Takeaways Read More
October 28, 2019 Ensemble Capital’s Investment Thesis Update on Tiffany & Co. Read More
September 1, 2018 Honma Golf: Turnaround at High-End Golf Club Maker Read More
April 5, 2018 Prada: Turning the Corner After Challenging Five-Year Period Read More
January 30, 2018 Guy Spier on Investing in Europe and Beyond Read More
January 11, 2018 Tiffany & Co.: Iconic Luxury Brand at Discount to Private Market Value Read More
January 5, 2018 The Death of (Many) Brands Read More
December 25, 2017 Preview of Cambria Automobiles: Owner-Operated UK Auto Dealer Read More
September 27, 2017 Tools We Use to Forecast the Future Prospects of a Business Read More
September 21, 2017 Tom Russo on the Durability of Consumer Brands Read More
November 4, 2014 Guy Spier on Investing in Europe (2014) Read More
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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