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mining


January 6, 2023 Best Ideas 2023 Preview: Sprott Physical Uranium Trust Read More
December 22, 2022 Ian Clark on Private Equity-Style Investing in the Power Sector Read More
July 1, 2022 Archaea Energy: Clear Leader in Landfill Renewable Natural Gas Read More
April 9, 2022 Mongolia: Three Investment Ideas to Access This Growing Frontier Market Read More
November 1, 2021 John Hathaway on Investing in the Gold Mining Sector Read More
January 28, 2021 Massif Capital Commentary: Growth Markets Meet Tangible Assets Read More
January 5, 2021 Best Ideas 2021 Preview: Commodity Company With Attractive Model Read More
December 28, 2020 The Manual of Ideas – Winter 2021 Edition Read More
December 20, 2020 Why We Seek the Company of Long-Term Compounders Read More
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 23, 2020 Rapidly Shifting Business Models in Real Asset Industries Read More
August 18, 2020 Taking a Global Perspective on Investing in South Africa Read More
April 19, 2020 Chip Russell on Investing in a Transition to a Low Carbon Economy Read More
April 10, 2020 Bharat Forge: Best-in-Class Producer with Increasing Focus on Defense Read More
April 9, 2020 GMO Internet: Downside Protection, Plus Bitcoin Optionality Read More
April 9, 2020 Emeco: Lowly Valued Australian Leader in Mining Equipment Rental Read More
March 25, 2020 James Davolos on Intelligent Investing in Crisis Mode: Favoring Companies with Hard Assets Read More
March 21, 2020 William Thomson on Intelligent Investing in Crisis Mode: Surveying Basic Materials, Energy, Mining Read More
March 7, 2020 My In-Depth Investment Thesis on Elastic Software 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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