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
Intelligent Investing in Crisis Mode
Best Ideas Conference
Wide-Moat Investing Summit
Asian Investing Summit
European Investing Summit
Industry Insights Summit
Meet-the-Author Summer Forum
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
Waiting List
Search
portfolio concentration
October 14, 2021
Aalberts: Joining the Ranks of Europe’s High-Quality Industrial Business
Read More
August 27, 2021
William Knowles on Concentrated, Low-Turnover, Quality-First Investing
Read More
August 21, 2021
Edward Chang on Investing in Undervalued Growth Stocks
Read More
August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
Read More
July 8, 2021
Clarus: Owner-Operator Creating Value Through Capital Allocation
Read More
July 8, 2021
Peloton: Interactive Fitness Platform, Vertically Integrated Media Company
Read More
May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
Read More
February 26, 2021
Oakcliff Capital: Reflections After Sixteen Years
Read More
January 21, 2021
Salesforce.com: Defensible Market Dominance, Profitable Growth
Read More
January 20, 2021
ECN Capital: Transformed, High-Quality Business With Growth Runway
Read More
January 18, 2021
Glenn Surowiec Shares His Thoughts on Intelligent Investing in 2021
Read More
January 18, 2021
Nuance: Leader in Software-Driven Voice Transcription for Physicians
Read More
January 14, 2021
RWE: European Utility Transitioning to Renewable Power Leadership
Read More
January 6, 2021
Volatility-Based Alpha, Our Framework, and Compounders
Read More
November 24, 2020
Crossroads Capital Letter: Our Own Link to the Past
Read More
October 6, 2020
Ferrari: Luxury Identity Brand with Enviable Business Model
Read More
August 1, 2020
Focus Capital Management’s Approach to Risk
Read More
July 8, 2020
Four Unpopular Opinions of Tollymore Investment Partners
Read More
May 9, 2020
Surveying Our Favorite Investment Ideas Amid COVID-19
Read More
April 22, 2020
Mordechai Yavneh on the Benefits of a Concentrated Portfolio
Read More
« Older Posts
