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 Chicago
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
retail
July 7, 2025
EQUAM Capital sobre B&M European Value Retail
Read More
May 12, 2025
ActualizaciĂłn de Jeronimo Martins
Read More
November 27, 2024
Entrevista con Ken Shubin Stein
Read More
April 8, 2024
Burlington Stores como oportunidad de crecimiento
Read More
January 18, 2024
Fleetcor: Fast-Growing, Capital-Light, High-Margin Payments Business
Read More
January 17, 2024
TPI Composites: Wind Turbine Blade Maker at Cycle Inflection Point
Read More
January 13, 2024
Dollar Tree: Well-Regarded New CEO Pursuing Multi-Price Strategy
Read More
January 12, 2024
Alico: Management Incentivized to Unlock Value of Florida Land Holdings
Read More
January 12, 2024
Kering: Gucci Performance to Drive Turnaround at Luxury Goods Giant
Read More
December 22, 2023
Experimental Economics and Bubbles in the Laboratory
Read More
October 18, 2023
Hollywood Bowl, Ten Entertainment: Attractive Bowling Center Operators
Read More
October 18, 2023
Swatch: Family-Controlled Luxury Watch Leader With Strong Brands
Read More
October 17, 2023
Adyen: Likely Winner in Global Payment Wars, Despite Challenges
Read More
October 17, 2023
AB InBev: Scale-Advantaged Leader With Manageable Leverage
Read More
October 4, 2023
Gwen Hofmeyr on Her Book, The Halfwit Crustacean
Read More
October 4, 2023
Airlines: A Smooth Takeoff, But Turbulence to Follow
Read More
September 28, 2023
Roshan Padamadan’s Musings on Crossover Investing
Read More
June 25, 2023
KKR: Earning Power Growth Not Accurately Reflected in Recent EV
Read More
June 24, 2023
Glanbia: Misvalued Power Brands in Structural Growth Industry
Read More
June 24, 2023
FRP Holdings: An In-Depth Look at the Firm’s Aggregate Properties
Read More
« Older Posts
MOI Global