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 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
Member Service
Waiting List
Search
retail
January 13, 2022
Kennedy Wilson: Well-Positioned to Return to Consistent NOI Growth
Read More
January 13, 2022
Nielsen: Well-Positioned After Sale of Consumer Products Business
Read More
January 12, 2022
SoftBank: Recent Controversies Create Attractive NAV Discount
Read More
January 12, 2022
PG&E: Valuation Discount Unwarrated Under New Management
Read More
January 10, 2022
Kirkland’s: Impressive Transformation Under Respected Retail Veteran
Read More
December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
Read More
December 14, 2021
Peter Mantas on Ideas Driven by Innovation and Societal Tailwinds
Read More
December 14, 2021
Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry
Read More
December 14, 2021
Glenn Surowiec on Value-Oriented Investing on the Right Side of Change
Read More
October 15, 2021
Do & Co: Airline Catering Leader, Likely to Keep Gaining Market Share
Read More
October 14, 2021
Amrest: Owner-Operated, Growing European Fast Food Operator
Read More
October 12, 2021
Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper
Read More
October 4, 2021
Common Sense Is Uncommon: Areas of Concern in a Speculative Market
Read More
September 21, 2021
European Banks Might Finally Be Ready to Rise From the Ashes
Read More
September 18, 2021
Christian Billinger on Managing Investment Return Expectations
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
July 10, 2021
Next plc: Simple, Well-Managed, Well-Positioned, Growing Business
Read More
July 10, 2021
FRP: Wide-Moat Assets to Drive Property Appreciation Over Time
Read More
July 8, 2021
Peloton: Interactive Fitness Platform, Vertically Integrated Media Company
Read More
« Older Posts
Newer Posts »
MOI Global
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.
Ok
