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
ROIC
July 7, 2022
Countryside Partnerships: Catalyst-Rich, High-Quality Compounder
Read More
July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
Read More
July 1, 2022
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
Read More
July 1, 2022
Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers
Read More
July 1, 2022
Celestica: Strong FCF, With Increasing Focus on Higher-Value Services
Read More
May 7, 2022
Best Ideas Omaha 2022: Tom Russo on Global Investing and Heineken
Read More
April 9, 2022
Mongolia: Three Investment Ideas to Access This Growing Frontier Market
Read More
April 8, 2022
Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic
Read More
April 7, 2022
Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead
Read More
January 14, 2022
P10: Premier Private Markets Asset Manager Focused on Middle Market
Read More
January 13, 2022
AIG: Improving Operations, Cutting Costs, Returning Capital to Owners
Read More
January 12, 2022
Discovery: Warner Deal and Strong FCF Underappreciated by Market
Read More
December 14, 2021
Michael Mauboussin and Saurabh Madaan on Expectations Investing
Read More
December 14, 2021
Glenn Surowiec on Value-Oriented Investing on the Right Side of Change
Read More
November 4, 2021
Jim and Abigail Zimmerman on the Philosophy of Lowell Capital
Read More
October 15, 2021
WLTW: Event-Driven Opportunity in Attractive, Oligopolistic Industry
Read More
October 14, 2021
Neste: Renewable Diesel Player, With Reinvestment Opportunities
Read More
August 5, 2021
James Aldigé on the Investment Philosophy of Clio Asset Management
Read More
July 10, 2021
Lockheed Martin: Large Portfolio of Classified IP, Multiple Moats
Read More
July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
Read More
« Older Posts
