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
strong balance sheet
October 20, 2023
Eurofins: Quality Business With Continuing Structural Growth
Read More
October 17, 2023
Antofagasta: Family-Owned Copper Miner With Strong Balance Sheet
Read More
June 21, 2023
Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets
Read More
February 23, 2023
Outperforming by Focusing on Good Businesses With Low Expectations
Read More
January 17, 2023
Thor Industries: Well-Managed Leader in Oligopolistic, Rational Industry
Read More
October 14, 2022
Patrizia: Capital-Light, Owner-Operated Real Estate Asset Manager
Read More
October 4, 2022
Patrizia SE: Preview of Idea Session at European Investing Summit 2022
Read More
July 1, 2022
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
Read More
April 15, 2022
Redington India: Move From Products to Services Creates Growth Engine
Read More
January 15, 2022
Unit Corporation: High FCF, Strong Balance Sheet, Multiple Catalysts
Read More
January 15, 2022
Fairfax India: Well-Managed, Growing Holding Company at Discount
Read More
August 18, 2021
Learning From Jean-Marie Eveillard: Quotations and References
Read More
July 16, 2021
Robert Mullin on the Investment Case for Commodity Companies
Read More
July 10, 2021
Countryside Properties: High-Quality Partnerships Business a Hidden Gem
Read More
July 10, 2021
Woodward: Dominant, Sole-Source Provider at FCF Inflection Point
Read More
July 8, 2021
ViacomCBS: Balance Sheet Repaired, Capital and Cash Flow Fund Growth
Read More
May 12, 2021
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry
Read More
February 26, 2021
Oakcliff Capital: Reflections After Sixteen Years
Read More
January 20, 2021
Glanbia: Misunderstood, Undervalued Business With Clear Levers
Read More
January 18, 2021
IWG: Owner-Operated Leader in Flexible Office Space via Regus Brand
Read More
« Older 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
