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sum of the parts


January 16, 2021 Anglo Pacific: Commodity Company With Attractive Business Model Read More
January 6, 2021 Best Ideas 2021 Preview: KVH — Transitioning to Subscription Model Read More
January 5, 2021 Best Ideas 2021 Preview: Commodity Company With Attractive Model Read More
April 10, 2020 Mercuria and Dream Incubator: Investment Firms at Discount Read More
April 10, 2020 Bajaj Holdings: Indian Holding Company at Steep Discount to NAV Read More
April 9, 2020 GMO Internet: Downside Protection, Plus Bitcoin Optionality Read More
March 14, 2020 PSG: Well-Managed South African Investment Holding Company Read More
January 22, 2020 Surveying the SVN Capital Portfolio Read More
January 14, 2020 Highlights from Best Ideas 2020 Read More
January 11, 2020 KVH: Transitioning to Subscription Model, with Growth Ahead Read More
January 10, 2020 Hemisphere Media: Unique Hispanic Media Assets, Strong Management Read More
January 9, 2020 Dundee Corp.: Steep NAV Discount Despite Asset Rationalization Read More
December 22, 2019 Merry Christmas from Mr. Market? Read More
December 19, 2019 Position Sizing (Part Four): How We Assess Conviction Read More
November 10, 2019 Agfa-Gevaert: Key Shareholder Actively Engaged in Value Creation (TRANSCRIPT NOW AVAILABLE) Read More
November 10, 2019 Prudential plc: Quality Businesses Exposed to Positive Demographics (TRANSCRIPT NOW AVAILABLE) Read More
September 19, 2019 Charles de Vaulx on Value Investing in a Changing World Read More
July 7, 2019 Highlights from Wide-Moat Investing Summit 2019 Read More
June 27, 2019 Airport Corporation of Vietnam: Near-Monopoly Operator of Airports Read More
June 27, 2019 PSG Group: Family-Operated Investment Holding Firm at Discount Read More
« Older Posts
About Us

Through invitation-only events and member publications, MOI Global fosters a community of intelligent investors united by a passion for lifelong learning.

Chairman’s Letter
Membership Tour
Member Feedback
Member Calendar

“MOI Global is a wonderful way to expose yourself to the thoughts of some of the most successful investors and investment methods out there.”
—Tom Gayner

“Adds value to my research process.”
—Rich Eisinger

“Invaluable.”
—Elliot Turner

“Great content, great people.”
—John Lambert

“Thought-provoking.”
—Amit Wadhwaney

“First class in every way.”
—Jeffrey Stacey

“I enjoy it and others will also.”
—Chuck Royce

Online Events

The fully online conferences hosted by MOI Global bring together great minds from our network of intelligent investors, with a focus on timely ideas and timeless wisdom.

Best Ideas Conference
Wide-Moat Investing Summit
Asian Investing Summit
European Investing Summit
Industry Insights Summit
Meet-the-Author Summer Forum
Intelligent Investing in Crisis Mode

Offline Events

In-person events hosted by MOI Global bring together inquisitive minds to explore ideas of consequence in investing, business, and life.

Local Chapters
Best Ideas Omaha
Ideaweek St. Moritz
Latticework London
Latticework New York
The Zurich Project
The Frankfurt Conversation

“I got more out of Ideaweek than any investing-related event I’ve been to since 1986.” –Peter Leacock, Senior Portfolio Manager, CIBC Wood Gundy

Publications

The member publications, including The Manual of Ideas, have won acclaim for their depth, originality, and breadth of perspectives.

All-Time Favorites
Featured Content
The Manual of Ideas
MOI Global en Español

Curated Content

The editorial team seeks out thought-provoking insights and variant perspectives from across the membership network and beyond.

Timeless Selections
Investment Ideas
Investor Letter Excerpts
Thought Leader Series

Podcasts

Podcasts enable members to enjoy content in a convenient format. Non-members may peek into the world of MOI Global via limited access.

Member-Only Podcasts
Ideaweek Podcast
Latticework Podcast
Zurich Project Podcast
This Week in Intelligent Investing

Selected Conversations

Members enjoy a steady stream of exclusive wisdom and insights from the leading minds in the field of investment management.

Chuck Akre | François Badelon | Daniel Baldini | Brian Bares | David Barr | Chris Bloomstran | John Burbank | Joel Cohen | Larry Cunningham | Christopher Davis | Charles de Vaulx | Fernando del Pino | Pat Dorsey | Jean-Marie Eveillard | James Ferguson | Frank Fischer | Tom Gayner | Daniel Gladiš | Bruce Greenwald | Robert Hagstrom | Ahron Herring | Michael Huber | Hendrik Leber | Paul Lountzis | Ken Majmudar | David Marcus | Howard Marks | Michael Mauboussin | David Nierenberg | Phil Ordway | Mohnish Pabrai | Chamath Palihapitiya | Francisco García Paramés | Bob Robotti | David Rolfe | Jim Roumell | Chuck Royce | Tom Russo | Rahul Saraogi | Dave Sather | Florian Schuhbauer | Adam H. Schwartz | Josh Shores | Guy Spier | Murray Stahl | Sean Stannard-Stockton | Lauren Templeton | Will Thorndike | Elliot Turner | Michael van Biema | Arnold van den Berg | Marcos Veremis | Ed Wachenheim | Amit Wadhwaney | Adrian Warner | Jay Willoughby | Josh Wolfe | Don Yacktman | Tim Yates

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