MOI Global @manualofideas
Through invitation-only events and member publications, MOI Global fosters a community of intelligent investors united by a passion for lifelong learning. moiglobal.com Zurich, Switzerland Joined April 2009-
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MOI Global retweeted
I’m a very happy paid sub to Chris Waller’s @HiddenGemsInves. Chris does incredibly thorough research to come up with insightful theses on underfollowed or misunderstood equities. For me it’s been a great source of alpha.
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MOI Global retweeted
The momentum factor reflects herd mentality. Keep buying what’s working. Ignore valuation. Case in point: - Ferrari market cap: €95 billion - Porsche market cap: €39 billion (can buy it even cheaper via $PAH3.DE)
MOI Global retweeted
tinyBuild has finally reached an inflection point firmreturns.com/tinybuild-has-…
MOI Global retweeted
The only thing that can save the market from a major drawdown is hyperinflation.
MOI Global retweeted
Inflation is the inevitable result of politics without principle.
MOI Global retweeted
As I studied Carl Icahn in search of lessons, I discovered something fascinating: his mental flexibility, enabling him to find value in such techy businesses as Apple, Lyft, and Netflix. Can you believe he bought almost 10% of Netflix for ~$320 million? If only he had held on!
Just released on Latticework: Weekly Inspiration - Wisdom, Insights, and Ideas for Intelligent Investors latticework.com/p/weekly-inspi…
MOI Global retweeted
Don’t be a philanthropist in public markets. Deploy your capital where it will be treated best.
"Value rests not in the abundance of noise, but in the whispers of fundamentals." —Value Investing Sage
Just released on Latticework: Build-A-Bear: Misunderstood Retailer, Underappreciated Brand Licensor - Presentation at Wide-Moat Investing Summit 2025 latticework.com/p/build-a-bear…
MOI Global retweeted
Wow, this is such an honor to hear -- from @Tyler_G_Howell's conversation with Bill Coleman, Co-CIO of Live Oak Private Wealth in Wilmington, NC
MOI Global retweeted
When the tsunami comes, it doesn’t matter how great your sand castle.
Just released on Latticework: Carl Icahn's Journey as Raider, Investor, and Owner Advocate - Exclusive Program in Special Series, Intelligent Investing 100 latticework.com/p/carl-icahns-…
MOI Global retweeted
Buybacks are tricky because, almost by definition, the shareholders of a public company believe its stock to be undervalued. So, there’s no check on management if it overpays for its own shares.
Just released on Latticework: Weekly Inspiration - Wisdom, Insights, and Ideas for Intelligent Investors latticework.com/p/weekly-inspi…
MOI Global retweeted
“Adjusted” profitability measures are so commonplace that few investors still care about GAAP. Corporate America has succeeded in replacing a standards-based accounting system with arbitrary definitions. Investors are too lazy to care, so they overpay without even realizing it.
Just released on Latticework: ASML: Strengthening Advantages in Critical Global Industry - Presentation at Wide-Moat Investing Summit 2025 latticework.com/p/asml-strengt…
MOI Global retweeted
In a 2010 presentation, Ken Peak, then-CEO of Contango Oil & Gas, stated, “The best cure for low prices is low prices.” He was referring to natural gas. Fifteen years later, we’re still waiting. Sometimes it really is different this time.
MOI Global retweeted
We all get anchored too easily to market prices and impute too much wisdom into them. It’s more useful to assume that prices are always wrong — and then to figure out why they’re wrong, and whether they’re off by a little or a lot.
MOI Global retweeted
Don’t see many people asking, “How low can we go?” Everybody wants to know how high the S&P can go. Now is the time to think about the downside. Don’t wait until after the drawdown.
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