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
The definition of a great business is changing rapidly in the age of AI. A necessary (but not sufficient) condition: Your product cannot be recreated by AI. Examples: natural resources, real estate
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Just released on Latticework: Weekly Inspiration - Wisdom, Insights, and Ideas for Intelligent Investors latticework.com/p/weekly-inspi…
Just released on Latticework: Floor & Decor: Flywheel Dynamics Powering Market Share Expansion - Presentation at Wide-Moat Investing Summit 2025 latticework.com/p/floor-and-de…
MOI Global retweeted
To all who have been reading the Real Asset Handbook on Substack, thanks for your support. We have updated our Substack website to include past reports written this year, which were previously only available to subscribers on our main website. Reports posted today include: 1)…
MOI Global retweeted
I really enjoy getting these each weekend from @manualofideas. Lots of ideas and insights curated in one place that I would’ve otherwise missed. Would recommend! (link is in @JMihaljevic's bio)
Just released on Latticework: Weekly Inspiration - Wisdom, Insights, and Ideas for Intelligent Investors latticework.com/p/weekly-inspi…
MOI Global retweeted
Geopolitical Weekend Reading: Baltic: The Future of Europe buff.ly/GNnkoAq
MOI Global retweeted
Coming soon...
MOI Global retweeted
Volatility is low, crude is down, and industrials are on a roll. This week's Real Asset Chartbook is out.
Just released on Latticework: LPL Financial: The Operating System for Wealth Management Advisors - Presentation at Wide-Moat Investing Summit 2025 latticework.com/p/lpl-financia…
"Markets may fluctuate in their moods, yet intrinsic value remains steadfast."—Unknown
Just released on Latticework: Five Ideas: Abercrombie & Fitch, Brown-Forman, Canadian Solar, Kohl's, Sibanye-Stillwater - Post-Earnings Updates and Idea Theses latticework.com/p/five-ideas-a…
Just released on Latticework: Earnings Update: Extracting Signal from CEO/CFO Commentary - Insights and Ideas for Intelligent Investors latticework.com/p/earnings-upd…
Just released on Latticework: Weekly Inspiration - Wisdom, Insights, and Ideas for Intelligent Investors latticework.com/p/weekly-inspi…
MOI Global retweeted
Fantastic weekly publication by @wmthomson22's Massif Capital @massifcap -- think J.P. Morgan's "Guide to the Markets", but for real assets. massif.substack.com/p/real-asset-c…
Just released on Latticework: Boston Beer: Inflection Opportunity at America’s Largest Craft Brewer - Presentation at Wide-Moat Investing Summit 2025 latticework.com/p/boston-beer-…
Just released on Latticework: Idea Snapshots: Golar LNG, Applied Materials, Nu Holdings, ZIM Shipping, EOG Resources, and More - Post-Earnings Updates and Quick Idea Theses on Selected Companies latticework.com/p/idea-snapsho…
Just released on Latticework: Earnings Update: Extracting Signal from CEO/CFO Commentary - Insights and Ideas for Intelligent Investors latticework.com/p/earnings-upd…
Just released on Latticework: Allfunds: Durable Growth and Misunderstood Business Model - Presentation at Wide-Moat Investing Summit 2025 latticework.com/p/allfunds-dur…
Just released on Latticework: Weekly Inspiration - Wisdom, Insights, and Ideas for Intelligent Investors latticework.com/p/weekly-inspi…
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