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.
Just released on Latticework: Weekly Inspiration - Wisdom, Insights, and Ideas for Intelligent Investors latticework.com/p/weekly-inspi…
Just released on Latticework: Louisiana-Pacific: Share Cannibal with Hidden Growth Engine - Presentation at Wide-Moat Investing Summit 2025 latticework.com/p/louisiana-pa…
KNA Capital CIO @toddwenning recently presented on #HWDN at the 2025 @manualofideas Global Wide Moat Conference. You can view and listen to Todd's presentation using the link below. kna-capital.com/content/howden…
Just released on Latticework: The Essays of Warren Buffett: Wisdom of the Greatest of All Time - Exclusive Interview with Lawrence A. Cunningham latticework.com/p/the-essays-o…
Just released on Latticework: Weekly Inspiration - Wisdom, Insights, and Ideas for Intelligent Investors latticework.com/p/weekly-inspi…
Just released on Latticework: Lyft: Underappreciated Turnaround With Cash Generation and Growth - Presentation at Wide-Moat Investing Summit 2025 latticework.com/p/lyft-underap…
Just released on Latticework: Why Accounting Falls Short; What Investors Should Really Watch - Exclusive Interview with Baruch Lev on "The End of Accounting" latticework.com/p/why-accounti…
Fascinating conversation and pitch with @AboveAvgOdds and Toan Tran on $ASTS! I knew very little coming in and learned a ton. I'm curious what the hive mind thinks. Go check it out!
In a new episode of @twiii_podcast, co-hosts @ElliotTurn and @JMihaljevic welcome Ryan O'Connor of Crossroads Capital and Toan Tran of 10 West Advisors to discuss the investment case for AST SpaceMobile $ASTS. Enjoy! podbean.com/eas/pb-m64tv-1…
In a new episode of @twiii_podcast, co-hosts @ElliotTurn and @JMihaljevic welcome Ryan O'Connor of Crossroads Capital and Toan Tran of 10 West Advisors to discuss the investment case for AST SpaceMobile $ASTS. Enjoy! podbean.com/eas/pb-m64tv-1…
Real Asset Chartbook Week #14 A little copper context to help understand why the copper tariffs make no sense. We also discuss the history of US Trade Policy and why it causes narcolepsy in American historians. open.substack.com/pub/massif/p/r…
Just released on Latticework: Weekly Inspiration - Wisdom, Insights, and Ideas for Intelligent Investors latticework.com/p/weekly-inspi…
If you’re building a financial advisory or investment management firm, don’t miss this conversation. It is full of gems by Dave Sather who has built a $2+ billion firm from scratch.
Just released on Latticework: Dave Sather on Building an Enduring Financial Advisory Firm - Exclusive Interview with Tyler Howell of MOI Global latticework.com/p/dave-sather-…
Just released on Latticework: Dave Sather on Building an Enduring Financial Advisory Firm - Exclusive Interview with Tyler Howell of MOI Global latticework.com/p/dave-sather-…
Just released on Latticework: Weekly Inspiration - Wisdom, Insights, and Ideas for Intelligent Investors latticework.com/p/weekly-inspi…
Just released on Latticework: Piramal Pharma: Capacity Expansion Supports Strong Growth Prospects - Presentation at Asian Investing Summit 2025 latticework.com/p/piramal-phar…
Just released on Latticework: Noah Snyder on Case Studies in Programmatic Acquirers, and the Distinction vs. Serial Acquirers - Exclusive Interview with the founder of Snöboll Capital latticework.com/p/noah-snyder-…
"Patience in investing is like a seed in winter; it waits quietly to unveil its purpose at the arrival of spring." —Value Philosopher
"True value lies not in the flicker of market trends, but in the unwavering glow of enduring fundamentals." —S.F. Caldwell
Reversing which fuels get subsidies and which get penalized every time control of Washington shifts is about the stupidest way to run an energy system that needs long term planning and stable supply chains.