Read a New Edition of The Manual of Ideas

We are pleased to share with you a new issue of The Manual of Ideas, the flagship research publication of MOI Global.


Replay David Barr at Intelligent Investing in Crisis Mode 2020

The Manual of Ideas LIVE

Download and print the latest MOI Global session transcripts. No need to wait for the next periodic edition of The Manual of Ideas to be published!

Discover the Latest Content

Intelligent Investing in Crisis Mode 2020

MOI Global hosted a special event to make sense of this unusual moment in history. We were pleased to bring members much-needed wisdom and ideas.

Replay the Sessions

Asian Investing Summit 2020

The 7th annual Asian Investing Summit, held on April 9-10, brought together great minds from the MOI Global network of intelligent investors.

Replay the Sessions

Enjoy the latest insights and ideas of MOI Global thought leaders:

El Caso del Petróleo en el 1T 2022

Así se ha comportado el sector del petróleo en el primer trimestre del 2022: la crisis energética continúa.

Crisis energética: la oportunidad en renta fija

Javier López Bernardo, CFA, Portfolio Manager de BrightGate Capital (España), comenta por qué la oportunidad energética está en renta fija y no renta variable. Además, comenta dos posiciones que tenía en cartera: Lukoil e Imperial Oil.

Sebastián Miralles sobre los altos precios del petróleo y recesión

Sebastián Miralles, CFA, CAIA, Managing Partner de Tempest Capital, explica cómo parar los altos precios del petróleo; por qué ya estamos en recesión, regionalización y el caso de México.

Por qué seguirán los precios elevados de los energéticos: El Caso del Petróleo

La situación del petróleo empieza también a asemejarse mucho a la que están viviendo el resto de los combustibles fósiles.

Oportunidades de inversión en 2020

¿En qué tipos de activos financieros será prudente invertir durante el 2020?

“Estamos convencidos de que nuestras carteras arrojan el mayor potencial de su historia”

Nuevas posiciones de Horos y algunas actualizaciones en el 3T 2019.

Jean Philippe sobre TPL (Actualización 2019)

Parece que TPL no trata muy bien a sus accionistas.

Horos sobre AerCap

AerCap compra aviones y los alquila a las aerolíneas.

El sector pétroleo en el 1T19

Un breve comentario sobre el sector petróleo en el primer trimestre de 2019.

Asian Investing Summit 2020

20+ Great Instructors, 20+ Great Ideas

Latticework New York 2020

In late 2020, members will meet at the Yale Club for the fifth annual Latticework. The summit explores the topic of mental models in a changing world. It has been lauded as a uniquely impactful forum of the best minds from the MOI Global community.

Speakers have included Charles de Vaulx, Tom Gayner, Howard Marks, Mohnish Pabrai, Chamath Palihapitiya, Tom Russo, Murray Stahl, Will Thorndike, Arnold Van Den Berg, and Ed Wachenheim.

Replay selected past sessions.

Ideaweek 2021

Ideaweek brings together inquisitive minds to explore ideas of consequence in investing, business, and life.

In February 2021, invited members of the MOI Global community will meet in St. Moritz, Switzerland for a week of skiing, discussion, and friendship. The fourth annual Ideaweek is a showcase of ideas, a platform for great conversations, and an opportunity to catalyze relationships with like-minded individuals.

Read impressions from the 2020 edition.

The Zurich Project 2021

In June 2021, a select group of fund managers and founders will come together for the fifth edition of this invitation-only forum in beautiful Switzerland. Investors building firms for the long term share experiences, best practices, and ideas in an intimate private setting, far from the demands of day-to-day business.

The Zurich Project has received acclaim for its unique culture of respect, camaraderie, and honesty.

See a few impressions.

The Frankfurt Conversation 2021

In November 2021, invited members of MOI Global will meet in Frankfurt, Germany, for a day of wisdom and idea sharing.

The Frankfurt Conversation will address selected topics related to intelligent investing in Europe and beyond.

In the past, invited members engaged with European superinvestors Daniel Gladis, Dr. Hendrik Leber, Guy Spier, and others.

Replay selected past sessions.

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Christopher Tsai on Navigating Through the Crisis of 2020

In an episode of The Zurich Project Podcast, Christopher Tsai talks about navigating a market crisis, both emotionally and financially.


From Momentum to Value: The Journey of Christopher Tsai