Sitemap - 2025 - Latticework by MOI Global
Former Medtronic CEO's Leadership and Investing Lessons
IWG/Regus: Owner-Operated, Proven, Cash-Generative Model
Primer: Setting Up a Low-Cost Hedge Fund in Europe
Cristiano Souza: The Best Investor You've Never Heard Of
Eagle Materials: Best-in-Class Compounder in Building Materials
James Emanuel on the Essence of a Great Investment
UNFI: Grocery Distributor Coming Off Historically Low Margins
Capital Cycles in Practice: Selecting Investments in Today's Market
Three Differentiated Small Banks: UBAB, Northeast Bank, FFB Bancorp
Will Thomson of Massif Capital: Investing Off the Beaten Path in Real Assets
Golar LNG: Markedly Improved Thesis Due to Secular LNG Growth
How Peter Lynch's Classic Helps Us Outperform in Today's Market
Fairfax India: Well-Managed, Cheap HoldCo Exposed to India Growth
The Genius of Stan Druckenmiller: Lessons for Investors
Leading Family Office Investor Shares Strategy and Best Practices
Test Equipment Makers & Chip Designers and Manufacturers
Are the Hyperscalers Turning Themselves into the Telecom Companies of the Late 1990s?
Pinduoduo/Temu: Undervalued Owner-Operated Marketplaces
Why Every Investor Must Understand Capital Cycle Theory
Tariffs: Method to the Madness? What's an Investor to Do?
Why Fund Manager Alignment Is Key, and How to Achieve It
Jamie Dimon's Hard-Hitting Conversation at the Stanford GSB
Harbour Energy: Well-Financed, With Value-Accretive M&A
Daniel Vasquez on Allocating Private and Institutional Capital
The Humble Investor: How to Find a Winning Edge in a Surprising World
Sartorius: Entrenched Pure Play in Best Business in Life Sciences
Financial Shenanigans: How to Detect Fraud at Public Companies
Portland General Electric: Upside Surprises in Load Growth Ahead
Chris Mayer on Stocks that Return 100-to-1, and How to Find Them
UK Banking Market Dynamics, and Three Intriguing Players
Entravision: TV and Radio Operator With Valuable Digital Ad Businesses
Chris Bloomstran on His Philosophy, Annual Letters, and Berkshire
EDA Software Companies & Semiconductor Equipment Makers
Vistry Group: UK Homebuilder With Attractive Partnerships Model
Larry Pitkowsky on His Philosophy and Evolution as an Investor
How to Stand Out in the Hunt for Institutional Capital
Driven Brands: Classic GoodCo/BadCo Setup, With Multiple Catalysts
Haivision: Owner-Operated Growth Business at Attractive Valuation
Mohnish Pabrai on His Coal Thesis and the Mental Model Behind It
Emerging Manager Best Practices for Growing AUM
Energean: Owner-Operated, Shrewd Capital Allocator in Natural Gas E&P
Chuck Akre on Winning Big by Investing in High-Quality Businesses
Sonae: Well-Run, Owner-Operated Holding Company at Deep Discount
Chuck Royce: Pioneering Lessons in Small-Cap Value Investing
Lessons from Sir John Templeton, Global Contrarian and Superinvestor
17-Year Drought Finally Ending for European Small- and Micro-Caps?
How a Leading Outsourced CIO Firm Selects Managers
Artificial Intelligence Long-Short Setup (probably not what you think)
Hugo Boss: Well-Managed German Fashion and Lifestyle Brand
Ed Wachenheim: How a Contrarian Mindset Leads to Outperformance
Michael Mauboussin on Finding Wisdom in Unconventional Places