Sitemap - 2025 - Latticework by MOI Global
European Investing Summit 2025: Diageo, Domino's, Novo Nordisk, Topicus, Volkswagen, and More
SMCP: Accessible Luxury With Margin Upside and High FCF Yield
Novo Nordisk: Priced for Stability, Ignoring the Strong Pipeline
Polaris Renewable Energy: Attractive FCF Yield, with Upside Optionality
The Grave Dancer's Playbook: How Sam Zell Built a $5+ Billion Fortune
Bill Coleman on Time Arbitrage, Portfolio Management, and Learning from Mistakes
Kadokawa: Media Leader Capitalizing on the Anime and Manga Boom
Latticework 2025: Tom Russo on Finding Global Compounders
Latticework 2025: Ed Wachenheim on Homebuilders, Contrarian Investing
Latticework 2025: Bob Robotti on Finding Exceptional Value in Neglected Industrials
Latticework 2025: Tom Gayner on the Architecture of Enduring Compounding
Latticework 2025: Chris Bloomstran on Navigating a Secular Peak
Latticework 2025: Christopher Tsai on Great Leaders, Finding the Next Multi-Bagger
Latticework 2025: A Deep Dive into Search Funds, with the CEO of Kingsway Financial Services
Latticework 2025: The FNX Playbook 2.0 with Magna Mining
Howden Joinery: Depot Autonomy, Vertical Control Create Moat
Hidden Investment Treasures: Real-Time Case Studies in Value Investing
Addus: Capitalizing on Consolidation in Fragmented Industry
Learning from Michael van Biema: Value Investor, Manager Selector, Trusted Advisor
Build-A-Bear: Misunderstood Retailer, Underappreciated Brand Licensor
Carl Icahn's Journey as Raider, Investor, and Owner Advocate
ASML: Strengthening Advantages in Critical Global Industry
Ryanair: Capital Efficiency, Low-Cost Leadership in European Aviation
FULLY BOOKED - Subscriber Exclusive: Secure a Seat at Latticework New York 2025
Floor & Decor: Flywheel Dynamics Powering Market Share Expansion
LPL Financial: The Operating System for Wealth Management Advisors
Five Ideas: Abercrombie & Fitch, Brown-Forman, Canadian Solar, Kohl's, Sibanye-Stillwater
Earnings Update: Extracting Signal from CEO/CFO Commentary
Boston Beer: Inflection Opportunity at America’s Largest Craft Brewer
Idea Snapshots: Golar LNG, Applied Materials, Nu Holdings, ZIM Shipping, EOG Resources, and More
Earnings Update: Extracting Signal from CEO/CFO Commentary
Allfunds: Durable Growth and Misunderstood Business Model
Earnings Update: Extracting Signal from CEO/CFO Commentary
Boeing: Why the Ortberg Era Could Mark a Turning Point
Topgolf Callaway: Two-in-One Value Play With Insider Buying, Catalyst
Louisiana-Pacific: Share Cannibal with Hidden Growth Engine
The Essays of Warren Buffett: Wisdom of the Greatest of All Time
Lyft: Underappreciated Turnaround With Cash Generation and Growth
Why Accounting Falls Short; What Investors Should Really Watch
Dave Sather on Building an Enduring Financial Advisory Firm
Piramal Pharma: Capacity Expansion Supports Strong Growth Prospects
Noah Snyder on Case Studies in Programmatic Acquirers, and the Distinction vs. Serial Acquirers
Jupiter Wagons: Well-Run, Owner-Operated Rail Freight Car Leader
The True Nature of Compounders, and Why Patience Is an Investor's Greatest Asset
Zoomlion: Structurally Reforming Construction Machinery Leader
Alphapolis: Manga/Anime Publisher With Unique Business Model
UTI: Leader in Underpenetrated Mutual Fund Market in India
Repco Home Finance: Deep Value Opportunity in Affordable Housing
MAS Financial: Non-Banking Financial Company With Strong Track Record
WCM Portfolio Manager Shares His Thesis on Composite Decking, Analog Semiconductors
Major Cineplex: Cinema Leader, Owner-Operated Share Cannibal
Brooks Running CEO on Outpacing Goliath Competitors
A Superinvestor Reflects on Decades of Investing in Asian Equities
Quality Shareholders: How the Best Managers Attract and Keep Them
Primer on Semiconductors: Types of Chips, Leading Chip Makers, and the Use of Chips in AI
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 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