Intelligent Investing 100

Tom Russo: How to Underwrite Family-Controlled Businesses

Deep dive: Count the votes, find the other doors, read ten years of spending, check who got paid, and name the next hand. Learn to run all five tests…

Sep 30 • MOI Global Equity Research

1:40:51

Arnold Van Den Berg: A Mind Trained to Value

Visualization, Rules of Thumb, and the Patience to Use Them

Sep 29 • MOI Global Equity Research

53:10

Ed Wachenheim: The Quiet Compounder

Common Stocks and Common Sense at Greenhaven

Sep 22 • MOI Global Equity Research

1:09:31

Chris Bloomstran: Build the Five-Factor Model, One Step at a Time

Split any company's shareholder return into sales, share count, margin, multiple, and dividend. Learn how to identify the lever that is carrying your…

Sep 16 • MOI Global Equity Research

1:38:43

Tom Russo: The Capacity to Suffer

Family Control, Reinvestment, and the Price of Patience

Sep 15 • MOI Global Equity Research

1:06:19

Murray Stahl: Owning What Cannot Be Indexed

Owner-Operators, Dormant Assets, Spin-offs, Exchanges, Royalties

Sep 8 • MOI Global Equity Research

1:09:21

Howard Marks: Higher-Level Thinking

A Different, and Better, Approach to Risk

Sep 2 • MOI Global Equity Research

1:02:12

Bob Robotti: Turning Over Rocks

Value, Patience, and an Owner’s Mindset

Aug 25 • MOI Global Equity Research

1:09:59

Chris Bloomstran: The Flawed Bulb

Letters, Discipline, and the Price You Pay

Apr 22 • MOI Global Equity Research

1:06:16

Honoring Murray Stahl: Replay of a Fireside Chat with the Legendary Investor at Latticework 2018

Exclusive Interview in Special Series, Intelligent Investing 100

Apr 14 • MOI Global Equity Research

1:01:28

Shaun Heelan on Complacency, the AI Capital Trap, Passing on Vistry Group, and a High-Conviction Idea

Special Episode of This Week in Intelligent Investing

Apr 13 • MOI Global Equity Research

1:25:11

Richard Oldfield on His Book, and How Value Investing Has Changed

Exclusive Interview in Special Series, Intelligent Investing 100

Nov 12, 2025 • Alex Gilchrist and MOI Global Equity Research

58:57

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts