9 episodes

This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic, Chairman of MOI Global.

This Week in Intelligent Investing MOI Global

    • Investing
    • 5.0 • 17 Ratings

This Week in Intelligent Investing examines timely and timeless investment topics to help you become a better investor. Enjoy authentic, unscripted discussion, featuring Chris Bloomstran of Semper Augustus Investments Group, Phil Ordway of Anabatic Investment Partners, Elliot Turner of RGA Investment Advisors, and other thought-leading investors. The podcast is to you exclusively by MOI Global, the research-driven membership organization of intelligent investors. Your host is John Mihaljevic, Chairman of MOI Global.

    Investing as a Generalist | Options and Repurchases | The Golden Age of Fraud

    Investing as a Generalist | Options and Repurchases | The Golden Age of Fraud

    A discussion of (1) investing as a generalist: a manifesto, led by Elliot Turner; (2) games companies play with employee options and repurchases, led by Chris Bloomstran; (3) the golden age of fraud, led by Phil Ordway

    • 1 hr 25 min
    Another Blind Valuation Exercise | Sports Betting Industry | The Imperative of No

    Another Blind Valuation Exercise | Sports Betting Industry | The Imperative of No

    A discussion of (1) a "blind valuation" exercise, with analysis of equity valuation based on the numbers alone; (2) an overview of the sports betting industry, including size, growth, regulation, and selected ideas; and (3) the imperative of "no" -- the luxury of patience

    • 1 hr 34 min
    Investment Merits of Starbucks | I Investing Like It's 1999 | Blind Valuation Exercise

    Investment Merits of Starbucks | I Investing Like It's 1999 | Blind Valuation Exercise

    A discussion of (1) the long-term investment merits of Starbucks; (2) how today's stock market may or may not parallel the market of 1999; and (3) a blind valuation exercise, with analysis of two unnamed companies' key historical financial metrics

    • 1 hr 42 min
    Nick Sleep on Habits | Brokerage Sweeps | Psychology of Human Misjudgment

    Nick Sleep on Habits | Brokerage Sweeps | Psychology of Human Misjudgment

    A discussion of (1) a Nick Sleep quote on habits; (2) brokerage sweep options and how they have changed to the detriment of the small investor; and (3) an update on Charlie Munger’s The Psychology of Human Misjudgment

    • 1 hr 26 min
    How Public Companies Can Deserve Quality Shareholders, with Larry Cunningham

    How Public Companies Can Deserve Quality Shareholders, with Larry Cunningham

    Larry Cunningham and Phil Ordway discuss corporate governance (best and worst practices); capital allocation; insider incentives; indexers, transients, and quality shareholders; why quality shareholders add value; and how companies can deserve quality shareholders

    • 51 min
    Intersection of Position Management and Research | Berkshire Q2 Recap

    Intersection of Position Management and Research | Berkshire Q2 Recap

    A discussion of (1) the intersection of position management and research (led by Elliot Turner); (2) a preview of Larry Cunningham's guest appearance next week (led by Phil Ordway); and (3) a recap of Berkshire Hathaway's Q2 earnings report (led by Chris Bloomstran)

    • 1 hr 30 min

Customer Reviews

5.0 out of 5
17 Ratings

17 Ratings

jtkoster ,

My Favorite Investing Podcast

This is all-around one of the best and most useful podcasts around.

GSpier ,

Excellent

John Mihaljevic and his team at MOI always deliver enormous value.

zuloagap ,

Must listen investing podcast

Excellent investing podcast with detailed thoughtful discussion that helps improve our investment process.

Top Podcasts In Investing