Latticework by MOI Global

Jan 23 2025 12 ep. 26 mins 8

Latticework by MOI Global Podcast artwork

Wisdom-packed interviews and talks on investing, business, and life, presented by Latticework. Powered by MOI Global, Latticework brings together intelligent investors on a journey of lifelong learning.

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Mohnish Pabrai on His Coal Thesis and the Mental Model Behind It

Jan 23 2025 15 mins

This is a free preview of a paid episode. To hear more, visit www.latticework.comTwo days ago I had the distinct pleasure of speaking with value superinvestor Mohnish Pabrai, managing partner of the Pabrai Investments Funds, for more than an hour.Mohnish discussed his investment thesis on the coal industry and put it in the broader context of investing in capital-starved industries

Chuck Akre on Winning Big by Investing in High-Quality Businesses

This is a free preview of a paid episode. To hear more, visit www.latticework.comWe continue this series with a classic interview with superinvestor Charles T. “Chuck” Akre, Jr., founder of Akre Capital Management.In the wide-ranging conversation, Chuck talks about his early days in investing, how he refined his investment approach over time, red flags when it comes to evaluati

Chuck Royce: Pioneering Lessons in Small-Cap Value Investing

Jan 09 2025 24 mins

This is a free preview of a paid episode. To hear more, visit www.latticework.comWe continue this series with a classic interview with legendary small-cap value investor Charles M. Royce, the founder of Royce Investment Partners, based in New York City. Chuck has spent more than five decades at his namesake firm and more than six decades in the investment field.This interview was c

17-Year Drought Finally Ending for European Small- and Micro-Caps?

Jan 07 2025 4 mins

This is a free preview of a paid episode. To hear more, visit www.latticework.comAre European small- and micro-caps on the cusp of major outperformance? Brian Chingono of Boston-based asset manager Verdad presents the in-depth research that backs up such an assertion.Thesis SummaryBased on Verdad’s analysis, * Europe offers a unique opportunity because the region has been under-a

Ed Wachenheim: How a Contrarian Mindset Leads to Outperformance

Jan 02 2025 37 mins

This is a free preview of a paid episode. To hear more, visit www.latticework.comThis conversation is part of our special series, Intelligent Investing 100. Every week for one hundred weeks we bring you an exclusive segment with a recognized thought leader in the field of investing. Stay tuned for a new release every Thursday at 11:30am ET.We continue this series with insights from

Arnold Van Den Berg: Five Decades of Investing and Life Lessons

Dec 19 2024 20 mins

This is a free preview of a paid episode. To hear more, visit www.latticework.comThis conversation is part of our special series, Intelligent Investing 100. Every week for one hundred weeks we bring you an exclusive segment with a recognized thought leader in the field of investing. Stay tuned for a new release every Thursday at 11:30am ET.We are pleased to continue this series wit

KPG: Building the "Constellation Software" of Accounting

Dec 17 2024 30 mins

This is a free preview of a paid episode. To hear more, visit www.latticework.comEarlier this month I had the pleasure of speaking with Brett Kelly, founder and CEO of Kelly Partners (ASX: KPG), about his entrepreneurial journey and his vision for compounding shareholder value at KPG over the long term.If you examine the historical track record of Kelly Partners, you will notice a

Tom Russo on the Key to Success: Invest in Companies with Capacity to Suffer

Dec 12 2024 58 mins

We are pleased to continue this series with timeless insights from one of the most prominent long-term quality investors, Lancaster, Pennsylvania-based superinvestor Thomas A. Russo, managing member of Gardner Russo & Quinn.Over several decades of following the same investment strategy, Tom has delivered strong outperformance versus the benchmark.In this keynote presentation, Tom d

François Rochon: Beat the Market with Rationality, Humility, and Patience

Dec 05 2024 11 mins

This is a free preview of a paid episode. To hear more, visit www.latticework.comThis conversation is the first in a special series we are calling Intelligent Investing 100. Every week for the next one hundred weeks we will bring you an interview with a recognized thought leader in the field of investing. Stay tuned for a new release every Thursday at 11:30am ET.We kick off this se

Christopher Tsai and Peter C. Keefe: A Masterclass on Investing for Long-Term Outperformance

Dec 03 2024 30 mins

This is a free preview of a paid episode. To hear more, visit www.latticework.comThis conversation is truly a masterclass on investing in great businesses for the long term—and vastly outperforming industry peers and the broader market indices. Peter C. Keefe has quietly amassed one of the most impressive long-term track records in the business, and Christopher Tsai is well on hi