This Week in Intelligent Investing

Feb 27 2025 100 ep. 58 mins 186
This Week in Intelligent Investing Podcast artwork

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.

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Alex Morris on His New Book, "Buffett and Munger Unscripted", and Disney $DIS

Feb 27 2025 78 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Alex Morris, founder of the TSOH Investment Research Service, a long-term focused equity research service. Alex discusses key takeaways from his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings.

Tom Morgan on Curiosity, the Brain, Energy, Love, Investing, and More

Feb 11 2025 77 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Tom Morgan, founder of The Leading Edge, a network for personal evolution. Tom helps us understand the brain and how we think; where curiosity comes from and how it manifests; why love-organized systems are superior; and how these insights can make us better investors (though that’s not necessarily the point!).

Jon aka Borlaug: A Deep Dive on Life Sciences and Bioprocessing

Jan 27 2025 81 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Jon aka Borlaug for a deep dive on the life science space, covering the bioprocessors, CRO/CDMOs, and the diagnostics companies. Jon helps demystify this fascinating industry for generalists and offers sharp insights for specialists alike. We go in depth on why life science companies have suffered post-COVID and ho

Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook

Jan 22 2025 92 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O’Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Doug shares his wisdom on the state of the semiconductor industry, on topics like the key questions on how the industry is leading AI forward, the big winners of the AI race, an intriguing investment opportunity in the newest bottlene

Google's Antitrust Risks - Daniel Prather Lays Out Crossroads Capital's Thesis

Dec 14 2024 57 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Daniel Prather, Director of Research at Crossroads Capital, to discuss Google’s ongoing antitrust issues.

SPECIAL: Simon Kold Discusses His Book, On the Hunt for Great Companies

Nov 20 2024 46 mins  
In this special episode, John Mihaljevic welcomes Simon Kold, founder of Copenhagen-based Kold Investments and author of the newly released book, On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability.

Daniel Prather Unveils His Favorite Bargains in the UK Stock Market

Oct 07 2024 75 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Daniel Prather, Director of Research at Crossroads Capital, to discuss investment opportunities in the UK stock market. Daniel shares the investment theses behind three of his favorite ideas.

Phil Ordway Returns to Discuss the Equity Market Environment and Outlook

Oct 02 2024 60 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome former co-host Phil Ordway to discuss the current environment for equity investing and where returns might come from going forward.

Bill Chen on Public Equity Investing in Real Estate (Part 4)

Jul 15 2024 55 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill addresses premortem failure analysis, management quality, and related topics.

Bill Chen on Public Equity Investing in Real Estate (Part 3)

Jun 17 2024 64 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill explains how investors should think about the capital structure of REITs. He highlights Vornado Realty Trust as an example. This conversation is part three of a multi-part series.