This Week in Intelligent Investing

Dec 14 2024 100 ep. 57 mins 184
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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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.

Bill Chen on Public Equity Investing in Real Estate (Part 2)

Jun 01 2024 71 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. This conversation is part two of a multi-part series.

Bill Chen on Public Equity Investing in Real Estate (Part 1)

May 20 2024 67 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill lays out the investment case for REITs from a long-term investor’s perspective.

Christopher Tsai on Investing in an Age of Disruption

Apr 03 2024 109 mins  
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Christopher Tsai, President and Chief Investment Officer of Tsai Capital Corporation. The trio covers a range of topics, with particular focus on intelligent investing in an age of disruption.

TWIII Podcast News, Retrospective, and Outlook

Feb 11 2024 19 mins  
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic share some podcast-related news of interest to our loyal listeners.