I recently spent an amazing week at MOI Global Ideaweek 2020, a retreat for like-minded value investors and wisdom-seekers. The motto was: „A single conversation with a wise person is worth a month’s study of books.” — Chinese Proverb It was a magical, relaxed, and uplifting environment in St. Moritz. Nothing like traditional, fast-paced conferences. I…
Tag: MOI Global
The Four Pillars of the Good Life: Health, Wealth, Love, and Happiness
Update: I have written a short handbook about all the tools and methods that have helped me overcome my darkness. It’s available on Kindle in English (and German). [This is a talk I recently gave at Ideaweek 2020 by MOI Global.] When preparing the remarks to share with you, I was reminded of the Stanford…
Real Estate Investing Framework
[This is a talk I recently gave at The Frankfurt Conversation 2019 by MOI Global.] I’d like to summarize some of the lessons I learned from helping to run a buy and hold real estate portfolio: Lesson 1: Find a framework Before my involvement, I had no prior experience in the real estate industry. So…
Investing Lessons from Running a Startup
[This is an edited version of a talk I recently gave at a MOI Global event.] I’d like to share some of the lessons I learned from being a startup founder, and how these can be applied to investing: Lesson 1: I’m a better investor because I was a founder As Warren Buffett famously said:…
How to Identify Great Capital Allocators?
This was the topic at the recent MOI Global Zurich chapter dinner I attended. Here I summarize my notes and thoughts on this topic. I understand capital allocation as follows: How do companies spend their limited resources, be it capital, time, or mental resources, so that they create the maximum amount of value per invested…