MOI Global ✓

@manualofideas · Zurich, Switzerland · joined 27 Apr 2009

Through invitation-only events and member publications, MOI Global fosters a community of intelligent investors united by a passion for lifelong learning.

29 910Followers

2 574Following

12 594Posts total

12.9KViews on collected posts

Derniers posts

MOI Global ✓@manualofideas23 Sep

An asset discount has no closing date. Amit Wadhwaney separates cheapness from the timing of its recognition. Can the business—and the investor—finance the wait? Debt can force a sale before value is realized. 1.2K views · 3 likes · 0 reposts · 1 replies Open on X →

MOI Global ✓@manualofideas22 Sep

Cheap shares can become a different investment. François Rochon described selling when his original reasons for ownership no longer applied. Would you buy today for the same reasons? If they changed, evaluate the new thesis from scratch. 1.4K views · 6 likes · 0 reposts · 0 replies Open on X →

MOI Global ✓@manualofideas21 Sep

The most widely read piece in our latest Weekly Inspiration newsletter: Ravi Nagarajan of The Rational Walk on Berkshire's completed succession. Buffett is now Chairman Emeritus, Howard Buffett is Chairman, Greg Abel runs the company. Ravi's three open questions: who Abel 1.1K views · 1 likes · 0 reposts · 0 replies Open on X →

MOI Global ✓@manualofideas21 Sep

Cash generation is only half the capital-allocation question. Don Yacktman also asks what management does with retained cash. Trace reinvestment, acquisitions, debt repayment and payouts over several years. Then examine what each decision produced. 4.4K views · 9 likes · 0 reposts · 0 replies Open on X →

MOI Global ✓@manualofideas19 Sep

What must a business deliver to justify its share price? Michael Mauboussin starts there. Join Latticework’s free newsletter for weekly reading picks and our 89-page investment wisdom book in your welcome email. https://t.co/TRHIwOv6ce 4.7K views · 6 likes · 0 reposts · 0 replies Open on X →

Face aux comptes de taille comparable

5 posts des 90 derniers jours, à côté de la tranche de 10K–100K abonnés. diffusé largement, mais peu de ces spectateurs réagissent.

Vues médianes1 389ce compte924médiane pour 10K–100K

Portée, %4.64%ce compte3.62%médiane pour 10K–100K

Engagement, %0.23%ce compte1.52%médiane pour 10K–100K

Indicateur	Ce compte	Médiane pour 10K–100K	Rapport
Vues médianes par post	1 389	924	1.50×
Portée (vues ÷ abonnés)	4.64%	3.62%	1.28×
Taux d'engagement	0.23%	1.52%	0.15×

Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

4.7K19 Sep

4.4K21 Sep

1.1K

1.4K22 Sep

1.2K23 Sep

Last 5 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.15%19 Sep

0.23%21 Sep

0.09%

0.43%22 Sep

0.32%23 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes64.1%25 in total

Replies2.6%1 in total

Quotes5.1%2 in total

Bookmarks28.2%11 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.