Dear members,

Our eleventh-annual Best Ideas online summit is coming up on January 17-20, featuring a terrific lineup of instructors from across the MOI Global community. Access is complimentary and exclusive to members. Registration is not needed -- simply visit the MOI Global website during the conference dates to enjoy the sessions as they are released over the course of four days.

In the meantime, enjoy audio replays of our Latticework 2022 summit, held at the Yale Club of New York City on December 13.

A note regarding the migration of this newsletter to a new email service provider: We have used Revue, a Twitter subsidiary, to bring this weekly email to you. Twitter is shutting down Revue in a couple of weeks, and we will migrate to a new provider. Should you find yourself not receiving the newsletter, please check your spam folder or email [email protected].

Best wishes,

John

11 Articles We Are Reading This Week

1. Four wishes - Jason Zweig

2. Crypto story - Matt Levine

3. How to think - Nick Sleep

4. Spotting a fraud - Gary Mishuris

5. Thinking abot risk - Aaron Pek

6. Zaslav's rocky ride - Steve Appleford

7. Japan's lost decade - Rei Saito

8. Volatility laundering - Cliff Asness

9. Thoughts on investing - Gene Hoots

10. AI, history, and science - Noah Smith

11. Five companies to watch - Vince Martin

Letters, Presentations, Writeups..

Industry Insights: artificial intelligence | automated teller machines | crude oil | crypto | metaverse | offshore drilling | semiconductors | software creation

Letters & Commentaries: Apollo | Absolute Return Partners | BlackRock | Citi | J.P. Morgan | LVS Advisory | Moody's | Octahedron | Sorfis | Vltava

Company Insights: Elastic | L'Oreal | Southwest | United Rentals | WWE

Company Slides: Conagra | Franklin Covey | Greenbrier | Lindsay | MSC | RPM | Schnitzer Steel | Simply Good Foods | Walgreens Boots Alliance

Quote We Are Contemplating This Week

Member Events

This section lists selected offline events. Reply for details.

• Miami Member Dinner, hosted by Pedro Zuloaga (Jan. 24, 2023)

• London Member Dinner, hosted by Alex Gilchrist (Mar. 16, 2023)

• Munich Member Dinner, hosted by John Mihaljevic (Apr. 20, 2023)

• Best Ideas Omaha 2023, Omaha, Nebraska (May 5, 2023)

• Miami Member Dinner, hosted by Pedro Zuloaga (May 9, 2023)

• Zurich Member Dinner, hosted by John Mihaljevic (May 10, 2023)

• Frankfurt Member Dinner, hosted by John Mihaljevic (May 25, 2023)

• The Zurich Project 2023, Zurich, Switzerland (Jun. 6-8, 2023)

• Latticework New York 2023, The Yale Club of NYC (Dec. 12, 2023)

5 Podcasts We Are Listening to This Week

1. Odd Lots - Ryan Petersen on the recession in global shipping

2. Tim Ferriss - James Clear on mastering habits, self-awareness

3. Jolly Swagman - Tyler Cowen on understanding/identifying talent

4. Moment of Zen - Marc Andreessen on Musk, Nietzsche, America

5. Investor's Podcast - Bill Nygren on Warner Bros., Lithia, Meta

5 Videos We Are Watching This Week