- MOI Global
- Posts
- Member News and Reading Inspiration
Member News and Reading Inspiration
Dear members,
Welcome to our new look!
We are experimenting with a new email service provider, Revue, which has been acquired by Twitter and is innovating at a fast pace.
I welcome your feedback and suggestions.
Warmly,
John
MOI Global - Selected Highlights
Jon Bathgate on the Key Players and Trends in the Semiconductor Industry | MOI Global — moiglobal.com
We had the pleasure of speaking with Jon Bathgate of NZS Capital about the competitive landscape of the semiconductor industry.
We had the pleasure of speaking with fellow member and former hedge fund manager Marc Rubinstein, author of Net Interest.
Ram Parameswaran of Octahedron Capital updated the firm's investment thesis on Alibaba, the largest position for Octahedron investors.
We had the pleasure of speaking with Bryan R. Lawrence of Oakcliff Capital, based in New York. The conversation took place in April 2021.
In this interview, Chris discusses his investment approach; the past, present, and future of Aimia; Clear Media; AMA Group; and much more.
Quote We Are Contemplating This Week
"The self is not something ready-made, but something in continuous formation through choice of action." ―John Dewey
11 Articles We Are Reading This Week
Investor taxes - Aswath Damodaran
Entertainment - Matthew Ball
Play your game - Morgan Housel
Scarcity struggle - Frederik Neckar
Weighting China - Nick Schmitz
Inflation impulses - Mehdi Mahmud
Tech and inflation - Lyall Taylor
Looking at cancer - David Craig
Mortgage mayhem - Marc Rubinstein
Show what's special - Joel Cohen
EMH counterexample - Bradford Cornell
Letters, Presentations, Writeups...
Industry Insights: air cargo | audio content | copper | prescription drugs | serverless | shipping | steel
Letters & Commentaries: AXA | Bank of China | Bonhoeffer | Cloudflare | ETH Zurich | Hosking Partners | NZS Capital | Pictet | Third Point
Company Slides & Writeups: Ametek | Cigna | Comstock Resources | Cooper-Standard | Deutsche Börse | Fortis | ITT | Jumia Technologies | Kelly Partners | Magna | Scorpio Tankers | Tripadvisor
5 Podcasts We Are Listening to This Week
TWIII - Elliot, Phil & John discuss timely and timeless investing topics
MacroVoices - Dylan Grice on inflation and bond yields
Business Brew - George Livadas discusses his investment framework
Recode Media - Brad Stone and Jason Del Rey on Jeff Bezos' empire
Acquirers Podcast - Dan Zwirn on deep value special situations