Dear members,

Twelve wonderful idea talks at Best Ideas Omaha 2022 are now available for replay.

Enjoy!

—John

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Zooming out - Ravi Nagarajan

2. Bubble stocks - Ray Dalio

3. Hwang's story - Trung Phan

4. Googlenomics - Steven Levy

5. Impactful stories - Ryan Holiday

6. Rich and wealthy - Morgan Housel

7. Emerging markets - Igor Vasilachi

8. Hohn's uniqueness - Stephen Taub

9. Thinkers and doers - Rohit Krishnan

10. Cocktail party ideas - Dan Luu

11. Out-of-control deficits - Niels Jensen

Letters, Presentations, Writeups...

Industry Insights: aerospace and defense | artificial intelligence | biotechnology | energy | entertainment | health care | marketplaces | news | sports | travel

Letters & Commentaries: Alta Fox | Andorra | Apollo Asia | DMZ | Graham & Doddsville | Horizon | LRT | Massif | Moody's | Old West | Silver Ring | Upslope

Company Writeups: Align Tech | Alphabet | Carvana | Inotiv | Meta | Netflix | Pantheon Resources | Party City | Tilly's | TSMC | WB Discovery | Western Digital

Company Slides: ABInBev | Adecco | Ambev | CF | Cognizant | ConocoPhillips | Crocs | Dominion Energy | eBay | Franchise Group | ICE | Lee | NortonLifeLock

5 Podcasts We Are Listening to This Week

1. TWIII - Elliot, Phil, John on issues in corporate governance

2. Long View - Jim Grant on the impact of rising interest rates

3. I Am Home - Ted Weschler on Berkshire and his path in investing

4. Business Brew - Craig Fuller on the impending freight recession

5. Masters in Business - Michael Lewis on his journey to Wall Street

5 Videos We Are Watching This Week