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Member News and Reading Inspiration
Dear members,
We are coming to you a day early this week!
We recently hosted our tenth-annual Wide-Moat Investing Summit, and the sessions are now available for your enjoyment.
You'll discover great businesses and timely ideas, including Align Technology, Azenta, Container Store, Copart, Countryside Partnerships, Intuit, LGI Homes, Rentokil Initial, Ross Stores, Spotify, Universal Music Group, and others.
Best wishes,
John
MOI Global - Selected Highlights
Ryan O'Connor of Crossroads Capital presented his thesis on Countryside Partnerships (UK: CSP) at Wide-Moat Investing Summit 2022.
Samir Patel of Askeladden Capital presented his investment thesis on LGI Homes (US: LGIH) at Wide-Moat Investing Summit 2022.
Daniel Prather of Brasada Capital Management presented his thesis on Azenta (US: AZTA) at Wide-Moat Investing Summit 2022.
Quote We Are Contemplating This Week
"Do not spoil what you have by desiring what you have not; remember that what you now have was once among the things you only hoped for." —Epicurus
11 Articles We Are Reading This Week
Lifestyles - Morgan Housel
Empire of pain - Frederik Gieschen
End of indexing - Niels Jensen
Listerine royalties - Devin LaSarre
Brewster's millions - Bogumil Baranowski
Inflation miscalculation - Joseph Politano
Embrace the curious life - Rohit Krishnan
Risk capital and markets - Aswath Damodaran
Problem of credit in macro - Brian Romanchuk
Science and consciousness - Erik Hoel
Academic citations and ideas - Matt Clancy
Letters, Presentations, Writeups...
Industry Insights: buy now, pay later | cloud software | oil | plastics | SPACs
Letters & Commentaries: Apollo Asia | Ballina | Cypress | J.P. Morgan | LRT | Merrill | Moody's | Nordic | Octahedron | Rowan Street | SVN | Tsai | Vltava
Company Writeups: Nintendo | Scotts Miracle-Gro
Company Slides: Athabasca Oil | Levi Strauss | NovaGold | WD-40
Chart of the Week: Poland vs. Emerging Markets
Source: Bloomberg.
5 Podcasts We Are Listening to This Week
TWIII - Vitaliy Katsenelson on the stoic "operating system"
Longriver - Mike McGaughy on deeply out-of-favor markets
VI with Legends - Amy Zhang on identifying great potential
Chit Chat Money - Bill Mann on the case for Markel Corp.
Value Perspective - Carson Block on the art of short-selling