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Member News and Reading Inspiration
11 Articles We Are Reading This Week
Embargo - Roger Lowenstein
Stagflation - Sean Stannard-Stockton
Putin's war - Francis Fukuyama
Tech and war - Ben Thompson
Study of fame - Rohit Krishnan
Taiwan as analogy - Andrew Scobell
Discounted cash flows - Steve Cooper
Germany's alternatives - Claus Hecking
Buffett's letter, annotated - Vishal Khandelwal
Economic forecasts in investing - François Sicart
Confucius and the whistleblower - Peter Wei
Letters, Presentations, Writeups...
Industry Insights: e-commerce | energy | mealkits | metaverse | SPACs
Letters & Commentaries: Cypress | ETH Zurich | Goldman Sachs | J.P. Morgan | McIntyre | Moody's | Peterson | Semper Augustus | Tao Value
Company Writeups: EPAM Systems | HashiCorp | Planet Labs
Company Slides: Amplify Energy | Asana | Campbell's | DocuSign | Franco-Nevada | JD.com | Oatly | Stitch Fix | United Natural Foods | Wheaton | Wiley
Quote We Are Contemplating This Week
"Time will multiply whatever you feed it. Good habits make time your ally. Bad habits make time your enemy." —James Clear
Chart of the Week: Short Squeeze in Nickel
Source: https://twitter.com/Schuldensuehner/status/1501103907015213059
5 Podcasts We Are Listening to This Week
TWIII - Elliot, Phil, John on "safe" assets amidst the chaos
Venture Stories - Josh Wolfe on technology and defense
Against the Rules - George Saunders on the value of failure
Insecurity Analysis - Dan McMurtrie on longevity in investing
Grant's Current Yield - John Hamburger on restaurants