Dear members,

Join us on Wednesday and Thursday for our first-ever online edition of Latticework.

I am excited to learn from a terrific group of hosts and speakers. View the agenda.

To join us LIVE via Zoom, simply click the following links at the stated times:

• 12/15, 8am ET: Chris Goulakos & Howard Marks

• 12/15, 9am ET: Scott Miller & Savneet Singh

• 12/15, 10am ET: Bryan R. Lawrence

• 12/15, 11am ET: Saurabh Madaan & Michael Mauboussin

• 12/15, 4:30pm ET: Rishi Gosali & Ho Nam (LIVE only)

• 12/16, 9am ET: Elliot Turner & Nick Devlin

• 12/16, 1:30pm ET: Ram Parameswaran & Dan Lewis

In addition, my upcoming conversations with Peter Mantas and Glenn Surowiec will be released on the MOI Global website according to the agenda.

Please note: The session with Rishi Gosalia and Ho Nam will be neither recorded nor transcribed, so be sure to tune in LIVE if at all possible.

I look forward to learning and growing together at Latticework 2021!

Warmly,

John

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Mechanical king - Rohit Krishnan

2. Effort hypothesis - Nathan Brooks

3. People that scale - Pedro Franceschi

4. Japanese equities - Daniel Gladiš

5. Volatility takes a bite - Chris Mayer

6. Many worlds of enough - Lawrence Yeo

7. Apple's supply challenge - Cheng Ting-Fang

8. Lessons in habitual saving - Conor MacNeil

9. Equity comensation in tech - Niya Dragova

10. Credit-driven overvaluation - Philip Pilkington

11. Amazon's monopoly flywheel - Stacy Mitchell

Letters, Presentations, Writeups...

Industry Insights: drone delivery | food and beverage | metaverse | nuclear

Letters & Commentaries: ARP | ETHZ | J.P. Morgan | Merrill | Moody's | Oaktree

Company Writeups: Amazon | Cable One | Crocs | Dole | Goedeker | Nintendo | Refining NZ | Replit | Sportsman's Warehouse | Twitter

Company Slides: AZO | BF | Broadcom | Lee | Stitch Fix | TPL | Wiley | Woodside

5 Podcasts We Are Listening to This Week

1. a16z - Andrew Chen et al. on kickstarting network effects

2. Acquired - Hamilton Helmer on the "7 Powers" framework

3. Making Sense - Sam Harris and Oliver Burkeman on deep time

4. Compounders - Ben Gliklich on specialty chemical megatrends

5. Venture Unlocked - Peter Hebert on multi-generational success

5 Videos We Are Watching This Week