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Member News and Reading Inspiration

December 17, 2022

Dear members,

Latticework 2022 was a great success! I am deeply grateful to my colleague Tyler Howell for hosting the event and to the wonderful speakers -- Chris Bloomstran, Ian Clark, Chris Goulakos, Howard Marks, Tom Russo, Will Thomson, and Christopher Tsai -- for sharing their wisdom.

Audio replays should be available to all members over the next week. In the meantime, listen to an excerpt of Chris Goulakos' chat with Howard Marks.

A note regarding the migration of this newsletter to a new email service provider: We have used Revue, a Twitter subsidiary, to bring this weekly email to you. Twitter is shutting down Revue in January, and we will migrate to a new provider. Should you find yourself not receiving the newsletter, please check your spam folder or email [email protected].

Happy holidays!

John

11 Articles We Are Reading This Week

  1. Sea change - Howard Marks

  2. Hundred-bagger - Chris Mayer

  3. Herald of change - Frederik Gieschen

  4. Selected interviews - CBS students

  5. End of globalization - Kevin Xu

  6. New conglomerates - Marc Rubinstein

  7. Nurturing crazy ideas - Ravi Nagarajan

  8. Soviet collapse lessons - Jordan Schneider

  9. Consoles and competition - Ben Thompson

  10. Storification of technology - Rex Woodbury

  11. Artificial general intelligence - Rohit Krishnan

Letters, Presentations, Writeups..

Letters & Commentaries: Desert Lion | LRT | Nordic | Oaktree | SVN Capital

Quote We Are Contemplating This Week

"People get stuck as they get older. Our minds are sort of electrochemical computers. Your thoughts construct patterns like scaffolding in your mind. You are really etching chemical patterns. In most cases, people get stuck in those patterns, just like grooves in a record, and they never get out of them. It’s rare that you see an artist in his 30s or 40s able to really contribute something amazing. Of course, there are some people who are innately curious, forever little kids in their awe of life, but they’re rare." —Steve Jobs

Member Events

This section lists selected offline events. Reply for details.

  • Miami Member Dinner, hosted by Pedro Zuloaga (Jan. 24, 2023)

  • London Member Dinner, hosted by Alex Gilchrist (Mar. 16, 2023)

  • Munich Member Dinner, hosted by John Mihaljevic (Apr. 20, 2023)

  • Best Ideas Omaha 2023, Omaha, Nebraska (May 5, 2023)

  • Miami Member Dinner, hosted by Pedro Zuloaga (May 9, 2023)

  • Zurich Member Dinner, hosted by John Mihaljevic (May 10, 2023)

  • Frankfurt Member Dinner, hosted by John Mihaljevic (May 25, 2023)

  • The Zurich Project 2023, Zurich, Switzerland (Jun. 6-8, 2023)

  • Latticework New York 2023, The Yale Club of NYC (Dec. 12, 2023)

5 Podcasts We Are Listening to This Week

  1. Business Brew - Bob Robotti on finding cyclicals on the upswing

  2. Capital Allocators - Charles Ellis on active vs. passive investing

  3. Invest Like the Best - Bill Lenehan on commercial real estate

  4. Freakonomics Radio - Stephen Dubner on the real Adam Smith

  5. Compounding Curiosity - Steve Vines on Hong Kong and China

5 Videos We Are Watching This Week