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Member News and Reading Inspiration
Dear members,
Selected conversations from our Meet-the-Author Forum 2022, hosted by Alex Gilchrist, are now ready for your enjoyment.
The event brings together members of the MOI Global community and a select group of book authors in the pursuit of worldly wisdom.
Members have an opportunity to get in touch with great authors and gain insight into a range of relevant topics.
Have a wonderful week ahead.
John
MOI Global - Selected Highlights
Richard H. Lawrence, Jr. discussed his book, The Model: 37 Years Investing in Asian Equities, at MOI Global's Meet-the-Author Forum 2022.
Baruch Lev discussed The End of Accounting and the Path Forward for Investors and Managers at MOI Global's Meet-the-Author Forum 2022.
Sebastian Mallaby discussed The Power Law: Venture Capital and the Making of the New Future at the Meet-the-Author Summer Forum 2022.
Quote We Are Contemplating This Week
"In general, survival is the only road to riches. Let me say that again: Survival is the only road to riches." —Peter L. Bernstein
11 Articles We Are Reading This Week
Beijingology - Bjørnar Sverdrup-Thygeson
What to buy first - Greg Obenshain
Short seller's blues - Katia Porzecanski
Asia equity strategy - Herald van der Linde
Building rail projects - Eric Goldwyn
Ways the world works - Morgan Housel
Correlations go to one - Byrne Hobart
Haves and have-yachts - Evan Osnos
Tale of three acquisitions - Ravi Nagarajan
Reading history for lessons - Cedric Chin
Rethinking elements of investing - Larry Pitkowsky
Letters, Presentations, Writeups...
Industry Insights: airlines | copper | crude oil | delivery | energy transition | fusion | housing | insurance | net-zero aviation | restaurants | software
Letters & Commentaries: Alluvial | Alphyn | Artisan | August | Black Bear | Brasada | East 72 | Ensemble | Giverny | J.P. Morgan | Laughing Water | Miller | Moody's | Nordstern | Oaktree | Upslope | Wedgewood
Company Writeups: Admiral plc | Afya | Aston Martin | Charles Schwab | Krispy Kreme | Magnachip | Spectrum Brands | Spotify | XPeng
Company Slides: AutoNation | Bank of America | Biogen | Blackstone | Crown Castle | CSX | Danaher | D.R. Horton | Equifax | FCX | IQVIA | J&J | Lithia | Mattel | Nasdaq | Nokia | Seagate | SDI | Tractor Supply | Union Pacific
5 Podcasts We Are Listening to This Week
Greymatter - Reid Hoffman dispels myths about failure
50x Podcast - Rob Small on redeeming a painful loss
Infinite Loops - Dan McMurtrie on markets and policy
Tech Strategy - Jeff Towson on new digital business models
Invest Like the Best - Matthew Ball on metaverse investing