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Member News and Reading Inspiration

June 25, 2022

Dear members,

Wide-Moat Investing Summit 2022 is coming up this week!

As a member, simply visit the MOI Global website from Tuesday thru Friday and access the pre-recorded and LIVE sessions on a complimentary basis.

Have a wonderful week.

John

Quote We Are Contemplating This Week

"It’s easy to get drawn into focusing intently on macro. And there is no shortage of pundits telling you what will happen next. But there’s a large literature that shows that experts are poor predictors. Be macro aware and macro agnostic. Think probabilistically. No one knows." —Michael Mauboussin

11 Articles We Are Reading This Week

  1. Stagflation - Ray Dalio

  2. Powell shock - Joseph Politano

  3. Wrong advice - Jack Raines

  4. Judgment gap - Byrne Hobart

  5. Soul in the game - Ravi Nagarajan

  6. Three blind kings - David Samuels

  7. Make haste slowly - Chris Mayer

  8. Yield and volatility - Greg Obenshain

  9. Anarchy and utopia - Rohit Krishnan

  10. Institute of innovation - Mario Gabriele

  11. Independent discovery - Matt Clancy

Letters, Presentations, Writeups...

5 Podcasts We Are Listening to This Week

  1. TWIII - Elliot, Phil, John on investor fatigue and financial distress

  2. TED Interview - Steven Johnson on how enlightenment happens

  3. Business Brew - William Green shares his career and life lessons

  4. Future of Work - Dashun Wang on the science of hot streaks

  5. Insecurity Analysis - Marc Rubinstein on banks, payments, fintech

5 Videos We Are Watching This Week

The hedge-fund investor and author on his new book, "The Changing World Order."