Dear members,

Save the date: We are excited to announce December 15, 2021 as the date of our next Latticework member event, to be held at the Yale Club of New York City. We are putting together a wonderful speaker lineup and will be in touch with registration information in the coming months.

Warmly,

John

MOI Global - Selected Highlights

Robert Mullin on the Investment Case for Commodity Companies | MOI Global — moiglobal.com

We are delighted to share a conversation with Robert Mullin, general partner and portfolio manager of Marathon Resource Advisors.

Larry Cunningham on Margin of Trust: The Berkshire Business Model | MOI Global — moiglobal.com

Lawrence Cunningham discussed Margin of Trust: The Berkshire Business Model, at our Meet-the-Author Summer Forum 2021.

François Rochon on the Investment Philosophy of Giverny Capital | MOI Global — moiglobal.com

We had the pleasure of speaking with quality-focused superinvestor François Rochon, president of Giverny Capital, based in Montreal.

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11 Articles We Are Reading This Week

1. Value - Massimo Fuggetta

2. Long term - Morgan Housel

3. Tiger cubs - Laurence Fletcher

4. SPAC scam - Brian DeChesare

5. Three lessons - Bogumil Baranowski

6. Lab-leak theory - Katherine Eban

7. Permanent capital - Sebastien Canderle

8. Prediction markets - Byrne Hobart

9. Brooklyn basketball - Sam Anderson

10. Ice cream machines - Andy Greenberg

11. Accounting red flags - Aaron Pek

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Industry Insights: cloud computing | commodities | financial exchanges | lumber | social media | SPACs | watches

Letters & Commentaries: AXA | JP Morgan | Moody's | Pender

Company Slides & Writeups: Baytex | CoucheTard | Docusign | Enbridge | Endeavour Mining | Energy Transfer | Fortis | Fortum | Harbourvest | Narayana Health | Paytm | Salesforce | Virgin Galactic

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GSCI Commodities Index Relative to DJIA, 1917-2021

6 Podcasts We Are Listening to This Week

1. TWIII - Elliot, Phil & John discuss timely and timeless investing topics

2. Odd Lots - Dan Ariely on how to win by betting on human capital

3. Business Brew - Arnold Van Den Berg on life, business, and investing

4. Capital Allocators - Charley Ellis on the magic of David Swensen

5. Masters in Business - Carson Block on the short-selling market

6. Circle of Competence - Benton Moss on flywheels in business and life

5 Videos We Are Watching This Week