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Member News and Reading Inspiration
Dear members,
Reserve your seat at Latticework 2022, our member event of the year, to be held at the Yale Club of New York City on December 13. This year’s summit will focus on intelligent investing in the context of inflationary pressures.
I am delighted to announce an exciting new addition to the Latticework agenda: Chris Goulakos, Managing Partner of Balius Partners, will host a fireside chat with Howard Marks, Co-Chairman of Oaktree Capital Management. The conversation is sure to be illuminating, with plenty of time allocated to audience questions.
Chris and Howard join a terrific speaker lineup, which includes Chris Bloomstran, President and Chief Investment Officer of Semper Augustus Investments Group, and Christopher Tsai, President and Chief Investment Officer of Tsai Capital Corporation. Additional speakers to be announced in the near future.
Reserve your seat today (early-bird discount expires soon).
Warmly,
John
Quote We Are Contemplating This Week
"Even if you somehow manage to get an economic forecast correct, that’s only half the battle. You still need to anticipate how that economic activity will translate into a market outcome. This requires an entirely different forecast, also involving innumerable variables, many of which pertain to psychology and thus are practically unknowable." —Howard Marks
11 Articles We Are Reading This Week
ESG's fatal flaws - Chris Leithner
Nomura's founder - Jamie Catherwood
Expectations stories - Morgan Housel
Persistence of growth - Brian Chingono
China and political risk - Will Thomson & Chip Russell
Dangers of co-founding - Flo Crivello
Successors to the throne - Frederik Gieschen
Effective altruism critique - Trevor Klee
Professional misconceptions - Derek Thompson
Reports of improbable events - Terence Tao
Funding when capital isn't cheap - Shangda Xu
Letters, Presentations, Writeups..
Industry Insights: crude oil | edtech | internet economy | marketplaces | prediction markets | search funds | semiconductors | supply chains
Letters & Commentaries: Absolute Return Partners | Bridgewater | Erste | GMO | J.P. Morgan | Merrill | Raymond James | TD Economics | Vltava Fund
Company Writeups: Adobe | ADV | Constellation Software | BRK | Hershey | IBKR | Intuit | Meta | Prosus | Softbank | Twitter | Xponential | Yodogawa
5 Podcasts We Are Listening to This Week
Odd Lots - Toby Nangle on the wild moves in UK financial assets
How Leaders Lead - Stan Druckenmiller on his investment process
Living a Life in Full - John Rossman on decisions and leadership
Invest Like the Best - Scott Wilson discusses endowment investing
Investing by the Books - Christian Billinger on investing for growth