Dear members,

My colleague Alex Gilchrist has been conducting a series of wonderful conversations with book authors. We will be releasing the interviews in the coming weeks as part of our Meet-the-Author Summer Forum 2021.

Last week, I pointed you to Alex's conversation with Aswath Damodaran. (Access the full interview or watch key excerpts.)

This week, I am happy to share Alex's conversation with Howard Schilit, the "Sherlock Holmes of Accounting". (Access the full interview.)

I am also delighted to share my conversation with quality-focused superinvestor François Rochon, president of Giverny Capital. We discuss his investment approach, Carmax thesis, and more. (Access the full interview.)

Warmly,

John

MOI Global - Selected Highlights

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.

Howard Schilit on Financial Shenanigans: How to Detect Fraud | MOI Global — moiglobal.com

Howard Schilit discussed his book, Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports.

Marc Rubinstein on Financial Sector Investing (Background Interview) | MOI Global — moiglobal.com

We had the pleasure of speaking with Marc Rubinstein, author of Net Interest, about intelligent investing in the financial sector.

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Inflation - Aswath Damodaran

2. Speculation - Lawrence Yeo

3. Mental game - Jason Zweig

4. Customer value - Tencore Partners

5. Printed buildings - Brian Potter

6. Memo on bitcoin - Roger Lowenstein

7. Relentless Amazon - Shaun Trewin

8. Central bank money - Lael Brainard

9. App store arguments - Ben Thompson

10. Convertible accounting - Steve Cooper

11. China's housing market - Michael Fritzell

Letters, Presentations, Writeups...

Industry Insights: agriculture in India | energy | internet | shipping

Letters & Commentaries: Angel Broking | Canterbury Tollgate | Crescat | Flex LNG | Giverny Capital | Greenhaven | JP Morgan | Tollymore

Company Slides & Writeups: ADP | BMW | Coinbase | Duxton Water | FIGS | Fox Factory | Fugro | Kirby | Medtronic | NYCB & Flagstar | Peloton | Westaim

Image of the Week

5 Podcasts We Are Listening to This Week

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

2. Acquired - Brad Stone on the evolution of Amazon's strategy

3. Freakonomics - Robert Cialdini on getting anyone to do anything

4. Business Brew - Dave Barr on small-cap value in Canada and beyond

5. Science of Hitting - Francisco Olivera on the media industry

5 Videos We Are Watching This Week

Watch CNBC's full interview with Liberty Media's John Malone on WarnerMedia-Discovery deal — www.msn.com

Liberty Media Chairman John Malone speaks with CNBC's David Faber in the wake of the WarnerMedia-Discovery deal that shook the media and streaming business.