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Member News and Reading Inspiration

Member News and Reading Inspiration

June 19, 2021

Dear members,

We are excited to launch a new initiative aimed at generating unique content for the exclusive benefit of MOI Global members.

If you would like to contribute in some way, please reply and let me know your thoughts. I would be delighted to hear from you.

Warmly,

John

MOI Global - Selected Highlights

Dan Rasmussen on Countercyclical Asset Allocation | MOI Global — moiglobal.com

We had the pleasure of speaking with Dan Rasmussen, founder of Verdad, about the firm's research into countercyclical investing.

Brinton Johns on Complexity Investing: Resilience and Optionality | MOI Global — moiglobal.com

We had the pleasure of speaking with Brinton Johns, a co-founder and investor at NZS Capital, about the firm's investment philosophy.

Chris Mayer on Stocks that Return 100-to-1 and How to Find Them | MOI Global — moiglobal.com

Christopher W. Mayer discussed his highly acclaimed book, 100 Baggers, at MOI Global's Meet-the-Author Summer Forum 2021.

Quote We Are Contemplating This Week

"The problem with the world is that the intelligent people are full of doubts, while the stupid ones are full of confidence." —Charles Bukowski

11 Articles We Are Reading This Week

Oil cycle - Leigh Goehring
Gold's role - Igor Vasilachi
Tech regulation - Ben Thompson
Zero knowledge - Packy McCormick
North star metrics - Lenny Rachitsky
Thematic investing - Bogumil Baranowski
Amazon case study - Aaron Pek
Europe's carbon tax - Chip Russell
Broken window fallacy - Frank Martin
Well-behaved bubbles - Byrne Hobart
Disaggregation of work - Rex Woodbury

Letters, Presentations, Writeups...

Industry Insights: advertising | shipping | music | oil | watches and jewelry

Letters & Commentaries: CNR | ETH Zurich | JPM | McElvaine | Merrill | Moody's

Company Slides & Writeups: DraftKings | Etsy | Fossil | Lululemon | Medical Properties Trust | Metso Outotec | Morgan Stanley | Nintendo | Rollins | StepStone | Stripe | Viemed | Virtu Financial | Wise

Image of the Week

5 Podcasts We Are Listening to This Week

Pender - Jim Grant on three big anniversaries for the market
Business Brew - Rick Van Nostrand on hunting for real value
How I Built This - Rich Barton discusses Expedia and Zillow
Value Perspective - Dan Rasmussen on base rates in investing
Invest Like the Best - John Harris talks resilience and imagination

5 Videos We Are Watching This Week