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Member News and Reading Inspiration
11 Articles We Are Reading This Week
Rising rates - Marc Rubinstein
Back to earth - Aswath Damodaran
Winning filter - Chris Mayer
Overconfidence - Chris Leithner
Adjusted earnings - Steve Cooper
Systematic serendipity - Frederik Neckar
Cooperman's reflections - Eli Saslow
Putting ideas into words - Paul Graham
Minsky and venture capital - Abraham Thomas
Pricing power and inflation - Todd Wenning
Minotaurs and free science - Rohit Krishnan
Letters, Presentations, Writeups...
Industry Insights: e-commerce | grocery delivery | oil | pharmacy | startups
Letters & Commentaries: Arquitos | GMO | Hayden | McIntyre | Mittleman | Moerus | Moody's | MS | OAM | Saga | SaltLight | Silver Ring | Third Point
Company Writeups: Berjaya Food | Century 21 Real Estate of Japan | Hasbro | Installux | Intel | MoneyGram | MP Materials | Starbucks | Take-Two
Company Slides: Airbnb | Antero | Cisco | Crocs | Dropbox | Keysight | Liberty | Nestle | Pershing Square | Roblox | Roku | Shopify | Tripadvisor | Walmart
Quote We Are Contemplating This Week
"The more disciplined your environment is, the less disciplined you need to be. Don't swim upstream." —James Clear
Chart of the Week
Source: https://valuepunks.substack.com/p/international-investing
5 Podcasts We Are Listening to This Week
TWIII - Adam J. Schwartz on designing an investment business
Lex Fridman - Tim Urban on Neuralink and the future of humanity
Invest Like the Best - Joey Levin on building an anti-conglomerate
Business Breakdowns - Jonathan Abenaim on Basic-Fit's playbook
Investing by the Books - Dennis Jean-Jacques on value investing