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Member News and Reading Inspiration
Dear members,
It was a great pleasure to feature the insights and ideas of twelve wonderful speakers at our Best Ideas Omaha 2022 conference yesterday.
I am grateful to Tyler Howell for hosting the event.
An audio replay will be available to members soon. Please stay tuned.
Warmly,
John
11 Articles We Are Reading This Week
Buyback check - Andrew Walker
Patient payoffs - Brent Beshore
Under the radar - Morgan Housel
Goldman's ethos - Roger Lowenstein
China's leadership - Mark Dittli
True cost of things - Bogumil Baranowski
Netflix power clash - Kim Masters
Digitally-native jobs - Rex Woodbury
Listening to markets - Frederik Gieschen
Homeland securities - Nick Schmitz
Investing in innovation - Kai Wu
Letters, Presentations, Writeups...
Letters & Commentaries: ABN Amro | Aikya | Alluvial | Alphyn | Arquitos | Bayes | Bireme | Bronte | Curreen | Donville Kent | Farrar | Greenhaven | Kovitz | Maran | Moody's | NZS | Oaktree | Pender | Smead | Tollymore | Tweedy Browne
Company Slides: Amazon | Barclays | Baxter | Caterpillar | Comcast | Fairfax | Fairfax India | Ford | Gilead | Intel | International Paper | KLA | Mastercard | Meta | PayPal | PG&E | Qualcomm | Samsung | SS&C | United Rentals | Verisign
Exclusive Interview
We had the pleasure of speaking with Harshan Jeyakumar, Manager of 118 West Capital Management, about intelligent investing in cleantech.
Quote We Are Contemplating This Week
"Our lives are fashioned by our choices. First we make our choices. Then our choices make us." —Anne Frank
5 Podcasts We Are Listening to This Week
TWIII - Phil, Elliot, John on pricing vs. valuation, "safe" equities
Meb Faber - Chris Bloomstran on intelligent investing, Berkshire
Market Champions - Josh Wolfe on investing in innovation
Invest Like the Best - Dmitry Balyasny on great fund managers
Behind the Balance Sheet - Napier, Hosking on the capital cycle