Dear members,

Next week we will publish conversations with selected book authors as part of our Meet-the-Author Forum 2022, hosted by my colleague Alex Gilchrist.

We hope you'll find the interviews thought-provoking and that you'll uncover a few new titles for your summer reading list.

To access the conversations, visit the MOI Global website starting Tuesday.

Have a wonderful week.

John

P.S. If you experienced issues with the links in last week's email, please note they were due to an outage at our email provider. To revisit that email, click here.

MOI Global - Selected Highlights

Archaea Energy: Clear Leader in Landfill Renewable Natural Gas | MOI Global — moiglobal.com

Chris Crawford of Crawford Fund Management presented his thesis on Archaea Energy (US: LFG) at Wide-Moat Investing Summit 2022.

Ross Stores, TJX: Recession-Resistant, Well-Positioned Off-Price Retailers | MOI Global — moiglobal.com

Rodrigo Lopez Buenrostro of KUE Capital presented Ross Stores (US: ROST) and TJX (US: TJX) at Wide-Moat Investing Summit 2022.

Container Store: Emerging Moat Due to Focus on Custom Closets | MOI Global — moiglobal.com

Eric DeLamarter of Half Moon Capital presented his thesis on Container Store Holdings (US: TCS) at Wide-Moat Investing Summit 2022.

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Abe's legacy - Jordan Schneider

2. Country risks - Aswath Damodaran

3. Selling options - Devin LaSarre

4. Making money - Rohit Krishnan

5. Investing bullshit - Benn Eifert

6. Earnings forecasts - Chris Leithner

7. Investment wisdom - Michael Mauboussin

8. Unstable stablecoin - Matt Taibbi

9. Importance of interest - Frank Martin

10. Norms ripe for change - Rex Woodbury

11. First million-transistor chip - Tekla Perry

Letters, Presentations, Writeups...

Industry Insights: college football | data centers | metaverse | plastics | railroads | refrigerated shipping | semiconductors | smart grid | software

Letters & Commentaries: ARP | Bayes | Clio | Crawford | Crescat | Desert Lion | Fundsmith | GMO | Granite Value | Highway One | McIntyre | Merrill | Moody's | NZS | Oakmark | Packer | Pender | Pershing Square | Peterson

Company Writeups: Basic-Fit | Dino Polska | Franklin Covey | Great Wall Motor | Howdens | Kura Sushi | Richardson Electronics | Roper Tech | Twitter

Company Slides: Blackrock | BNY Mellon | Citigroup | Conagra | Ericsson | Fastenal | J.P. Morgan | PNC | Taiwan Semi | U.S. Bancorp | Wells Fargo

5 Podcasts We Are Listening to This Week

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

2. EconTalk - Nassim Nicholas Taleb on nations, states, and scale

3. 50x Podcast - Nick Howley on TransDigm's core value drivers

4. Capital Allocators - Rob Citrone on emerging markets investing

5. Conversations with Tyler - Matthew Ball discusses the metaverse

5 Videos We Are Watching This Week