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Member News and Reading Inspiration
Dear members,
Our ninth-annual European Investing Summit kicks off on Wednesday!
We will post an agenda and further details on the MOI Global website on Monday.
Join us to discover the favorite ideas of more than twenty terrific instructors.
I look forward to your participation!
Warmly,
John
MOI Global - Selected Highlights
The founder-backed company I’ll highlight is a Norwegian industrials business that has grown from almost nothing in 1995 to NOK 3.5 billion.
By 2019 material distortions existed in certain asset prices. This situation has only gotten more extreme. We outline a few areas of concern.
It might be interesting to share with you the main investment principles I have gathered since starting my career eighteen years ago.
Quote We Are Contemplating This Week
“The person who starts simply with the idea of getting rich won't succeed; you must have a larger ambition.” —John D. Rockefeller
11 Articles We Are Reading This Week
Spot the outlier - Rohit Krishnan
Cash flow clarity - Michael Mauboussin
Lessons of history - François Sicart
How quality works - Greg Obenshain
Forecasting growth - Sean Stannard-Stockton
Surviving uncertainty - Frank Martin
Tokenization of reality - Jon Stokes
Power of mimetic desire - Luke Burgis
Running out of everything - Derek Thompson
Greatest industry in history - Chris Mayer
When rates turn the corner - Jason Zweig
Letters, Presentations, Writeups...
Industry Insights: ASEAN unicorns | China banks | China digital economy | China semiconductors | natural gas
Letters & Commentaries: Absolute Return Partners | Apollo Asia Fund | ETH Zurich | J.P. Morgan | Lowell Capital | Massif Capital | Moody's | RBC | Vltava Fund
Company Writeups: Bolloré | Facebook | Global Foundries | Houghton Mifflin | Nintendo | Paytm | Sea Ltd | Warsaw Stock Exchange
Company Slides: Brookfield Asset Management | Conagra | Dundee Corporation | GEK Terna | Koc Holding | Tidewater Midstream
Chart of the Week: U.S. Wealth to GDP (%)
Source: MacroStrategy, Absolute Return Partners.
5 Podcasts We Are Listening to This Week
Acquired - Michael Mauboussin on moats, skill, luck, and more
Compounders - Jorge Gonzalez on Western Florida real estate
Capital Allocators - Barry Sternlicht on real estate after covid
Knowledge Project - Walter Isaacson on how curiosity fuels creativity
Investing by the Books - Jeff Gramm on activism, boardroom battles