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Member News and Reading Inspiration

July 10, 2021

Dear members,

Last week's Wide-Moat Investing Summit 2021 is now available for your enjoyment.

It's tough for me to single out any particular sessions because there was such a wide range of fascinating presentations. I dare say the conference offered something for everyone, so be sure to check out the recordings.

MOI Global instructors enjoy hearing from fellow members. Please do reach out to the presenters with your own thoughts or questions. Contact details are included alongside each session replay.

Have a wonderful week.

John

Quote We Are Contemplating This Week

"What you see depends on what you're looking for." —Unknown

11 Articles We Are Reading This Week

  1. Long volatility - Dave Nadig

  2. Asian investing - Michael Fritzell

  3. Investing abroad - Chris Mayer

  4. Commuting to work - Jerry Useem

  5. Gamers vs. scientists - Stuart Ritchie

  6. Instagram's evolution - Ben Thompson

  7. Near-death experience - Jason Zweig

  8. Searching for resilience - Michael Weeks

  9. Positive feedback loops - Josh Tarasoff

  10. Financialization of culture - Rex Woodbury

  11. Challenge of finding ideas - Conor Maguire

Letters, Presentations, Writeups...

Image of the Week

Source: Arisaig Partners, https://bit.ly/3hT7LWB

5 Podcasts We Are Listening to This Week

  1. Capital Allocators - Jeremy Grantham on the state of equity markets

  2. Masters in Business - Steven Romick discusses his portfolio investments

  3. Circle of Competence - Andrew Wilkinson on buying internet businesses

  4. Compounding Curiosity - Eugene Ng on his investment framework

  5. Money Under the Mattress - Francisco Olivera on media companies

6 Videos We Are Watching This Week

Tweets of the Week