Dear members,

I am delighted to share with you the draft agenda for Latticework 2021.

Join us on December 15-16. While we typically host this annual event at the Yale Club of New York City, we will be fully online this year.

As a member, you enjoy complimentary access and are automatically registered (details to follow).

Warmly,

John

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Inflation - Roger Lowenstein

2. Toy man - Scott Eden

3. Value factor - Aaron Pek

4. Great investing - Chris Mayer

5. China's influence - Jordan Schneider

6. Greedy algorithms - Rohit Krishnan

7. Organic food fraud - Ian Parker

8. Media-first investors - Frederik Neckar

9. Experts and evolution - Morgan Housel

10. Sticking to fundamentals - Laura Lallos

11. Organized crime innovator - Stephen Marche

Letters, Presentations, Writeups...

Industry Insights: autonomous trucking | construction | currency markets | digital economy | housing | metals | mobile phone accessories | natural resources | renewable energy | real estate in Singapore | social media

Letters & Commentaries: ETH Zurich | Giverny | J.P. Morgan | McIntyre | Moody's

Company Writeups: BBBY | BRK | Fastenal | Floor & Decor | Hengda | Kenmare Resources | Landstar | Microsoft | ODFL | OXY | Progressive | Tesla | Trecora

Company Slides: Altus | BRK Energy | Moody's | Scorpio Tankers | Tencent

Chart of the Week: CO2 Emissions per Capita

5 Podcasts We Are Listening to This Week

1. Sinocism - Chris Johnson on Xi Jinping, U.S.-China relations

2. Acquired - Brinton Johns and Jon Bathgate on semiconductors

3. Exponent - Ben Thompson discusses the future of the metaverse

4. Masters in Business - Tom Gayner on what matters in markets

5. Compounding Curiosity - Mio Kato on using data in investing

5 Videos We Are Watching This Week