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Member News and Reading Inspiration

March 26, 2022

Dear members,

After pausing for two years due to the pandemic, we look forward to re-launching our Local Chapters initiative in the near future.

Local Chapters bring together members in selected cities around the world for discussion of investment philosophy and ideas.

In phase one of the rollout, we will focus on Berlin, Boston, Chicago, Frankfurt, London, Los Angeles, Madrid, Milan, Mumbai, New York, Paris, San Francisco, Singapore, Stockholm, Toronto, Washington DC, and Zurich.

If you have not done so already, please let us know your nearest Chapter.

Warmly,

John

Quote We Are Contemplating This Week

"The unthinkable can always happen, and you have to run your affairs accordingly." —Peter Bernstein

11 Articles We Are Reading This Week

  1. Geopolitics - Jonathan Tepperman

  2. Dogs of war - Aswath Damodaran

  3. Risk tolerance - Rodney Smith

  4. Buffett's match - Jason Zweig

  5. How people think - Morgan Housel

  6. International affairs - Howard Marks

  7. Innovation in media - Rex Woodbury

  8. Necessary speculation - Jamie Catherwood

  9. Categorical imperative - Rohit Krishnan

  10. Disney's succession rift - Alex Sherman

  11. Unbundling of advertising - Benedict Evans

Letters, Presentations, Writeups...

Letters & Commentaries: Citi | Fundsmith | GS | Lindsell Train | Merrill | Moody's

5 Podcasts We Are Listening to This Week

  1. TWIII - Roger Lowenstein on his new book, "Ways and Means"

  2. Full Disclosure - Vitaliy Katsenelson on the invasion of Ukraine

  3. Disruptive Voice - Michael Mauboussin on expectations investing

  4. Invest Like the Best - Gaurav Kapadia on finding great businesses

  5. Grant’s Current Yield - Goehring and Rozencwajg on commodities

5 Videos We Are Watching This Week