- MOI Global
- Posts
- Member News and Reading Inspiration
Member News and Reading Inspiration
11 Articles We Are Reading This Week
Dose of lying - Rohit Krishnan
Inventing risk - Karla Mallette
Company exits - Blake Kim
Magic octopus - Tom Morgan
Miller’s journey - Frederik Neckar
Network effects - Andrew Chen
Growth vs. value - Chris McIntyre
Twitter's evolution - Ben Thompson
Goodwill accounting - Steve Cooper
Elimination as strategy - François Sicart
Greenwald on valuation - Adam Mead
Letters, Presentations, Writeups...
Letters & Commentaries: Absolute Return | Arsaig | Bonhoeffer | Goldman Sachs | Hosking | J.P. Morgan | McKinsey
Company Writeups: Apple | AutoStore | Buckle | BuzzFeed | Equinox Gold | IEA | Kennedy-Wilson | MSCI | Padini | Twitter
Company Slides: Jacobs | Okta | Paytm | Shaftesbury | Snowflake | Ziraat Bank
Quote We Are Contemplating This Week
“Time is the coin of your life. It is the only coin you have, and only you can determine how it will be spent. Be careful lest you let other people spend it for you.” —Carl Sandburg
6 Podcasts We Are Listening to This Week
Hidden Forces - Jim Grant on up-anchoring inflation expectations
Think with Pinker - Charlie Munger on overinterpreting coincidences
Capital Allocators - Chas Cocke on moving from allocator to manager
Investors' Chronicle - Terry Smith on how he analyzes companies
Investing by the Books - Michael Mauboussin on the art of valuation
Compounding Curiosity - Steve Clapham on accounting and fraud