Dear members,

Our Best Ideas 2023 online conference kicks off this week!

To join, visit the MOI Global website from Tuesday thru Friday. Members enjoy complimentary and exclusive access (no registration needed).

We are delighted to pre-release my keynote Q&A with Mohnish Pabrai.

Enjoy!

John

MOI Global Highlight

Mohnish Pabrai on Intelligent Investing Globally in 2023 and Beyond — moiglobal.com

In a keynote Q&A at Best Ideas 2023, Mohnish Pabrai discussed his latest thoughts on value-oriented investing around the world.

11 Articles We Are Reading This Week

1. Future - Rohit Krishnan

2. China risk - Jordan Schneider

3. Debt crises - Ray Dalio

4. Inflation matters - Roger Lowenstein

5. Mispriced quality - Mark Walker

6. Justifying optimism - Morgan Housel

7. Uncorrelated assets - Cliff Asness

8. Artifical intelligence - Ben Thompson

9. Corporate governance - Mike Puangmalai

10. Tail end and long term - Frederik Gieschen

11. Deflationary contagions - Jon Stokes

Letters, Presentations, Writeups..

Industry Insights: artificial intelligence | e-commerce | enterprise software | financial technology | offshore drilling | shared mobility | wind turbines

Letters & Commentaries: Akre | Bridgewater | East 72 | Fundsmith | GMO | Highway One | Palm Valley | Right Tail | Rowan Street | SSW | Tiny Value

Company Insights: Big Lots | DCC | Diversey | L.B. Foster | Netflix | Tidewater

Company Slides: Acuity Brands | Aritzia | AZZ | Bank of America | BlackRock | Citigroup | J.P. Morgan | KB Home | TD Synnex | TSMC | WD-40 | Wells Fargo

Quote We Are Contemplating This Week

Member Events

This section lists selected offline events. Reply for details.

• Miami Member Dinner, hosted by Pedro Zuloaga (Jan. 24, 2023)

• Charlotte Member Dinner, hosted by Tyler Howell (Feb. 1, 2023)

• London Member Dinner, hosted by Alex Gilchrist (Mar. 16, 2023)

• Munich Member Dinner, hosted by John Mihaljevic (Apr. 20, 2023)

• Best Ideas Omaha 2023, Omaha, Nebraska (May 5, 2023)

• Miami Member Dinner, hosted by Pedro Zuloaga (May 9, 2023)

• Zurich Member Dinner, hosted by John Mihaljevic (May 10, 2023)

• Frankfurt Member Dinner, hosted by John Mihaljevic (May 25, 2023)

• The Zurich Project 2023, Zurich, Switzerland (Jun. 6-8, 2023)

• Latticework New York 2023, The Yale Club of NYC (Dec. 12, 2023)

5 Podcasts We Are Listening to This Week

1. a16z - Bob Iger on creators, creativity, and technology

2. Infinite Loops - Cliff Asness on FTX and the value spread

3. Business Brew - Thomas Ricketts on investing in innovation

4. V.I. with Legends - Mitch Julis on opportunity in complexity

5. Business Breakdowns - Mark Urquhart on the Hermès brand

5 Videos We Are Watching This Week