Dear members,

I have received a few questions about registering for Latticework 2021.

This year's summit will be held fully online. It was a tough decision to make, and we look forward to being back at the Yale Club of New York in 2022.

In keeping with an unwritten policy at MOI Global, registration for the online event is automatic and complimentary for all members. Online conferences incur minimal incremental costs for us, and we do not want to charge members for access.

So, mark your calendar for December 15th and join us LIVE online for Latticework 2021 -- details to follow in the coming weeks.

Warmly,

John

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Benchmarks - Morgan Housel

2. Billionaire tax - Aswath Damodaran

3. Beyond smart - Paul Graham

4. Thiel's followers - Anna Wiener

5. Tacit knowledge - Rohit Krishnan

6. Zuck on metaverse - Ben Thompson

7. Investment patterns - Todd Wenning

8. Asian superinvestors - Michael Fritzell

9. Profitability and value - Brian Chingono

10. Bessembinder's lessons - Tim Alcorn

11. Time traveler's portfolio - Bogumil Baranowski

Letters, Presentations, Writeups...

Industry Insights: digital economy | higher education | precious metals | real estate in the UK | renewable energy in Africa | SPACs | venture capital

Letters & Commentaries: Alta Fox | Arquitos | Brennan | Bronte | Crescat | Desert Lion | Gate City | Giverny | Maran | Moody's | Myrmikan | Silver Ring Value | Steel City | Tao Value | Third Point | WMKI

Company Writeups: Beeks | Booking | CoStar | Facebook | First Republic | IWG

Company Slides: Amazon | Boeing | Daimler | Deutsche Bank | Exxon | Facebook | GM | H&R REIT | Mastercard | Microsoft | Phillips 66 | Shell | Twitter | WLTW

Chart of the Week: Real FCF Yield by Sector

5 Podcasts We Are Listening to This Week

1. Business Brew - Chris Bloomstran on being a principled investor

2. Invest Like the Best - Alex Rampell on investing in operating systems

3. The Tim Ferriss Show - Eric Schmidt on AI, warfare, and meaning

4. Business Breakdowns - Arman Gokgol-Kline on Universal Music

5. Compounding Curiosity - Jason Sedawie on his investment approach

5 Videos We Are Watching This Week