Dear members,

Last chance to join us at Latticework New York 2022!

We have a terrific agenda for this flagship MOI Global member event.

Have a wonderful week ahead.

John

Member Events

This section lists selected offline events. Reply for details.

• London Member Dinner, hosted by Alex Gilchrist (Dec. 7, 2022)

• Zurich Member Dinner, hosted by John Mihaljevic (Dec. 8, 2022)

• Latticework New York 2022, The Yale Club of NYC (Dec. 13, 2022)

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

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

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

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

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

11 Articles We Are Reading This Week

1. China's messy pivot - Noah Smith

2. Buy and hold mindset - Fred Wilson

3. Avoiding obvious frauds - Rohit Krishnan

4. Magic words and money - Frederik Gieschen

5. Watching consumer trends - Doug O'Laughlin

6. Preparing for the next bust - Chris Leithner

7. Stock-based compensation - Mike Puangmalai

8. Autocomplete for everything - Noah Smith

9. Analog and digital inventions - Rex Woodbury

10. European de-industrialization - Noah Smith

11. Getting versus staying wealthy - Morgan Housel

Letters, Presentations, Writeups..

Industry Insights: banking | bitcoin | CFOs | credit cards | decentralized finance | healthcare | hospices | internet | quant finance | semiconductors | VC

Letters: GMO | Goehring & Rozencwajg | Greenhaven | Hayden | Moody's

Company Writeups: ASML | Brookfield Asset Management | Caesarstone | CarMax | Geely | Logan Ridge Finance | Meta | Moonpig | Netflix

Company Slides: Box | Compass | Elastic | Frontline | Hormel | HP | Leslie's | NetApp | Patterson | Petco | Pure Storage | RBC | Salesforce | Snowflake

Quote We Are Contemplating This Week

5 Podcasts We Are Listening to This Week

1. a16z - Ryan Petersen on rearchitecting the supply chain

2. EconTalk - Annie Duke on the power and benefits of quitting

3. Capital Allocators - Charles Van Vleet on pension fund inesting

4. Invest Like the Best - Ron Howard, Brian Grazer on the box office

5. Conversations with Tyler - Jeremy Grantham on green investing

5 Videos We Are Watching This Week