Dear members,

Best Ideas Omaha 2022 is fully booked, and we look forward to a terrific member event. We will endeavor to record all talks and share the replays with you on the MOI Global website shortly after the conference.

If you are going to Omaha, you may also like to attend the Willow Oak Reception and Investment Panel. It is a wonderful event, hosted by fellow members and friends, including Steve Kiel, Keith Smith, and Shree Viswanathan.

Finally, our fully online Asian Investing Summit 2022 is coming up on April 6-8. This will be a great opportunity to uncover timely ideas across Asia. As a member, enjoy automatic and complimentary registration.

Warmly,

John

MOI Global - Selected Highlights

Kai Wu on Intangible Value: Expanding Intrinsic Value to Include Intangibles | MOI Global — moiglobal.com

We had the pleasure of speaking with Kai Wu of Sparkline Capital about assessing intangible value as part of an investment process.

Ravi Dharamshi on Value-Oriented Investing in India | MOI Global — moiglobal.com

We had the pleasure of speaking with Ravi Dharamdhi, Chief Investment Officer of ValueQuest Investment Advisors, about value-oriented investing in India.

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Feedback - Michael Mauboussin

2. Godfather - Trung Phan

3. Real assets - Frederik Gieschen

4. Russian finance - Peter Zeihan

5. Changing order - Dalio and Summers

6. Skin in the game - Ravi Nagarajan

7. News consumption - Thomas Bevan

8. China's foreign policy - Callan Quinn

9. Markets for accountability - Rohit Krishnan

10. Taiwan's nuclear memories - Angelica Oung

11. Every investor's favorite bubble - David Hay

Letters, Presentations, Writeups...

Industry Insights: bitcoin | markets | oil and gas | real assets | software | tech

Letters & Commentaries: Bonhoeffer | Gardner Russo | Gator | Greenwood | Lindsell Train | Moody's | Oaktree | Ruffer | Sicart

Company Writeups: Bolloré | HMHC | JD Logistics | Meta (video) | OXY | SBUX

Company Slides: Alimentation Couche-Tard | Asure | Canadian Solar | Crawford | Coupa | Enel | FedEx | Limbach | Pyxis Tankers | StoneCo

Chart: Real Income Growth, by Starting Income

5 Podcasts We Are Listening to This Week

1. Acquired - Brad Gerstner on the history and strategy of Altimeter

2. Infinite Loops - Jake Taylor on getting better at decision-making

3. Grant Williams - Luke Gromen on the changing financial order

4. Jordan Harbinger - Ray Dalio on why nations succeed and fail

5. Richer, Wiser, Happier - Howard Marks on lessons in investing

5 Videos We Are Watching This Week