• MOI Global
  • Posts
  • Member News and Reading Inspiration

Member News and Reading Inspiration

January 29, 2022

Dear members,

I am delighted that Berkshire Hathaway is proceeding with an in-person annual meeting this year. Accordingly, MOI Global will host our Best Ideas Omaha event on April 29th from 8am-12pm local time. Please stay tuned for details.

We are also gearing up for the 2022 edition of the Zurich Project, to be held from June 7-9. Details and invitations to follow.

Finally, please enjoy Rohith Potti's conversation with Professor Sanjay Bakshi. It is a tour de force, packed with wisdom on investing and life.

Warmly,

John

Quote We Are Contemplating This Week

“When you are finished changing, you are finished.” —Benjamin Franklin

11 Articles We Are Reading This Week

  1. Big skills - Morgan Housel

  2. Growth vs value - Ed Yardeni

  3. Zeitgeist farming - Rohit Krishnan

  4. Japanese businesses - Dina Gerdeman

  5. Activision acquisition - Ben Lindbergh

  6. Multi-bagger pattern - Andrew Walker

  7. Inflation propagation - Devon Zuegel

  8. Overdetermined failure - Byrne Hobart

  9. Worrying about duration - Greg Obenshain

  10. Growth and maintenance - Michael Mauboussin

  11. Low-volatility value investing - Aaron Pek

Letters, Presentations, Writeups...

Company Writeups: Bunge | Millicom | Netflix | Sprouts | Ubisoft | Unilever

Chart of the Week

Source: https://twitter.com/TaviCosta/status/1486388521539670025

5 Podcasts We Are Listening to This Week

  1. TWIII - Elliot, Phil, John on timely and timeless topics

  2. The Memo - Howard Marks on his memo, "Selling Out"

  3. Business Brew - Troy Lavinia on businesses and systems

  4. The Long View - Michael Mauboussin on "easy games"

  5. Knowledge Project - Marc Andreessen on the internet

5 Videos We Are Watching This Week