Dear members,

Are you using Twitter to learn, generate ideas, and build relationships?

I have found the platform incredibly helpful over the years and would recommend spending some time getting to know the possibilities.

A great way to start is to follow a few fellow members who regularly tweet valuable content, including -- but not limited to -- @BillBrewsterSCG, @ChrisBloomstran, @chriswmayer, @danielgladis, @ElliotTurn, @GSpier, @IntrinsicInv, @joelmcohen, @pcordway, @PenderDave, @RishiGosalia, and @ShaiDardashti,

I'd love to hear about your experience -- and don't hesitate to let me know if I can assist in any way.

Warmly,

John (@jmihaljevic)

MOI Global (@manualofideas)

MOI Global - Selected Highlights

William Knowles on Concentrated, Low-Turnover, Quality-First Investing | MOI Global — moiglobal.com

We spoke with William Knowles of WMKI Group about managing concentrated, high-conviction portfolios with minimal turnover.

Edward Chang on Investing in Undervalued Growth Stocks | MOI Global — moiglobal.com

We had the pleasure of speaking with Edward Chang, founder and portfolio manager of Pledge Capital, about investing in undervalued companies on the right side of change.

Learning From Francisco Garcia Parames: Quotations and References | MOI Global — moiglobal.com

Detailed Study of European Super Investor Francisco García Paramés Insights into Francisco’s value approach to investing and his firm Cobas Asset Management

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Survivorship bias - Jason Zweig

2. Science leadership - José Luis Ricón

3. Manchurian legacy - Ernest Leung

4. Game development - Rebekah Valentine

5. International education - Nicholas Hune-Brown

6. Billion-dollar jewel heist - Joshua Hammer

7. Blessings of mentorship - Bogumil Baranowski

8. Netflix and video games - Matthew Ball

9. Unbundling marketplaces - Sangeet Choudary

10. Bank of Japan's ETF hoard - Sho Miyazaki

11. Brookfield's distressed asset - Keith Dalrymple

Letters, Presentations, Writeups...

Industry Insights: cloud computing | container shipping | helium | video games

Letters & Commentaries: Giverny Capital | Hayden Capital | Merrill | Moody's | Rhizome Partners | Richard Bernstein | Semper Vic | Spree Capital | WertArt

Company Writeups: CVS | Dalata Hotel | Ginkgo | Peloton | Warby Parker | WWE

Company Slides: Aroundtown | BMO | CRH | First Pacific | Kaiser Aluminum | Mapletree Industrial | Medtronic | Nvidia | Paylocity | RBC | Snowflake | Timken

Chart of the Week: Businesses Raising Prices

5 Podcasts We Are Listening to This Week

1. Value Hive - Dan McMurtrie on his research process and more

2. Business Brew - Jim O'Shaughnessy on finance and the brain

3. Compounders - Sean O'Connor on creating a 100-bagger

4. Hidden Forces - James Aitken on value opportunities and Asia

5. Exponential Wisdom - Peter Diamandis on first principles thinking

5 Videos We Are Watching This Week

Cathie Wood is wrong about lack of market bubble, says fund manager — www.cnbc.com

Chris Bloomstran, Semper Augustus Investment's CIO, joins 'TechCheck' to explain why he's bearish on Cathie Wood's Ark Innovation Fund, as well as his view of the innovation space.