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Member News and Reading Inspiration

September 11, 2021

Dear members,

It's finally official: Latticework 2021 will be held at the Yale Club of New York City on December 15, with a cocktail reception in the evening of December 14.

The theme of this year's event is "Investing on the Right Side of Change". We are in the process of confirming a wonderful speaker lineup.

Seating may be more limited this year than in the past. If you would like to be certain of your ability to attend, secure your seat now.

I look forward to sharing further details as soon as possible.

Warmly,

John

Quote We Are Contemplating This Week

“Our performance doesn’t come from what we buy or sell. It comes from what we hold. So the main activity is holding, not buying and selling. I’ve always wondered if it wouldn’t enhance an organization to say, ‘We only trade on Thursdays.’ And the other four days of the week, all you can do is sit and think.” —Howard Marks (h/t Tejas Gutka)

11 Articles We Are Reading This Week

  1. Stand out - Joel Cohen

  2. Butterfly effect - Isabel Chomnalez

  3. Future of expertise - Youyang Gu, et al.

  4. Surviving uncertainty - Frank Martin

  5. Benefit of simple rules - Rohit Krishnan

  6. Riches in regime change - Frederik Neckar

  7. First rule of compounding - Chris Mayer

  8. Keynes as investor-speculator - Chris Leithner

  9. Change in sports and investing - Michael Mauboussin

  10. Stopping every respiratory virus - Sarah Zhang

  11. Money illusion as policy objective - Ravi Nagarajan

Letters, Presentations, Writeups...

Letters & Commentaries: Arevilo | Berenberg | ETH Zurich | GMO | Moody's

5 Podcasts We Are Listening to This Week

  1. Acquired - Ben Gilbert & David Rosenthal on the path of TSMC

  2. Macro Hive - David Woo on stagflation and political taboos

  3. Compounders - Mauricio Ramos on broadband in Latin America

  4. The Rest Is History - Marc Andreessen on the evolution of the internet

  5. Investing By the Books - William Green on "Richer, Wiser, Happier"

5 Videos We Are Watching This Week