Dear members,

We hosted our annual Asian Investing Summit online conference last week, featuring more than twenty MOI Global instructors.

My favorite ideas were Hibiscus, Aucnet, and Ujjivan.

For those interested in revisiting major Asian companies, two sessions in particular might be of note: CK Hutchison and Alibaba.

Finally, two sessions examined the efficacy of value-oriented investing in Asia more generally: (1) Japan small value, and (2) Graham's net-nets.

Enjoy!

John

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2. Netflix ads - Ben Thompson

3. Flatt's return - Steven Crabill

4. Risk appetite - Bogumil Baranowski

5. Grant on rates - Richard Hurowitz

6. Energy security - Rory Johnston

7. Great companies - Todd Wenning

8. Bookstore lessons - Ryan Holiday

9. Finite commodities - Jeremy Grantham

10. Future of the dollar - Marc Chandler

11. Real estate as hedge - Chris Mayer

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Letters & Commentaries: Credit Suisse | J.P. Morgan Chase | McKinsey | Merrill | Moody's | Pershing Square | Stripe | Symmetry Invest | Vltava Fund

Company Writeups: Etsy | IWG | Netflix | Roblox | Stryker | Thai Beverage | Wickes

Company Slides: Acuity Brands | Apogee | Conagra | Simply Good Food | WD-40

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