Dear members,

The ninth annual edition of our European Investing Summit is almost here! From October 13-15 we will feature the favorite European ideas of more than two dozen great instructors from the MOI Global membership community.

Ten of the sessions will be streamed LIVE, so join us and submit your questions in real time -- I will be delighted to pose them to the respective instructors.

As a member, you are automatically registered. Further details to follow soon.

Warmly,

John

MOI Global - Selected Highlights

Adam Rozencwajg on the Investment Implications of Copper Supply Issues | MOI Global — moiglobal.com

Adam A. Rozencwajg serves as a Managing Partner at Goehring & Rozencwajg Associates, LLC.

Grahamian Investing: How to Reinvent and Reinvigorate Value Investing | MOI Global — moiglobal.com

While I sympathise with the value investing community, I share Damodaran's view that it tends to become rigid, ritualistic, and righteous.

Quarterly Intelligent Cloning Report: The Autumn 2021 Edition | MOI Global — moiglobal.com

Great investment results can be achieved simply by copying great investors. Don’t try to be the smartest ass around. Start copying the great ones.

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Value traps - Lakshay Chauhan

2. Milken way - Frederik Neckar

3. Great quarter - Jason Zweig

4. Inside a bear's mind - Michael Fritzell

5. Narrative distillation - Kevin Kwok

6. Root of energy crisis - Matt Ridley

7. Hedging with options - Thatcher Gearhart

8. Cloudflare's disruption - Ben Thompson

9. Real asset ownership complex - Conor Maguire

10. Green energy and commodities - Robert Ryan

11. Ensemble's investment approach - Todd Wenning

Letters, Presentations, Writeups...

Industry Insights: crude oil | insurance

Letters & Commentaries: BLS Capital | Greycourt | J.P. Morgan | Merrill | Moody's | Research Affiliates | Richard Bernstein Advisors

Company Writeups: Evergrande | HUDL/Nelnet | Pool Corp | Thungela | WLTW

Company Slides: Judges Scientific | Royal Gold

Book Review: Good Strategy/Bad Strategy: The Difference and Why It Matters

Chart of the Week

5 Podcasts We Are Listening to This Week

1. TWIII - Phil speaks with William Green about "Richer, Wiser, Happier"

2. Business Brew - Bill Brewster speaks to shipping analyst J Mintzmyer

3. Compounders - Mark Dankberg on Viasat's satellite broadband play

4. Asia Tech Strategy - Jeff Towson: "Why DCF sucks for digital valuation"

5. The Tim Ferriss Show - Michael Dell shares lessons learned over time

5 Videos We Are Watching This Week