Dear members,

I hope you had an opportunity to tune into Best Ideas 2022 last week.

It was a terrific event, with a slew of compelling ideas deserving a closer look.

I am grateful to the wonderful instructors who took the time to share their wisdom and ideas with members of MOI Global.

Enjoy the session replays.

Warmly,

John

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Selling out - Howard Marks

2. Moneyball time - Aswath Damodaran

3. Transformations - Michael Liu

4. Innovation hubs - Jamie Catherwood

5. Wrong question - François Sicart

6. TPG case studies - Marc Rubinstein

7. Renaissance man - Michelle Celarier

8. Corporate excess - Roger Lowenstein

9. Simpson's legacy - Ravi Nagarajan

10. Amazon experience - Ben Adam

11. Mobius on emerging - Afshin Molavi

Letters, Presentations, Writeups...

Industry Insights: buy now, pay later | oil and gas | venture investing | web3

Letters & Commentaries: Akre | Clark Street Value | Curreen | Dan Wang | Fundsmith | GMO | Goldman Sachs | K2 Financial | Massif | Moody's | Newfound Research | Oakmark | OAS&P | Palm Valley | Russell | Sorfis | Tsai | Worm

Company Writeups: Alibaba | Basic-Fit | HDFC Bank | RenRen | Sylvamo | TSMC

Company Slides: Big Lots | BlackRock | Canadian Natural | CNP Assurances | Cooper | IEX | JPM | KB Home | Nexstar | Teladoc Health | TSMC | Wells Fargo

Chart of the Week: Dry Powder vs. Forward Returns

5 Podcasts We Are Listening to This Week

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

2. Odd Lots - Tracy Alloway on fighting inflation through competition

3. Business Brew - Denise Shull on managing emotions in investing

4. Compounders - Daniel Harari on SaaS and artificial intelligence

5. Investing by the Books - Chris Mayer on identifying 100-baggers

5 Videos We Are Watching This Week