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Member News and Reading Inspiration

December 31, 2022

Dear members,

As we embark on a new year, I take this opportunity to thank you for your loyalty, wisdom, and friendship. I wish you and your loved ones a year of good health, prosperity, and happiness.

A note regarding the migration of this newsletter to a new email service provider: We have used Revue, a Twitter subsidiary, to bring this weekly email to you. Twitter is shutting down Revue in January, and we will migrate to a new provider. Should you find yourself not receiving the newsletter, please check your spam folder or email [email protected].

Best wishes,

John

MOI Global - Selected Highlights

Bill George discussed his book, True North: Leading Authentically in Today's Workplace, at MOI Global's Meet-the-Author Forum.

We had the pleasure of speaking with Professor Neeraj Marathe, a full-time private investor in India-listed small- and mid-caps.

11 Articles We Are Reading This Week

  1. Experiments - Rohit Krishnan

  2. China's protests - Jordan Schneider

  3. Books of the year - Javier Perez Alvarez

  4. Africa's debt crisis - Adam Tooze

  5. Stutz's tools for life - Frederik Gieschen

  6. Winners and losers - Vince Martin

  7. Canadian small-cap ideas - Dave Waters

  8. Unlearning macro lessons - Noah Smith

  9. Storification of technology - Rex Woodbury

  10. Success as lagging indicator - Ryan Holiday

  11. Bricks-and-mortar turnaround - Ted Gioia

Letters, Presentations, Writeups..

Industry Insights: AI | airlines | ride-hailing | semis | venture capital

Letters & Commentaries: Cypress | PMA | The Value Firm | Vanguard

Company Insights: AMC | Brenntag | Coupa | Naver | Southwest Airlines

Quote We Are Contemplating This Week

"Change is never painful, only resistance to change is painful." —Buddha

Member Events

This section lists selected offline events. Reply for details.

  • Miami Member Dinner, hosted by Pedro Zuloaga (Jan. 24, 2023)

  • London Member Dinner, hosted by Alex Gilchrist (Mar. 16, 2023)

  • Munich Member Dinner, hosted by John Mihaljevic (Apr. 20, 2023)

  • Best Ideas Omaha 2023, Omaha, Nebraska (May 5, 2023)

  • Miami Member Dinner, hosted by Pedro Zuloaga (May 9, 2023)

  • Zurich Member Dinner, hosted by John Mihaljevic (May 10, 2023)

  • Frankfurt Member Dinner, hosted by John Mihaljevic (May 25, 2023)

  • The Zurich Project 2023, Zurich, Switzerland (Jun. 6-8, 2023)

  • Latticework New York 2023, The Yale Club of NYC (Dec. 12, 2023)

5 Podcasts We Are Listening to This Week

  1. Business Brew - Henry Reardon on his investment philosophy

  2. Invest Like the Best - Rebecca Lynn on saying no to customers

  3. Business Breakdowns - Christian Anderson on carbon reduction

  4. Investing by the Books - Adam Seessel on value investing and tech

  5. Neckar's Minds and Markets - Josh Wolfe on macro and mentors

5 Videos We Are Watching This Week