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Member News and Reading Inspiration
Dear members,
We hosted Wide-Moat Investing Summit 2022 last week, and most of the sessions are now available for replay.
A few highlights:
Align: Competitively Advantaged Next-Generation Orthodontics Leader
Azenta: Emerging Life Sciences Platform, Boosted by Semi Unit Sale
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
Rentokil Initial: Terminix Acquisition Creates Well-Positioned Leader
Spotify: High-ROI Grower With Scale, Brand, and Network Effects
Enjoy the presentations!
Warmly,
John
P.S. Michael Mauboussin has released an archive of his writings. It's a gem!
MOI Global - Selected Highlights
Arvind Mallik and Jonathon Fite of KMF Investments presented Spotify (US: SPOT) at Wide-Moat Investing Summit 2022.
Bertie Thomson of Brown Advisory presented his investment thesis on Rentokil Initial (UK: RTO) at Wide-Moat Investing Summit 2022.
Txomin Zaratiegui of Arlas Capital presented his thesis on Align Technology (US: ALGN) at Wide-Moat Investing Summit 2022.
Quote We Are Contemplating This Week
"Once we realize that imperfect understanding is the human condition there is no shame in being wrong, only in failing to correct mistakes." —George Soros
11 Articles We Are Reading This Week
Being rich - François Sicart
Tiger's fall - Michelle Celarier
Aggregation - Ben Thompson
Empire of pain - Frederik Gieschen
Wirecard book - John Hempton
Extreme beliefs - Annie Duke
Spotlight effect - Jack Raines
Quality investing - Stephen Clapham
Soul in the game - Ravi Nagarajan
Getting wealthier - Morgan Housel
Manifesting recession - Kyla Scanlon
Letters, Presentations, Writeups...
Industry Insights: airlines | fintech | green capex | video entertainment
Company Writeups: AirAsia | Aurizon | Countryside Partnerships | Intel | Longi Green Energy | NextEra Energy | Shein | SOL Group | Sony
Company Slides: Acuity | Bed Bath & Beyond | General Mills | Lindsay | McCormick | Micron | Patterson | Paychex | Progress | Synnex | Walgreens
5 Podcasts We Are Listening to This Week
KindredCast - Michael Lynton on the changing face of entertainment
Investor's Podcast - Lauren Templeton on her investment approach
Grant’s Current Yield - Edward Chancellor on the nature of interest
Business Breakdowns - Chris Bloomstran on Berkshire Hathaway
Investing by the Books - Richard Lawrence on his book 'The Model'