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Member News and Reading Inspiration

November 12, 2022

Dear members,

Join us at Latticework 2022 and learn from these great speakers:

  • Chris Bloomstran, President, Semper Augustus Investments Group

  • Ian Clark, CEO, Dichotomy Power / Dichotomy Capital

  • Chris Goulakos, Managing Partner, Balius Partners

  • Howard Marks, Co-Chairman, Oaktree Capital Management

  • Tom Russo, Managing Member, Gardner Russo & Quinn

  • Will Thomson, Managing Partner, Massif Capital

  • Christopher Tsai, President, Tsai Capital Corporation

Latticework will be held at the Yale Club of NYC on December 13 (full day), with a cocktail reception in the evening of December 12. Register now.

Have a wonderful week ahead.

John

P.S. Don't miss this terrific summary of Todd Combs' remarks at the Graham & Dodd Annual Breakfast 2022.

Member Events

This new section lists selected offline events. Reply for details.

  • London Member Dinner, hosted by Alex Gilchrist (Dec. 7, 2022)

  • Zurich Member Dinner, hosted by John Mihaljevic (Dec. 8, 2022)

  • Latticework 2022, The Yale Club of New York City (Dec. 13, 2022)

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

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

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

11 Articles We Are Reading This Week

  1. Bonus battle - Christopher Helman

  2. CEO due diligence - Stephen Clapham

  3. Chinese cybernetics - Dylan Levi King

  4. Conference con man - Adam Ciralsky

  5. Persistence of margins - Greg Obenshain

  6. Philosophy of business - Rohit Krishnan

  7. Equity market bottoms - Erin Miles

  8. Greenhouse gas emissions - Karen Karniol-Tambour

  9. Macroeconomics in its infancy - Noah Smith

  10. Other side of bubble mountain - Frederik Gieschen

  11. Management incentive schemes - Javier Perez Alvarez

Letters, Presentations, Writeups..

Industry Insights: book publishing | copper | media | nuclear power

Quote We Are Contemplating This Week

"Great spirits have always encountered violent opposition from mediocre minds. The mediocre mind is incapable of understanding the man who refuses to bow blindly to conventional prejudices and chooses instead to express his opinions courageously and honestly." —Albert Einstein

5 Podcasts We Are Listening to This Week

  1. TWIII - Elliot, Phil, John on "the capacity to suffer" and Meta

  2. Price-to-Value - David Zaslav on the future of entertainment

  3. Twenty Minute VC - Michael Mauboussin on decision-making

  4. Masters in Business - Ed Chancellor on the story of interest rates

  5. Business Breakdowns - Eric Balchunas on Vanguard's success

5 Videos We Are Watching This Week