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Member News and Reading Inspiration
11 Articles We Are Reading This Week
Disconnect - Sean Stannard-Stockton
Perfect storm - Frank Martin
Luxury beliefs - Rob Henderson
Domestic bias - Stephen Clapham
Wars and money - Rohit Krishnan
Graham's wisdom - Jason Zweig
Omaha pilgrimage - Lauren Templeton
Bond king revisited - Mary Childs
SEC's enduring role - Roger Lowenstein
Bear market investing - Michael Fritzell
Investing amid inflation - Aswath Damodaran
Letters, Presentations, Writeups...
Industry Insights: bitcoin | buy now, pay later | cable | housing | publishing | semiconductors | shale oil | SPACs | stablecoins
Letters & Commentaries: Brennan | Bridgewater | ETH Zurich | McIntyre | Merrill | Mittleman | Moody's | Steel City | Third Point | Wedgewood
Company Slides: Bausch | Bayer | Brink's | Duke Energy | Hyatt | IGT | Liberty Global | Motorola | Roblox | Siemens | Suncor | Tyson | Ubisoft | Wendy's
Quote We Are Contemplating This Week
"Care about what other people think and you will always be their prisoner." —Lao Tzu
MOI Global - Selected Highlights
Thomas A. Russo of Gardner Russo & Quinn shared his thesis on Heineken (Netherlands: HEIA) at Best Ideas Omaha 2022.
Bob Robotti of Robotti & Company shared his thesis on Olin (US: OLN) and the "Revenge of the Old Economy" at Best Ideas Omaha 2022.
Chart of the Week: US/Canada Housing Prices
Source: A Few Things... https://bit.ly/3l9aIUP
5 Podcasts We Are Listening to This Week
TWIII - Elliot, Phil, John on the Buffett and Munger's Q&A in Omaha
Trillions - Vivek Ramaswamy and Anson Frericks on the ESG backlash
Compounders - Chris Mayer on the building blocks of a 100-bagger
Hidden Forces - Jeff Currie on the "revenge of the old economy"
Superinvestors - Fred Hickey on the path ahead for the stock market