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Member News and Reading Inspiration
Dear members,
Save the date: Latticework 2022 will take place at the Yale Club of New York City on December 13, with a cocktail reception the previous evening. We will share further information with members soon.
Replay conversations from our Meet-the-Author Forum 2022 and inspire your summer reading.
Replay sessions from our Wide-Moat Investing Summit 2022 and inspire your search for high-quality businesses.
Have a terrific week ahead.
John
MOI Global - Selected Highlights
Nick Timiraos on Trillion Dollar Triage: How Jay Powell and the Fed Battled… | MOI Global — moiglobal.com
Nick Timiraos discussed his book, Trillion Dollar Triage, recommended by Warren Buffett, at MOI Global's Meet-the-Author Forum 2022.
Dr. George Athanassakos discussed his book, Value Investing: From Theory to Practice, at MOI Global's Meet-the-Author Forum 2022.
Fred Reichheld discussed Winning on Purpose: The Unbeatable Strategy of Loving Customers, at MOI Global's Meet-the-Author Forum 2022.
Quote We Are Contemplating This Week
"Dogmatism and skepticism are both, in a sense, absolute philosophies; one is certain of knowing, the other of not knowing. What philosophy should dissipate is certainty, whether of knowledge or ignorance." —Bertrand Russell
11 Articles We Are Reading This Week
Getting old - Byrne Hobart
Authenticity - Rohit Krishnan
Cold war lessons - Jordan Schneider
Currency crashes - Igor Vasilachi
Hamiltonian moment - Joseph Politano
Boosters and doomsters - Sam Bowman
Semantics of a recession - Kyla Scanlon
Diverging from the crowd - Howard Marks
Models, guidance, humility - Roger Lowenstein
What's not wrong with Italy - Matthew Yglesias
Social media giants' downfall - Cal Newport
Letters, Presentations, Writeups...
Industry Insights: AI | ammonia | consumer tech | deep learning | gold | oil
Letters & Commentaries: 118 West | Alta Fox | DoubleLine | Bronte | Farnam Street | Gate City | Horizon Kinetics | JCP | LVS | Maran | Massif | Moody's | O'Keefe Stevens | Pender | Pzena | RGAIA | Roumell | Ruffer | Value Firm
Company Writeups: Alphabet | DISCO | Intel | Mercury Systems (short) | Meta | Netflix | Phillip Morris | Sony | Tesla | Zomato
Company Slides: ABInBev | Altria | Amazon | Ambev | ArcelorMittal | Baxter | Cognizant | Comcast | Etsy | Ford | Harley-Davidson | Intel | KLA | Mastercard | Nestle | Pfizer | PG&E | Qualcomm | VeriSign | VF | Volkswagen | WTW | Xcel
5 Podcasts We Are Listening to This Week
50x Podcast - Nick Howley on capital allocation at TransDigm
Knowledge Project - Andrew Wilkinson's entrepreneurial insights
Business Breakdowns - Seth Goldstein on DuPont's long journey
Wisdom From The Top - Lou Gerstner on making IBM dominant
Investing by the Books - Andrew Wagner on gaming economics