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Member News and Reading Inspiration
Dear members,
Secure your seat at Latticework 2022, our member event of the year, to be held at the Yale Club of New York City on December 13.
This year's edition of Latticework will focus on intelligent investing in the context of elevated inflation. We will explore the theme, "Compounders versus Commodity Businesses in an Inflationary World".
It is my pleasure to announce a new keynote speaker: Christopher Tsai, President and Chief Investment Officer of Tsai Capital Corporation. I have benefited tremendously from Christopher's wisdom and look forward to his insights into investing in an age of disruption.
Christopher joins a terrific spaker lineup, which includes Chris Bloomstran, President and Chief Investment Officer of Semper Augustus Investments Group. Additional speakers will be announced in the coming weeks.
Reserve your seat today (early-bird discount expires soon).
Warmly,
John
MOI Global - Selected Highlight
We spoke with Larry Pitkowsky of GoodHaven Capital Management about his investment approach. Larry discussed Lennar, Exor, and Goldman Sachs.
Quote We Are Contemplating This Week
"Beware the bareness of a busy life." —Socrates
11 Articles We Are Reading This Week
Markets in power - Patrick McKenzie
Dangerous decade - Richard Haass
Distilled knowledge - Rohit Krishnan
Reaping the whirlwind - Aswath Damodaran
EY's questionable split - Francine McKenna
AI and the future of war - Jordan Schneider
Tiktokization of everything - Rex Woodbury
Japanese stocks and the yen - Nick Schmitz
Economics of documentaries - Mia Galuppo
Iterative vs. determinate path - Max Olson
Economic uncertainty and startups - Bill Gurley
Letters, Presentations, Writeups..
Industry Insights: housing | security software | semiconductors | timing
Letters & Commentaries: Ameriprise | Cypress | GMO | Hussman | J.P. Morgan | Merrill | Oaktree | Palm Valley | Swiss Re | TBC | The Value Firm
Company Slides: Bed Bath & Beyond | Duckhorn | Endava | Jabil | Micron | Paychex | Progress Financial | Rite Aid | TD Synnex | United Natural Foods
5 Podcasts We Are Listening to This Week
TWIII - Elliot, Phil, John on inventory risks amid demand swings
Acquired - Ben Gilbert and David Rosenthal on Benchmark Capital
Deep Questions - Ryan Holiday on his book, Discipline Is Destiny
What Got You There - Brad Slingerlend on complexity and decisions
Business Breakdowns - Cristina Berta Jones on Trader Joe's success