Dear members,

We are assembling a terrific speaker lineup for our 9th annual European Investing Summit, a fully online conference to take place in October.

More than a dozen speakers are already confirmed, including Henrik Andersson, Marta Escribano, Massimo Fuggetta, Daniel Gladiš, Pieter Hundersmarck, Thomas Karlovits, Samuel Weber, and other great instructors.

If you would like to recommend a speaker for European Investing Summit, I would be delighted to hear from you.

Warmly,

John

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Inflation - James Montier

2. Buy and hold - Todd Wenning

3. Investing differently - François Sicart

4. Grahamian investing - Massimo Fuggetta

5. Theory of blind spots - Roger's Bacon

6. Inflationary strategies - Henry Neville

7. Story of disinformation - Joseph Bernstein

8. Learning from the greats - Frederik Neckar

9. Dividend futures disaster - Byrne Hobart

10. Meditations on regulations - Rohit Krishnan

11. China and education policy - Jordan Schneider

Letters, Presentations, Writeups...

Industry Insights: China semiconductor supply chain | creator economy | energy infrastructure and renewables | iron ore | steel

Letters & Commentaries: Coho Capital | Hayden Capital | Hosking Partners | Merrill | Moody's | SRK Capital

Company Writeups: Dalata Hotel Group | Gérard Perrier Industrie | Mudrick Capital Acquisition | PFSweb | Sherwin-Williams | Waste Connections

Company Slides: Baby Bunting | Energy Transfer | Farfetch | Firefinch | HKEX | Petronet LNG | Swiss Life | Woodside / BHP Petroleum

5 Podcasts We Are Listening to This Week

1. BTBS - John Armitage and Brent Hoberman on public/VC investing

2. Compounders - Tom Gayner on 30 years of investing as a family

3. Real Estate 101 - Josh McCallen on intelligent rinvesting in resorts

4. Capital Allocators - Bruce Martin on concentrated equity investing

5. Ben Franklin's World - Phillip Reid on 18th century merchant ships

5 Videos We Are Watching This Week