Dear members,

Planning is well underway for Best Ideas Omaha 2022, to be held on April 29 from 8am-12pm at the Omaha Marriott Downtown at the Capitol District. Great speakers from the MOI Global community will share their best ideas in a TED-style format of seven-minute presentations followed by two minutes of Q&A.

If you plan to be in Omaha, please mark your calendar. Formal invitations will be sent in early March (in the meantime, we are reaching out to previously registered members whose registrations were rolled forward due to covid).

Finally, if there is anything I can do to make your MOI Global membership more valuable/enjoyable, please do not hesitate to reach out.

Warmly,

John

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Contrarians - Bogumil Baranowski

2. Tiger stocks - Jason Zweig

3. Paid for twice - David Cain

4. Next big thing - James Pethokoukis

5. Weird strategies - Rohit Krishnan

6. Playing the game - Joel Cohen

7. Bubble meltdown - Johann Colloredo-Mansfeld

8. King of bouncing back - Frederik Neckar

9. How money shapes art - Rex Woodbury

10. Democracy on crutches - Niels Clemen Jensen

11. Data business economics - Abraham Thomas

Letters, Presentations, Writeups...

Industry Insights: cable | crypto | energy | fintech | gaming | hedge funds | oil and gas | options markets | semiconductors | supply chains | web3

Letters & Commentaries: Alphyn | Alta Fox | Arquitos | Brennan | Cedar Creek | Farnam Street | FPA | Greenlight | Greenhaven | J.P. Morgan | Miller Value | Morgan Stanley | Palm | Pender | Pershing Square | RBC | Silver Ring | Tidefall

Company Writeups: Blackline | Crocs | Global Fashion Group | Groupon | Microsoft | Mr. DIY | Nam Tai Property | NXDT | Spotify | Tencent | Xiaomi

Company Slides: Amazon | Broadridge | Carlyle | Cognizant | Clorox | Facebook | Ferrari | Ford | GM | Gilead | Lee | Otis | Paypal | Pulte | Sensata | UPS

5 Podcasts We Are Listening to This Week

1. TWIII - Elliot, Phil, John on timely and timeless investing topics

2. Longriver - Richard Lawrence on his new book, The Model

3. Tim Ferriss - Cal Newport on the pursuit of craftsmanship

4. What Got You There - Sebastian Mallaby on the VC mindset

5. Business Breakdowns - Twitter, and why it has a bright future

5 Videos We Are Watching This Week