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Member News and Reading Inspiration

October 29, 2022

Dear members,

I am delighted to announce that superinvestor Tom Russo has agreed to speak and answer your questions at Latticework 2022 on December 13.

Tom is a long-term shareholder in well-managed, competitively advantaged businesses with a "capacity to suffer". He will share his latest thoughts on the kinds of businesses that are likely to grow shareholder value on an inflation-adjusted basis even in the current treacherous macro environment.

Seating is limited. Register now.

—John

Quote We Are Contemplating This Week

"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." —Bruce Lee

11 Articles We Are Reading This Week

  1. Bogleheads - Jason Zweig

  2. Free cash flow - Aswath Damodaran

  3. Market fallacies - Bogumil Baranowski

  4. Cone of foresight - Rohit Krishnan

  5. Terminal multiples - Dan Rasmussen

  6. Bear market paradox - Stephen Clapham

  7. Overrated disruption - Javier Perez Alvarez

  8. Expectations and reality - Morgan Housel

  9. Happiness as a discipline - Clay Skipper

  10. Lessons from turnarounds - Rex Woodbury

  11. Money laundering method - Sebastian Rotella

Letters, Presentations, Writeups..

Industry Insights: AI | crypto | energy | fintech | semiconductors | software

5 Podcasts We Are Listening to This Week

  1. TWIII - Elliot, Phil, John on Einhorn's comments on value investing

  2. EconTalk - Ryan Holiday on discipline and the power of self-control

  3. Plain English - Ben Smith on the future of news/media companies

  4. Excess Returns - Rob Arnott on how he runs his personal portfolio

  5. How Leaders Lead - Jim Weber discusses the power of focus

5 Videos We Are Watching This Week