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Member News and Reading Inspiration

April 02, 2022

Dear members,

Join us this week at Asian Investing Summit 2022 and discover timely investment ideas across Asia. As a member, you are automatically registered. Simply visit the MOI Global website on Wednesday, Thursday, and Friday to access the sessions as they are released over the course of those three days.

We look forward to Best Ideas Omaha 2022 (fully booked), to take place on April 29th from 8am-12pm, including breakfast. Immediately following the MOI Global event, our friend Guy Spier will host a casual lunch "meet and greet" from 12:30-3:30pm. If you would like to attend, click here.

Finally, I am excited to host The Zurich Project 2022 (fully booked) in June. We have a terrific group of emerging and established managers, allocators, family offices, and endowments participating in the event. It is always a wonderful learning experience, and it will be great to see many of you there.

Warmly,

John

Quote We Are Contemplating This Week

"The whole problem with the world is that fools and fanatics are always so certain of themselves, but wiser people so full of doubts." —Bertrand Russell

11 Articles We Are Reading This Week

  1. ESG test - Aswath Damodaran

  2. Do no harm - Brent Beshore

  3. Selling a stock - Rodney Smith

  4. Accessible data - Auren Hoffman

  5. Avoiding instinct - Charlie Sherritz

  6. Enduring success - John Huber

  7. China's dilemmas - Bilahari Kausikan

  8. Mainstream culture - Rex Woodbury

  9. Necessary inefficiency - Ravi Nagarajan

  10. Democracy’s superpower - Jonathan Tepperman

  11. Underexploiting your edge - Kris Abdelmessih

Letters, Presentations, Writeups...

Company Writeups: AGL | Berkshire | Centaurus | Firefinch | Nintendo | Nvidia

5 Podcasts We Are Listening to This Week

  1. TWIII - Max Frumes on his book, The Caesars Palace Coup

  2. a16z Podcast - Andrew Chen on user acquisition and growth

  3. Business Brew - Dave Girouard on better credit underwriting

  4. Ezra Klein Show - Daniel Yergin on energy and Putin's war

  5. Richer, Wiser, Happier - Joel Greenblatt on intelligent investing

5 Videos We Are Watching This Week