Dear members,

European Investing Summit 2021 is now available for replay!

Benefit from more than two dozen idea presentations by MOI Global instructors including Massimo Fuggetta, Daniel Gladiš, Brad Hathaway, Pieter Hundersmarck, José Antonio Larraz, Alirio Sendrea, Samuel Weber, and others.

There is "something for everyone", as the ideas range from Eastern Europe to Western Europe, deep value to growth at a reasonable price, old to new economy, small to large. Be sure to take a look!

If you would like to listen to selected sessions in your favorite podcast app, please access the member podcast "Discover Great Ideas". Enjoy!

Warmly,

John

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Home bias - Jason Zweig

2. Chinese scrutiny - Lingling Wei

3. Freedom at work - Adam Grant

4. Volatility squeeze - Last Bear

5. Employee attrition - Aaron De Smet

6. Seeds of populism - Roger Lowenstein

7. Approach to selling - Chris Leithner

8. Empire of dying wells - Zachary Mider

9. In love with the process - Bogumil Baranowski

10. Libertarian city's hurdles - Ian MacDougall

11. Technological revolutions - Ben Thompson

Letters, Presentations, Writeups...

Industry Insights: energy | instant delivery | internet: one, two | payments: one, two | stock market indices

Letters & Commentaries: Black Bear | Curreen | DMZ | Ensemble | Flagship | GMO | J.P. Morgan | Moody's | Oakmark | Quilt | Wilshire

Company Writeups: Bluerock Residential | Camber Energy (short) | FedEx | Tata Motors | TopBuild | Vitalhub | Willis Towers Watson

Company Slides: Bank of America | J.P. Morgan | Tikehau Capital | Wienerberger

Chart of the Week: Business Inventories to Sales

5 Podcasts We Are Listening to This Week

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

2. Odd Lots - Ryan Petersen discusses the global supply chain crisis

3. Business Brew - Stinson Dean on the lumber market dynamics

4. How I Built This - Noubar Afeyan on Moderna, launching biotechs

5. Land of the Giants - Peter Kafka on Apple’s relationship with China

5 Videos We Are Watching This Week

Replay: A Meeting of Great Minds - Miller Value Partners — millervalue.com

William Green and Bill Miller represent two perspectives on the Great Minds of Investing. William Green, an avid researcher of the best minds in investing and author of numerous books. His latest, Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life, candidly recounts the experience of many of the industry greats. Bill Miller, a superstar value investor, is a practitionera of his craft for nearly 40 years. In this unique dialogue, the writer and the practitioner will cross-interview the other about his work in the field of investing.