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Member News and Reading Inspiration
Dear members,
I am delighted to share with you this week's member newsletter.
Our goal with these emails is to highlight not only the latest MOI Global content but also thought-provoking content from third-party sources.
Enjoy!
John
MOI Global - Selected Highlights
We had the pleasure of speaking with John Hathaway, Managing Director and Senior Portfolio Manager of Sprott Asset Management USA, about investment considerations in the gold mining sector.
We hope you will enjoy our exclusive interview with Jim and Abigail Zimmerman of Lowell Capital Management in El Segundo, California.
We are pleased to share a resource for members looking to learn from Guy Spier, a superinvestor who embraces a concentrated value approach.
Quote We Are Contemplating This Week
“To think is easy. To act is hard. But the hardest thing in the world is to act in accordance with your thinking.” —Johann Wolfgang von Goethe
11 Articles We Are Reading This Week
Self-inflicted crisis - Robert Mullin
Tepper's conquest - Austin Weinstein
Reading obsession - Frederik Neckar
Revolt of the juniors - Jen Wieczner
Asian investment ideas - Michael Fritzell
When diversification fails - Ashwin Thapar
Thaler's nudge economics - John Morgan
Future of venture investing - Eric Newcomer
Paradox of decentralization - Byrne Hobart
Decision-making framework - John Huber
When returns outstrip growth - Niels Jensen
Letters, Presentations, Writeups...
Industry Insights: auto finance | cannabis | energy | green energy | housing in Canada | payments | supply chains | tobacco
Letters & Commentaries: 1 Main | Greenhaven | Made in Italy | Maran | RGA | Richard Bernstein Advisors | Third Avenue | Tollymore
5 Podcasts We Are Listening to This Week
Business Brew - Kyler Hasson on investing in quality businesses
Masters of Scale - Reid Hoffman on lessons from 100 episodes
Capital Allocators - Savneet Singh on PAR Technology's business
Knowledge Project - William Irvine on living a stoic life today
Investing with Legends - Mason Morfit's transformational activism