Dear members,

Our fully online Wide-Moat Investing Summit 2022 is coming up at the end of June.

As a member, simply visit the MOI Global website from June 28th through July 1st and access the pre-recorded and LIVE sessions on a complimentary basis.

With the recent market selloff as backdrop, I am excited to discover the favorite high-quality ideas of a select group of MOI Global instructors.

Warmly,

John

Quote We Are Contemplating This Week

11 Articles We Are Reading This Week

1. Enduring inflation - Ravi Nagarajan

2. Cheap renewables - Chris Leithner

3. Trading cost barrier - Nick Schmitz

4. Where is the bottom - Bogumil Baranowski

5. Druckenmiller's wisdom - Graham Rhodes

6. Why we trust fraudsters - Dan McCrum

7. Europe's inflation problem - Joseph Politano

8. Zero covid and free speech - Ben Thompson

9. Decoding the quality factor - Stephen Clapham

10. Clean trades and dirty hedges - Byrne Hobart

11. Awaiting the cure for high prices - Sam Ro

Letters, Presentations, Writeups...

Industry Insights: carbon trading | food delivery | quantum technology

Letters & Commentaries: Bonhoeffer | Comerica | Desert Lion | ETH Zurich | J.P. Morgan | Moody's | Pinecone Macro | RBC | Tsai Capital | World Bank

Company Writeups: Alphamin | Delivery Hero | Grab | Longi Green Energy | MicroStrategy (short) | Old Dominion Freight Line | TC Bancshares

Company Slides: Adobe | Ferguson | Halma | Jabil | Planet Labs | Wiley

5 Podcasts We Are Listening to This Week

1. TWIII - Mike Puangmalai on deep corporate governance analysis

2. EconTalk - Sridhar Ramaswamy on the future of search engines

3. Odd lots - Jim Chanos on why some equities have more downside

4. Excess Returns - Wes Gray on portfolio management and mistakes

5. Barron's Advisor - Chris Davis on buying durable growth businesses

5 Videos We Are Watching This Week