About - Latticework by MOI Global

We are glad you are here.

Latticework is the substack of MOI Global, the research-driven membership organization of intelligent investors. It is curated by John Mihaljevic, chairman of MOI Global and author of The Manual of Ideas, now in its second edition with Wiley.

For nearly two decades, MOI Global has hosted summits, published research, and held the kind of conversations that practicing investors find indispensable. Readers range from analysts at independent firms to portfolio managers at the largest investment organizations in the world, including Berkshire Hathaway, Elliott Management, Oaktree Capital Management, Southeastern Asset Management, and many others.

The writing draws on the lattice of disciplines great investors return to — accounting, history, business strategy, psychology, and judgment under uncertainty. The standard is plain: be useful, honest, and worth the reader’s time.

Who reads Latticework

Sophisticated, long term-oriented equity investors around the globe
PMs and analysts at hedge funds and investment advisory firms
Family offices, endowments, and allocators who value primary research
Founders investment organizations building for long-term sustainability
CEOs/CFOs who wish to become great allocators of shareholder capital

What members receive

Free

Free subscribers receive occasional public posts.

Paid (standard)

Paid members receive the full body of work:

AI Bootcamp for Non-Technical Investors — the 16-lesson series for building an AI-powered idea engine, including all prompts and walkthroughs
Monday Morning Briefing — the weekly slide deck framing the week ahead
This Week in Special Situations — a weekly survey of event-driven ideas
Latticework summit replays — audio and transcripts of featured sessions from the annual conference, typically held in New York or Chicago
Access to four annual online conferences — replays and transcripts from Asian Investing Summit (April), Wide-Moat Investing Summit (June), European Investing Summit (October), and the Best Ideas Conference (January), all hosted by MOI Global for more than a decade
Invitation to a bi-monthly LIVE member call — candid discussion of ideas and market trends, featuring some of the leading minds of MOI Global, the membership organization of intelligent investors
Access to a limited pool of passes to in-person conferences — A small number of seats at Latticework NYC/Chicago, Best Ideas Omaha, The Zurich Project, and Ideaweek St. Moritz is allocated to our paid Latticework subscribers

Paid (premium)

Premium is the tier most aligned with how institutional investors use Latticework and gain access to the world of MOI Global. It includes everything in Paid (standard), plus:

MOI Global membership (subject to approval) — full access to the organization that has, for nearly two decades, educated, connected, and inspired fund managers, capital allocators, and investment firm founders

An impression from The Zurich Project 2026

Selected recent publications:

AI Bootcamp for Non-Technical Investors: Build Your Own Investment Idea Engine — A self-paced, 16-lesson series for investors who want to use AI on their own terms, building from prompts and data sources to a working idea engine.
Takeaways from Latticework 2025: Bloomstran, Gayner, Miller, Robotti, Russo, Thomson, Tsai, Wachenheim — The 2025 Latticework summit at the Yale Club in New York, distilled across eight fireside chats with leading investors.
While Wall Street Sells Euphoria, Chris Bloomstran Brings the Math — From the 2026 Zurich Project: the five-factor math behind why a T-bill may beat the cap-weighted S&P 500, and the trillion-dollar test facing AI capital expenditure.
The Great Rotation: The Case for Intelligent Investing 3D — Why generative AI is commoditizing digital assets and shifting capital toward scarce physical ones: energy, metals, infrastructure.
Mohnish Pabrai on His Coal Thesis and the Mental Model Behind It — On capital-starved industries, the mental model behind the coal thesis, and Pabrai’s broader philosophy of intelligent investing.
Hikari Tsushin: Japanese Outlier With Two Decades of Strong Compounding — Omar Malik of Hosking Partners on one of Japan’s most consistent long-term compounders, presented at Asian Investing Summit 2026.

Featured podcasts

Latticework Podcast — Long-form conversations on businesses, investors, and the discipline of investing.
Wisdom in Books Podcast — Readings and reflections from the books that have shaped how great investors think.
Investment Ideas Podcast — Audio versions of selected investment idea writeups.

MOI Global

Latticework is an entry point into the world of MOI Global. Through invitation-only events and member publications, we foster a community of intelligent investors united by a passion for lifelong learning.

MOI Global started out nearly two decades ago as The Manual of Ideas, an investment research publication. As we went out to gather and generate uniquely differentiated content for value-oriented investors, we came to appreciate the tight-knit community that had been developing for many years thanks to a strong nucleus formed by the Berkshire Hathaway annual meeting.

We realized this was not only a community of exceptionally gifted investors, but that the vast majority of them were also willing to share with and learn from their peers. We were humbled to have an opportunity to bring the wisdom of investors like Chuck Akre, Chris Davis, Jean-Marie Eveillard, Tom Gayner, Howard Marks, James Montier, Mohnish Pabrai, Tom Russo, Guy Spier, Murray Stahl, Will Thorndike, Arnold van den Berg, Ed Wachenheim, and Don Yacktman to others in the community. We also saw an opportunity to leverage the internet to help broaden the appeal of value investing beyond its traditional U.S. base.

We call this membership community MOI Global, with investment research constituting one component of the value we bring to members. Other benefits include exclusive thought-leader interviews; member podcasts; curated idea presentations shared via online events such as the Best Ideas conference, Asian Investing Summit, Wide-Moat Investing Summit, and European Investing Summit; as well as offline experiences such as the Latticework summit, Ideaweek, The Zurich Project, Best Ideas Omaha, and member-run local chapter meetings in many cities globally.

We strive for MOI Global to be a lifelong companion to our members, regardless of employment status, the market cycle, or other transient factors. If you are going through a tough period, it’s likely other members are either experiencing a similar phase or have done so in the recent past. By facilitating the right kinds of introductions and interactions, we strive to support members on their personal growth path. Annual events like The Zurich Project and Ideaweek are ideal settings for fostering the kinds of exchanges and experiences that have an enduring impact.

We periodically invite select high-caliber individuals and organizations to join MOI Global for the benefit of all members.

In members’ words

“An endless source of insightful research from peers and inspiring conversations with friends.” —Soumil Zaveri, Partner, DMZ Partners

“Invaluable, drawing on the knowledge and experience of a diverse group of excellent investors.” —Elliot Turner, Managing Partner, RGA Investment Advisors

“A wonderful way to expose yourself to the thoughts of some of the most successful investors out there.” —Thomas S. Gayner, CEO, Markel Group

Begin with a free subscription, or join at the Paid or Premium tier. The Premium tier, which includes full MOI Global membership (subject to approval), is the natural fit for readers whose work is investing.