Latticework by MOI Global

Latticework by MOI Global

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Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
 • MOI Global Equity Research
4:43
Industry Primer: Exchanges & Financial Market Infrastructure
Research report and companion slide deck on how exchanges and financial market infrastructure businesses make money, what their long-terms returns show…
 • MOI Global Equity Research
Industry Primers Podcast: Exchanges & Financial Market Infrastructure, Part Two: The Deep Dive
A working method for analyzing exchanges, clearinghouses and market data businesses, from the revenue model through the accounts to the due diligence…
 • MOI Global Equity Research
2:56:17
Industry Primers Podcast: Exchanges & Financial Market Infrastructure, Part One: The Story
A narrative history of how the world's exchanges, futures markets and clearinghouses came to work the way they do, told through the people who built…
 • MOI Global Equity Research
1:31:14
This Week in Special Situations: Signet Jewelers, Medipal Holdings, First REIT of New Jersey
A survey of event-driven investment ideas
 • MOI Global Equity Research
Murray Stahl: Owning What Cannot Be Indexed
Owner-Operators, Dormant Assets, Spin-offs, Exchanges, Royalties
 • MOI Global Equity Research
1:09:21
The Monday Morning Briefing: Labor Day Edition
Week of September 7, 2026
 • MOI Global Equity Research
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
 • MOI Global Equity Research
This Week in Special Situations: Abercrombie, PagSeguro, Vodafone
A survey of event-driven investment ideas
 • MOI Global Equity Research
Howard Marks: Higher-Level Thinking
A Different, and Better, Approach to Risk
 • MOI Global Equity Research
1:02:12

August 2026

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