Archive - Latticework by MOI Global

Are the Hyperscalers Turning Themselves into the Telecom Companies of the Late 1990s?

From Asset-Light to Capital-Heavy: What Could Go Wrong?

Mar 16 •

John Mihaljevic

Mohnish Pabrai on His Coal Thesis and the Mental Model Behind It

Exclusive Interview in Special Series, Intelligent Investing 100

Jan 23 •

John Mihaljevic

1:09:07

Why Every Investor Must Understand Capital Cycle Theory

Lessons from "Capital Returns", the Classic by Marathon (Part One)

Mar 13 •

John Mihaljevic

2:26:42

How Successful Investors Find Winning Ideas

A Compilation of Wisdom from Hundreds of Interviews

Dec 22, 2024 •

John Mihaljevic

Michael Mauboussin on Finding Wisdom in Unconventional Places

A Conversation with Michael about his book, More Than You Know

Jan 1 •

John Mihaljevic

50:26

Tariffs: Method to the Madness? What's an Investor to Do?

A Closer Look at the Risks and Opportunities

Mar 12 •

MOI Global Equity Research

and

John Mihaljevic

33:37

Chris Mayer on Stocks that Return 100-to-1, and How to Find Them

Exclusive Interview with Alex Gilchrist

Feb 20 •

John Mihaljevic

52:36

The Genius of Stan Druckenmiller: Lessons for Investors

Exclusive Program in Special Series, Intelligent Investing 100

Mar 20 •

John Mihaljevic

and

MOI Global Equity Research

1:50:22

Noah Snyder on Case Studies in Programmatic Acquirers, and the Distinction vs. Serial Acquirers

Exclusive Interview with the founder of Snöboll Capital

Jul 2 •

and

MOI Global Equity Research

Capital Cycles in Practice: Selecting Investments in Today's Market

Lessons from "Capital Returns", the Classic by Marathon (Part Two)

Apr 8 •

John Mihaljevic

2:03:38

Guy Spier Unplugged: Two Hours of Investment Wisdom and Ideas

Ferrari, Alibaba, coal miners, rating agencies, and much more

Dec 25, 2024 •

John Mihaljevic

1:57:15

Mohnish Pabrai on His Book, The Dhandho Investor: The Low-Risk Value Method to High Returns

Mohnish Pabrai Discusses Key Takeaways from His Investment Classic

Dec 1, 2024 •

John Mihaljevic

,

, and

Christian Billinger

1:00:03

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