In this digest, we bring you the most insightful free online content, curated by the team at MOI Global. This substack aspires to be a platform for your growth, whether you are on the hunt for great ideas, looking to learn from great investors, or building a great investment firm.
MOI Global members, scroll down for member news and updates.
11 Articles We Are Reading This Week
Base rates - Michael Mauboussin
Super bowl ads - Owen Lamont
Two drawdowns - Todd Wenning
Solutions are shy - George Mack
We are not our tools - Eric Markowitz
Navigating disruptions - Dede Eyesan
Learning from art history - James Emanuel
Hedge funds vs. private equity - Dan Rasmussen
Embarrassingly parallel problem - Carl Hendrick
Investing under radical uncertainty - Jared Lim
Gap between capability and adoption - Rex Woodbury
Letters, Presentations, Writeups…
Industry Insights: autonomous vehicles | banking | construction | gaming | healthcare facilities | real estate | software | software as a service
Geographic Insights: Argentina/Brazil | China | India | Japan
Letters: Auxier | Black Bear | Emeth Value | GDS Investments | KMF | LVS Advisory | Merrill | Moerus | Pershing Square | Praesidium | Third Point
Company Insights: BRK | Constellation Software | Crocs | Docusign | Meta | Metlen | Nippon Carbon | Parker-Hannifin | PayPal | Texas Instruments
Company Slides: AstraZeneca | Barclays | Baxter | Crocs | Ferrari | Fiserv | Goodyear | Harley Davidson | Heineken | Kraft | Lyft | S&P | Tenet | Zillow
“There are two times when people forget their principles: at the top of the market and at the bottom.” —Phillip A. Lowe
Special Invitation: Best Ideas Omaha 2026
Join us at Best Ideas Omaha 2026, hosted by MOI Global.
We are delighted to make available a handful of seats at this exclusive investor gathering to our Latticework subscribers. The event will be held on Friday, May 1st in the morning (incl. breakfast). The program will consist of idea sharing and informal conversations among like-minded investors.
Hurry, these seats won’t last long. Secure yours now.
“There are two times when people forget their principles: at the top of the market and at the bottom.” —Phillip A. Lowe
5 Videos We Are Watching This Week
Stripe - Ben Thompson on media, AI ads, and the end of SaaS
Norges - CEO Mike Gitlin on Capital Group’s investment model
Sequoia - CEO Bill Anderson on leading the turnaround at Bayer
Goldman Sachs - Lone Pine’s David Craver on fundamental investing
Insightful Investor - Boston Partners’ Josh Jones on market anomalies
5 Podcasts We Are Listening to This Week
Dwarkesh - Anthropic’s Dario Amodei on the status and future of AI
Business Brew - Greystone’s Adam Wilk on his investment approach
How I Built This - Reed Hastings on the decisions that built Netflix
Capital Allocators - CIO Stephen Gilmore on CalPERS’ philosophy
Merryn Talks Money - Author Ed Conway on saving key industries
Save the date: Latticework 2026 will be held at the University Club of Chicago. We will meet for two days on November 10-11, 2026. (Priority access granted to MOI Global members and paid Latticework subscribers. Stay tuned for your personal invitation.)
Member Updates & Events
The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.