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
Recap - Ray Dalio
Outlook - Michael Cembalest
AI future - Dan Wang
Venezuela - Nick Corvino
Japan’s revival - Naoki Ito
Wisdom takes work - David Epstein
Shareholder primacy - James Emanuel
How to manufacture luck - Mauricio Heck
Television as a framework - Rex Woodbury
China’s rare earths chokehold - Farrell Gregory
How to tame a complex system - Jason Crawford
Letters, Presentations, Writeups…
Industry Insights: electricity | oil | payments | software | travel platforms
Geographic Insights: Japan | Southeast Asia | Venezuela
Letters: Alluvial | Carsten Mueller | Cornerstone Value | Gillen | Greenfield | Halvio | Merrill | Palm Valley | Parkway | Right Tail | Tsai Capital | Vltava
Company Insights: BRC | Cinemark | MegaStudyEdu | Shriro | TDS | ZD
Company Slides: Acuity Brands | Apogee | Franklin Covey | Helen of Troy | Hibiscus Petroleum | MSC Industrial | Murphy Oil | RPM | Saratoga
“Uncertainty is the friend of the buyer of long-term values.” —Warren Buffett
5 Videos We Are Watching This Week
Aleph - Former Renaissance Technology executive on the AI bubble
Norges - Michael Bloomberg on building Bloomberg into a leader
David Senra - John Mackey on his journey and Whole Foods’ success
Johnathan Bi - Jim O’Shaughnessy on how to be a thinker and a doer
David Rubenstein - Ray Dalio on the risks facing the US economy
5 Podcasts We Are Listening to This Week
Odd Lots - Eurasia’s Gregory Brew on Maduro’s capture, oil markets
Network State - Dan Wang on the engineering vs. the lawyerly state
Talking Billions - Mathematician David Diranko on contrarianism
Capital Allocators - CEO Mike Gitlin on Capital Group’s philosophy
Invest Like the Best - Reed Hastings on nurturing talent and content
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
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