Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
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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