Latticework by MOI Global

Latticework by MOI Global

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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
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Weekly curated links

Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

John Mihaljevic
Mar 08, 2025
∙ Paid
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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
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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.



11 Articles We Are Reading This Week

  1. Fun criterion - Trung Phan

  2. Gimme credit - Howard Marks

  3. AI’s hidden cost - Eric Markowitz

  4. Catching lightning - Frederik Gieschen

  5. Bounded rationality - Polymath Investor

  6. Commodity price risks - Steve Cooper

  7. AI’s path to profitability - Eric Flaningam

  8. Investing in a new world - Bob Prince

  9. Dividends and buybacks - Aswath Damodaran

  10. Manufacturing revolution - Nicholas Welch

  11. Withdrawing tons of cash - Patrick McKenzie

Letters, Presentations, Writeups…

Industry Insights: aerospace | artificial intelligence | banking | bitcoin | gold | ocean freight | oil services | renewable energy | software

Geographic Insights: China | Germany | Japan | Pakistan | Russia | Taiwan

Letters: Desert Lion | Goldman Sachs | Greenhaven | J.P. Morgan | Marlton | Merrill | Palm Valley | Saltlight | Sandbrook

Company Insights: Airbnb | Berkshire | Bombardier | Darling Ingredients | Fiverr | Infosys | LandBridge | Sea Limited | Shift4 Payments | Tencent

Company Slides: Abercrombie & Fitch | Adidas | AutoZone | Brown-Forman | Continental | DHL | Foot Locker | Kroger | Macy’s | Miller | Nomad Foods


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“It has been my observation that most people get ahead during the time that others waste.” —Henry Ford

5 Videos We Are Watching This Week

  1. Norges - Lars Strannegard on leadership, skills AI can’t replace

  2. Barron’s - Cliff Asness on “volatility laundering” in private equity

  3. Bloomberg - Bruce Flatt on deal making, the impact of tariffs

  4. Bloomberg - Bridgewater’s Nir Bar Dea on AI and hedge funds

  5. Goldman Sachs - Capstone’s Paul Britton on success in derivatives

5 Podcasts We Are Listening to This Week

  1. BG2 - Gerstner and Gurley on Grok, AI memory, China, DOGE

  2. Odd Lots - Ray Dalio on gold, bitcoin, the coming US debt crisis

  3. Latticework - Daniel Vasquez on allocating institutional capital

  4. Latticework - Dan Rasmussen on his book, The Humble Investor

  5. Value Perspective - David Marcus on lessons from Michael Price


Member Updates & Events

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