Latticework by MOI Global

Latticework by MOI Global

Share this post

Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
Copy link
Facebook
Email
Notes
More
Weekly curated links

Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

John Mihaljevic
Apr 26, 2025
∙ Paid
7

Share this post

Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
Copy link
Facebook
Email
Notes
More
Share

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. Resilience - Matt Franz

  2. Free trade - Duncan Weldon

  3. Deplatforming - Rohit Krishnan

  4. Aging racehorses - Kevin Carpenter

  5. Embracing illusions - Harvey Sawikin

  6. Contrarian investing - Aswath Damodaran

  7. Decline of deep reading - Carl Hendrick

  8. Debt, assets, opportunity - Polymath Investor

  9. Ghosts of companies past - Ben Thompson

  10. Improving a popular formula - Valuelytica

  11. How we prepare for anything - Dan Shuart

Letters, Presentations, Writeups…

Industry Insights: AI | data centres | fashion | gaming | hedge funds | open source | real assets | robots | semiconductors | silver | software

Letters: Akre | Cedar Creek | Crossroads | East 72 | Gate City | Laughing Water | Merion Road | Nightview | Patient | Pender | Plural | Upslope

Company Insights: Alphabet | Antin | BYD | ContextLogic | Eckert Ziegler | Ecolab | Hermes | Kitwave | Medifast | Nelnet | Oil States | Paypal | Rumo

Company Slides: 3M | Baker Hughes | Boeing | Danaher | Las Vegas Sands | Lockheed Martin | Moody’s | Otis | Pulte | United Rentals | Wyndham


Share

“You always own the option of having no opinion. There is never any need to get worked up or to trouble your soul about things you can’t control. These things are not asking to be judged by you. Leave them alone.” —Marcus Aurelius

5 Videos We Are Watching This Week

  1. Norges - Ken Rogoff on tariffs and the future of the US dollar

  2. Stanford - Walmart CEO McMillon shares leadership lessons

  3. Goldman Sachs - Warburg CEO on the private equity outlook

  4. How Leaders Lead - TKO COO on high-performing teams

  5. Global Energy Policy - Fireside chat with Yergin and Orszag

5 Podcasts We Are Listening to This Week

  1. Acquired - Discussion of the history and strategy of Epic Systems

  2. Founders - Lessons from Sony founder Akio Morita’s biography

  3. Latticework - Cristiano Souza on investing in great businesses

  4. Money Maze - Carson Block on the shrinking world of shorting

  5. Knowledge Project - Lessons from Teledyne’s Henry Singleton


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.

This post is for subscribers in the Premium plan

Already in the Premium plan? Sign in
© 2025 John Mihaljevic
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More