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
Iran - Jordan Schneider
Inflation - Nohshad Shah
Take the win - Andrew Walker
Greed is not good - Joachim Klement
Hallyu everywhere - Michael Fritzell
PE risks in insurance - Phil Bak
Prediction market risks - Harvey Sawikin
Sharp tools; sharp minds - Eric Markowitz
FactSet take-private rumors - Dede Eyesan
Science of personality change - David Epstein
Luddites and a public relations crisis - Rex Woodbury
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | autonomous vehicles | commodities | debt markets | semiconductors | serial acquirers | shipping | software
Geographic Insights: Canada | Europe | France | India | Iran | Middle East
Letters: GDS Investments | Giverny | Maestria | Merrill | Pender
Company Insights: CBIZ | Civeo | Floor & Decor | IG Design Group | London Stock Exchange Group | Marex Group | Nvidia | Revolut
Company Slides: America’s Car-Mart | Bumble | Costco | Greenlight RE | Henkel | HP Enterprise | IDT | Kohl’s | Petrobras | Stitch Fix | Volkwagen
“The stock market is a device for transferring money from the impatient to the patient.” —Warren Buffett
5 Videos We Are Watching This Week
Prof G - Zeihan on Iran, the shifting global order, and energy markets
Dwarkesh - Dylan Patel on AI chip supply, compute costs, and scaling
Bloomberg - Apollo's Torsten Slok warns of a private markets shakeout
Michael Lewis - Bill Gurley on venture capital and long-term thinking
Forbright Bank - Steve Case on American enterprise and looking ahead
5 Podcasts We Are Listening to This Week
Norges - Swiss Re CEO Andreas Berger on how reinsurance adds value
Odd Lots - Blankfein on his career, risk-taking, and life after Goldman
Compound - Is the surge in private credit becoming the new subprime?
Master Investor - Ruchir Sharma on peak markets and what lies ahead
Masters in Business - Bill Gurley on venture capital and tech disruption
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.