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
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