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
Disorder - Ray Dalio
Death markets - Byrne Hobart
Debt and taxes - Aswath Damodaran
Avoiding choking - David Epstein
Auditing ambition - David Wells
What happens next - Tom Morgan
Replacement anxiety - Scott Sumner
Generating good ideas - Eric Markowitz
Vertical software selloff - Nicolas Bustamante
Weaponized risk models - Daniel Rasmussen
Glass bottleneck beneath ai - Mauricio Heck
Letters, Presentations, Writeups…
Industry Insights: ai | gaming | housing | saas | semis | software | uranium
Geographic Insights: China | Japan | Korea | South Africa | United Kingdom
Letters: Greenlight | McIntyre | Merrill | Robotti | Smoak | Southeastern
Company Insights: Circle Group | Constellation Software | Global Dominion | Jardine Matheson | Riken Keiki | Saizeriya | Volaris | Vor Biopharma | Wix
Company Slides: Airbus | Bausch+Lomb | Booking | Borr | Deere | Garrett Motion | Louisiana-Pacific | Moody’s | Walmart | Wendy’s | Wyndham | Wynn
“The market is fond of making mountains out of molehills and exaggerating ordinary vicissitudes into major setbacks.” —Benjamin Graham
5 Videos We Are Watching This Week
Dwarkesh - Anthropic’s Dario Amodei on AI scaling and frontier labs
David Senra - 37signals CEO Jason Fried on building a sustainable firm
How I Write - Bill Browder on writing, books vs. articles, finding the truth
Knowledge Project - Nicolai Tangen on high-speed decision-making, AI
Behind the Balance Sheet - Jonathan Tepper on his investing approach
5 Podcasts We Are Listening to This Week
Norges - Givaudan’s Gilles Andrier on the science of scents and flavors
Odd Lots - Jared Sleeper on software firms and the saas-pocalypse
Acquirers - Juan Torres on emerging markets, China, Indonesia, Taiwan
Talking Billions - Guy Spier on what really counts in life beyond wealth
Modern Wisdom - Oliver Burkeman on stopping a productivity addiction
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.