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
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
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