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
Tug of war - Massimo Fuggetta
Five books - Joachim Klement
Ellenbogen - Dom Cooke
Enron vibes - Owen Lamont
Systemic analysis - Scott Sumner
Investing in growth - Brian Chingono
Google strikes back - Ben Thompson
Power overwhelming - Kevin Zhang
Trillion dollar market caps - Aswath Damodaran
Discipline of stepping away - Jared Lim
Risk of cognitive convenience - David Epstein
Letters, Presentations, Writeups…
Industry Insights: ai | banking | crypto | gaming | healthcare technology | metals | petrochemicals | seimconductors | software | steel
Geographic Insights: India | Japan | Poland | UK
Letters: Atai | Desert Lion | Goehring & Rozencwajg | Hayden | Jackson Peak | J.P. Morgan | LRT Capital | Lux Capital | Merrill | Voss
Company Insights: Electronic Arts | Fiserv | Fluor | Furubayashi Shiko | Isamu Paint | Legacy Housing | RCI Hospitality
Company Slides: AEO | ARC Resources | Dollar Tree | Emcor | Hibiscus | Inditex | Macy’s | Marvell | Nomura | RBC | Stag Industrial | UNFI
“The real secret to investing is that there is no secret to investing. Every important aspect of value investing has been made available to the public many times over, beginning with the first edition of Security Analysis.” —Seth Klarman
5 Videos We Are Watching This Week
Norges - Economist Ruchir Sharma on global market risks
Elad Gil - Henry Kravis on the impact of AI on private equity
Nikhil Kamath - Elon Musk on consciousness, AI, the future
Mathias Döpfner - Satya Nadella on the AI energy battle
Insightful Investor - Joe Davis on the tug-of-war economy
5 Podcasts We Are Listening to This Week
Joe Rogan - Jensen Huang on the future of artificial intelligence
Talking Billions - Jim and Abby Zimmerman on value investing
Capital Allocators - John Khoury on public real estate investing
Against the Rules - Michael Burry on betting against AI stocks
Conversations with Tyler - Dan Wang on China and America
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 paid Latticework subscribers and MOI Global members. Stay tuned for your personal invitation.)
Member Updates & Events
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