Latticework by MOI Global

Latticework by MOI Global

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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
Weekly curated links

Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

John Mihaljevic
Mar 01, 2025
∙ Paid
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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
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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.



11 Articles We Are Reading This Week

  1. Bubbleitis - Eric Cinnamond

  2. AI spending - Owen Lamont

  3. AI interview - Rohit Krishnan

  4. Boom to bust - Stephen Clapham

  5. Chip precariousness - Ben Thompson

  6. Skewness and kurtosis - Yukoh Shimizu

  7. Debt, taxes, and default - Aswath Damodaran

  8. Inner dialogue journaling - Frederik Gieschen

  9. Productization of prompts - Rex Woodbury

  10. Troubled energy transition - Daniel Yergin

  11. America’s industrial reboot - Armin Kohan

Letters, Presentations, Writeups…

Industry Insights: agriculture | banking | batteries | biopharma | coal | gaming | gold | lithium | natural gas | real estate | software | telecom

Geographic Insights: Canada | Poland | Saudi Arabia | US

Letters: Arnott | Blue Tower | Cedar Creek | Crossroads | Horos | J.P. Morgan | KMF | Merion Road | Merrill | NZS Capital | Raymond James | Sorfis | Voss

Company Insights: American Coastal | Berkshire | Ecora Resources | Kaspi | Meta | Nu Holdings | RH | Sky Harbour | Stille | Thryv | Trip.com

Company Slides: ABInBev | CF | Ebay | Dole | First Solar | Golar LNG | Howard Hughes | Masimo | Pan American Silver | RBC | Subsea 7 | Topgolf


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“Buy when there is blood in the streets, even if the blood is your own.” —Baron Nathan Mayer Rothschild

5 Videos We Are Watching This Week

  1. Norges - Paul Singer on activist investing and avoiding losses

  2. Stanford - AMD’s Lisa Su on her path and leadership principles

  3. Investing News - Adam Rozencwajg on gold , silver, uranium

  4. Oxbow Advisors - Arjun Murti on oil, natural gas, solar industry

  5. Economic Club of D.C. - A conversation with Brian Moynihan

5 Podcasts We Are Listening to This Week

  1. TWIII - Alex Morris on "Buffett and Munger Unscripted", Disney

  2. Acquired - Ben Gilbert and David Rosenthal’s deep dive on Rolex

  3. Bridgewater - Daniel Yergin on the changing energy landscape

  4. Hidden Forces - Mark Holowesko on value investing turning point

  5. Behind the Memo - Howard Marks discusses his recent memo


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.

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