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
Buffett - Seth Klarman
Gold vs. oil - Goehring & Rozencwajg
Mental models - Mauricio Heck
Peer momentum - Lionel Smoler-Schatz
Governance matters - Joachim Klement
Bad ideas are still bad - Scott Sumner
Great railroad buildout - Doug O’Laughlin
Benevolent monopolists - Byrne Hobart
How long is the long run - Joachim Klement
Money in the agentic economy - Rohit Krishnan
Revolut’s progress and challenges - John Cronin
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | aviation leasing | banking | credit derivatives | energy | gaming | gift cards | gold | private credit | software
Letters: Acadian | Baumann | Meritech | Merrill | Oaktree | Std. Chartered
Company Insights: Cryoport | Fairfax | Gerresheimer | Guillemot | Lifeway | Lundin Mining | Merck KGaA | Metlen | Playstudios | Tianjin | TopGolf
Company Slides: ABM Industries | Accenture | CarMax | Costco | Darden | General Mills | Jabil | Micron | MillerKnoll | Mitek | Worthington Steel
“Consequences, not probabilities, determine the decisions that matter.” —Peter Bernstein
5 Videos We Are Watching This Week
Sequoia - David Solomon on leadership and decision-making
C-SPAN - David Rubenstein and Arthur Brooks on happiness
Stanford - Sergey Brin on Google’s path, AI, and education
Tim Ferriss - Bill Gurley on AI, visiting China, and life lessons
Richer Wiser Happier - Howard Marks on avoiding disaster
5 Podcasts We Are Listening to This Week
TWIII - Bill Chen on current trends and opportunities in REITs
Acquirers - Russell Napier on financial history, mistakes, value
Talking Billions - Ehsan Ehsani on the AI revolution in investing
Invest Like the Best - Henry Ellenbogen on his path in investing
Investing Unscripted - Bill Brewster on value investing and more
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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