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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