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
AI ahead - Howard Marks
Ten charts - Rex Woodbury
Blind regulator - Carl Hendrick
Some like it hot - Scott Sumner
Pessimists’ edge - Joachim Klement
Intelligence crisis - Frank Flight
Good things are good - Scott Sumner
Chasing work you love - David Epstein
Dividends and buybacks - Aswath Damodaran
Investing in the big cycle - Ray Dalio
Engineering skill in investing - Mauricio Heck
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | gaming | platforms | software
Letters: Hayden | Lux | Markel | Merrill | Pender | Semper Augustus | Tactile
Company Insights: FactSet | Mercado Libre | Nvidia | Opendoor | Workday
Company Slides: Agilent | Dole | Dominion Energy | First Solar | Golar LNG | Hagerty | HP | Keysight | Nvidia | Salesforce | Workday | Zoom
“The stock market is a device for transferring money from the impatient to the patient.” —Warren Buffett
5 Videos We Are Watching This Week
Brookfield - Bruce Flatt on AI, infrastructure, and investing globally
Goldman Sachs - Outlook for Japanese equities and the ongoing rally
Aswath Damodaran - On dividends and buybacks across global markets
Brookfield Perspectives - Howard Marks on AI, investing, and markets
Columbia Business School - Applied value investing stock pitch finals
5 Podcasts We Are Listening to This Week
ChinaTalk - Lawrence Freedman on strategy, geopolitics, and AI risk
Riskgaming - Bill Gurley and Josh Wolfe on career regret and venture
Talking Billions - Guy Spier on meaning, wealth, and what really counts
Yet Another Value - Dan Rasmussen on quantitative biotech investing
The Acquirers Podcast - Jonathan Tepper on monopolies and investing
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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