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
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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