Latticework by MOI Global

Latticework by MOI Global

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

Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

John Mihaljevic
Jan 25, 2025
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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
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In this weekly 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, desire to learn from great investors, or are in the process of building a great investment firm.


11 Articles We Are Reading This Week

  1. AGI world - Rohit Krishnan

  2. AI and trust - Seth Godin

  3. SEC’s busy week - Matt Levine

  4. Buffett’s successor - Shawn Tully

  5. Memecoin slush fund - Noah Smith

  6. Homeowners insurance - Brian Potter

  7. Geopolitical regime shift - Bob Prince

  8. Patents and national power - Jordan Schneider

  9. Power, speed, centralization - Thomas Bevan

  10. Technologies revalue resources - Byrne Hobart

  11. What you don’t know could sting you - Jason Zweig

Letters, Presentations, Writeups…

Industry Insights: banks | consumer | litigation | semis | video games

Geographic Insights: Chile | China and beyond | Japan

Letters: Akre | Bronte | Claret | Curreen | Distillate | Greenlight | J.P. Morgan | Massif Capital | Plural Investing | Upslope | Vulcan Value | White Falcon

Company Insights: Amazon | AppLovin (short) | Ferrari | Forum Energy | Google | Hermes | Infosys | JP Morgan | Monolithic Power | Watches of Switzerland

Company Slides: 3M | Alcoa | Bank of America | D.R. Horton | Fastenal | H.B. Fuller | HDFC Bank | J&J | Procter & Gamble | Seagate | TSMC | U.S. Bancorp


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“A good plan violently executed now is better than a perfect plan executed at some indefinite time in the future.” —George S. Patton Jr.

5 Videos We Are Watching This Week

  1. BG2 - Brad Gerstner and Bill Gurley on Stargate, TikTok, etc.

  2. WEF - Panel on the US economy, feat. Brian Moynihan, et al.

  3. Norges - Malcolm Gladwell on contrarian thinking, CEO traits

  4. Bloomberg - Javier Milei on Argentina, Mercosur, US trade deal

  5. David Rubenstein - Roger Goodell on the NFL going global

5 Podcasts We Are Listening to This Week

  1. TWIII - Doug O'Laughlin on semiconductor industry dynamics

  2. Latticework - Sandra Powers Murphy on “The Road to AUM”

  3. Business Brew - Alex Morris on "Buffett and Munger Unscripted"

  4. Knowledge Project - Alfred Lin on world-class venture investing

  5. Decision Education - Seth Godin on the systems that shape us


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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