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
May 24, 2025
∙ Paid
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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
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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.



11 Articles We Are Reading This Week

  1. AI risk - Rohit Krishnan

  2. Note-taking - Polymath Investor

  3. Safe assets - Joachim Klement

  4. Mercantilists - Dani Rodrik

  5. AI college paper - Trung Phan

  6. Stock-based comp - Steve Cooper

  7. Trust busting update - Ryan O’Connor & Daniel Prather

  8. Agentic web and original sin - Ben Thompson

  9. AI reinventing wealth advisory - Rex Woodbury

  10. Innovation and market bubbles - Brian Chingono

  11. Limitations of market efficiency - Andreas Dymasius

Letters, Presentations, Writeups…

Industry Insights: banking | experience and mobility platforms | gaming | life insurance | luxury | oil and gas | real assets | residential real estate | software

Geographic Insights: Brazil | China | Ireland | US | world

Letters: Gardner Russo | Greenhaven Road | JPM | Merrill | Southeastern

Company Insights: Airbnb | Arista Networks | Blue Owl | Celanese | GE Aerospace | Google | Lanxess | Main Street Capital | Sea Ltd | TSMC

Company Slides: Canada Goose | Elbit | Keysight | Medtronic | Ryanair | Safe Bulkers | Swiss Re | Take-Two Interactive | Viasat | Vodafone | ZIM


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“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” —Paul Samuelson

5 Videos We Are Watching This Week

  1. All-In - Alphabet’s Sundar Pichai on AI, quantum computing, robotics

  2. All-In - Google’s Sergey Brin on his return, AI, foundational models

  3. Norges - Formula 1 CEO Stefano Domenicali on attracting younger fans

  4. Bloomberg - IAC's Barry Diller on his career, life, and business outlook

  5. Wealthtrack - Jeremy Grantham on his cautionary outlook for stocks

5 Podcasts We Are Listening to This Week

  1. BG2 - Bill Gurley & Brad Gerstner on AI, Middle East, China, etc.

  2. Founders - Lessons from reading Jeff Bezos’ shareholder letters

  3. Latticework - WCM PM on composite decking, analog semi ideas

  4. Talking Billions - Ardal Loh-Gronager on seeing what others miss

  5. Knowledge Project - Lessons from long-time Intel CEO Andy Grove


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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