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
Energy - Michael Cembalest
Disruption - Aswath Damodaran
Abel’s letter - Ravi Nagarajan
Bits in, bits out - Erik Hoel
AI hyperscalers - Steve Cooper
Board readiness - David Wells
Wiseass problem - Harvey Sawikin
Gulf oil chokepoint - Ed Conway
Anthropic’s alignment - Rohit Krishnan
American exceptionalism - Ryan Ballentine
Berkshire and geothermal - James Emanuel
Letters, Presentations, Writeups…
Industry Insights: biotech | energy | platforms | private equity | software
Geographic Insights: China | Iran | Ireland | Petrostates | UK
Letters: 1949 Value | Berkshire Hathaway | Merrill | Quercus | RGA | Voss
Company Insights: AST SpaceMobile | Credo | Fairfax India | Klarna | Kyoritsu Air Tech | Nvidia | Shift4 | Tile Shop | Trade Desk | Trinity Capital
Company Slides: Abercrombie | Adidas | American Eagle | AutoZone | Kroger | Limbach | OTC Markets | Sea | Stratasys | Victoria’s Secret | Wiley
“The essence of investment management is the management of risks, not the management of returns.” —Benjamin Graham
5 Videos We Are Watching This Week
Norges - Zalando’s Gentz on Europe’s leading online fashion platform
Morgan Stanley - Stan Druckenmiller on macro and portfolio strategy
DoubleLine Capital - Jeffrey Gundlach on bonds, rates, and the outlook
Bloomberg Podcasts - Apollo's Marc Rowan on markets and investing
Bloomberg Television - Lloyd Blankfein on risk, leadership, and legacy
5 Podcasts We Are Listening to This Week
Acquired - Formula 1, celebrity team owners, and vertical B2B software
BakStack - Khe Hy on AI opportunity for asset managers and allocators
ChinaTalk - Iran military strikes and the Anthropic vs defense debate
Squawk Pod - Berkshire's new CEO Greg Abel on capital and culture
Invest Like the Best - John Arnold on energy, China, flawed US systems
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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