Latticework by MOI Global

Latticework by MOI Global

Share this post

Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
Copy link
Facebook
Email
Notes
More
Weekly curated links

Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

John Mihaljevic
Jan 04, 2025
∙ Paid
9

Share this post

Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
Copy link
Facebook
Email
Notes
More
2
Share

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. 25 ideas - Gurwinder

  2. Chang’s story - Brian Potter

  3. Giannini’s story - James Emanuel

  4. Netflix’s problem - Will Tavlin

  5. Science aesthetics - Erik Hoel

  6. Hardcore meditation - Tom Morgan

  7. Sutherland interview - Eric Markowitz

  8. One funeral at a time - Philo

  9. Coriolanus and strategy - Felix Stocker

  10. Munger on tough decisions - Anh Hoang

  11. Great minds don’t think alike - Ellise Pierce

Letters, Presentations, Writeups…

Industry Insights: artificial intelligence | banking | crude oil | information technology | media and technology | natural gas | software

Geographic Insights: Argentina | China | Japan | Taiwan

Letters: ARP | J.P. Morgan | Nordic | Value Firm | WisdomTree | Z. Wang

Company Insights: Accenture | Biotage | Carvana (short) | HelloFresh | Kinsale | Odyssee | Superior Industries | Tharisa | Transocean | X-Fab


Share

“I would rather have a mind opened by wonder than one closed by belief.” —Gerry Spence

5 Videos We Are Watching This Week

  1. Norges - Jon Gray on investment decisions, Blackstone’s culture

  2. Durable - Brent Beshore on scaling businesses, creating value

  3. Barron’s - Chris Davis on Berkshire's stewardship culture

  4. Excess Returns - Kai Wu on value investing and intangibles

  5. Thoughtful Money - Graham Weaver on achieving success

5 Podcasts We Are Listening to This Week

  1. Founders - Lessons from Hyundai founder’s autobiography

  2. Plain English - Eric Topol on biotech advances, organ clocks

  3. Talking Billions - Adam Bruderly on redefining success

  4. Security Analysis - Jason Buck on the “cockroach” portfolio

  5. Common Reader - Tyler Cowen on Trump's DOGE team


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.

This post is for subscribers in the Premium plan

Already in the Premium plan? Sign in
© 2025 John Mihaljevic
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More