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
Text is king - Adam Mastroianni
Trust deficit - Aswath Damodaran
Not one penny - Scott Sumner
Market valuation - John Huber
Way of excellence - David Epstein
Software’s funeral - Simon Handrahan
Research anything - Mauricio Heck
Oxygen monopolies - Rex Woodbury
Representing the deal - Harvey Sawikin
Re-materialized opportunities - Mauricio Heck
Breakdown of the existing order - Ray Dalio
Letters, Presentations, Writeups…
Industry Insights: ai | banking | biotech | commodities | crude oil | data centers | department stores | defense | gold | robotics | software
Geographic Insights: China | Japan
Letters: Brennan | Focus | Gate City | GoodHaven | Greenlight | Horizon | JEN | JPM | Maran | Moerus | OAM Asia | OAM Europe | Sorfis | Unison
Company Insights: Chemring | Constellation Energy | Games Workshop | Kingsway Financial | LVMH | Mitani | Neptune Insurance | Texas Instruments
Company Slides: Baker Hughes | Boeing | Caterpillar | Danaher | Intel | Lockheed Martin | Meta | Microsoft | Sands | Teva | UPS | United Rentals
“The fact that people will be full of greed, fear, or folly is predictable. The sequence is not predictable.” —Warren Buffett
5 Videos We Are Watching This Week
Norges - Standard Chartered CEO on rebuilding an institution after crisis
Oxford Union - Norges CEO Nicolai Tangen on his path and philosophy
Infinite Loops - AQR’s Cliff Asness on quant investing, surviving bubbles
Insightful Investor - Franklin Templeton CEO on managing $1+ trillion
Pepperdine University - Howard Marks on investing, risk, market cycles
5 Podcasts We Are Listening to This Week
Acquired - Hosts Ben and David on the history and strategy of the NFL
Business Brew - Massif’s Will Thomson on value investing in real assets
Excess Returns - Verdad’s Dan Rasmussen on the private equity trap
Invest Like the Best - Tech operator Gokul Rajaram on the impact of AI
Masters in Business - ETF Architect CEO Wes Gray on building an ETF
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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