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
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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