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
Jan 18, 2025
∙ Paid
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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
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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. China malaise - Scott Sumner

  2. Uneven arrival - Ben Thompson

  3. Party continues - Aswath Damodaran

  4. Pain cave lessons - Eric Markowitz

  5. Minimum levels of stress - Morgan Housel

  6. Mismeasuring the market - Owen Lamont

  7. Building a process culture - Seth Godin

  8. AI diffusion export controls - Lily Ottinger

  9. Unstructured data landscape - Eric Flaningam

  10. Decomposing market returns - Chris Satterthwaite

  11. Why skyscrapers are glass boxes - Brian Potter

Letters, Presentations, Writeups…

Industry Insights: banks (UK/Ireland) | banks (US) | biopharma | healthcare | medtech | crude oil | private equity | software | video gaming

Letters: Fundsmith | GreensKeeper | Laughing Water | Marlton | Merrill | Oakmark | Palm Valley | Patient Capital | Pine | Wedgewood

Company Insights: Blackstone | Garmin | Harbour Energy | Howard Hughes Holdings | Jubilee Metals | Rite Aid | Sony | Tata Consulting

Company Slides: BNY | BlackRock | Citi | Constellation Brands | Goldman Sachs | J.P. Morgan | KB Home | TD Synnex | Walgreens | Wells Fargo


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“The main thing is to keep the main thing the main thing.” —Steven Covey

5 Videos We Are Watching This Week

  1. Norges - Mastercard’s Michael Miebach on the payments business

  2. CBS News - Jamie Dimon on why he is “cautiously pessimistic”

  3. Joe Rogan - Mark Zuckerberg on AI and Meta’s business outlook

  4. Dwarkesh Patel - Tyler Cowen on the bottlenecks to AI progress

  5. We Study Billionaires - Bill Priest on his cautious market outlook

5 Podcasts We Are Listening to This Week

  1. Founders - Takeaways from Tae Kim’s book, “The Nvidia Way”

  2. Latticework - Aswath Damodaran on the dark side of valuation

  3. Tech Strategy - Jeff Towson on the concept of economies of scale

  4. Business Brew - Tom Morgan on mystics, personal transformation

  5. Value Perspective - Swen Lorenz on growing an asset manager


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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