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
May 17, 2025
∙ Paid
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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
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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.



11 Articles We Are Reading This Week

  1. AI update - Michael Cembalest

  2. Omaha notes - Todd Wenning

  3. Fact-checking - David Epstein

  4. Apple case study - Trung Phan

  5. Age of engagement - Eric Markowitz

  6. Synthetic populations - Rex Woodbury

  7. Data and defensibility - Abraham Thomas

  8. Naval ship acquisition - Brian Potter

  9. Siren song of advertising - Eric Flaningam

  10. Rethinking corporate lifecycle - Andreas Dymasius

  11. Weimar hyperinflation shadow - Joachim Klement

Letters, Presentations, Writeups…

Industry Insights: air cargo | banking | gaming | grocery | insurance | luxury brands | real assets | rental housing | running shoes | software | watches

Geographic Insights: Canada | China | Japan | Mongolia | United Kingdom

Letters: Elena | Gator | JPM | McIntyre | Merrill | Milken | RF | Rhizome

Company Insights: Airbnb | Alarm.com | Chagee | CYND | Enterprise Group | Markel | Misitano & Stracuzzi | Monday.com | Sanuwave | Somnigroup

Company Slides: Bayer | Canadian Solar | Cisco | Franco-Nevada | John Deere | Kaspi | Merck | Nu | Pirelli | Sony | Star Bulk | Tencent | Topgolf


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“Investing is the rare business where doing nothing, patiently, can actually produce the most value.” —Christopher Mayer

5 Videos We Are Watching This Week

  1. UBS - Bill Ackman on the outlook for the world, economy, investing

  2. Stripe - Stripe CEO Patrick Collison in conversation with Sir Jony Ive

  3. Norges - Chris Hohn on strategic investing, value, and philanthropy

  4. Guy Spier - VALUExBRK: Bloomstran, Davis, Hagstrom, Pabrai, et al.

  5. How Leaders Lead - CEO Andy Jassy on Amazon’s customer centricity

5 Podcasts We Are Listening to This Week

  1. How I Built This - Chris Best & Hamish McKenzie on building Substack

  2. Wisdom in Books - Richard Lawrence on decades of investing in Asia

  3. Knowledge Project - Elad Gil on spotting billion-dollar startups early

  4. Invest Like the Best - HBS professors on the bifurcation of search funds

  5. Behind the Balance Sheet - Gary Channon on his investment process


Member Updates & Events

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