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
Letter - Jamie Dimon
Credit - Howard Marks
Big things - Ray Dalio
Ergodicity - Mauricio Heck
Junk bonds - Greg Obenshain
Laplace’s dictum - Massimo Fuggetta
Economic outlook - Philip Jefferson
CAPE improvement - Joachim Klement
Future-proof portfolio - Matt Franz & Dan Shuart
Fifth industrial revolution - Andre Borochovicius
AI adoption by the numbers - Kimberly Tan
We will unveil a new website for the Latticework 2026 summit in the coming days. As part of the launch, we will announce our first wave of confirmed speakers. A limited number of passes will also be available. Stay tuned!
Letters, Presentations, Writeups…
Industry Insights: AI | asset management | crude oil | energy | software
Letters: Alpinum | Commonwealth Private | Desert Lion | Eagle Point | Henchmen | Kingdom | Merrill | Palm Valley | Right Tail Capital | Vltava Fund
Company Insights: Amazon | Bolloré | Fiserv | Global Payments | Meta | Montana Aerospace | PayPal | Texas Pacific Land | UMG | XPEL
Company Slides: BlackBerry | Equinox Gold | Hibiscus | Neogen | PriceSmart | Roots | RPM International | Skillsoft | Stolt-Nielsen | WD-40
“The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.” —John Templeton
5 Videos We Are Watching This Week
Citi - Steve Schwarzman on leadership, business strategy, philanthropy
NPR - Jamie Dimon on economy, geopolitics, and corporate leadership
Stripe - Google CEO Sundar Pichai on the history and the future of AI
Cleo Abram - DeepMind's Demis Hassabis on AI in science, medicine
Drew Cohen - Chris Mayer on his investment philosophy, when to sell
5 Podcasts We Are Listening to This Week
Norges - Prada CEO Andrea Guerra on building iconic luxury brands
Odd Lots - Peterffy on professionalizing and scaling prediction market
Dwarkesh - Nielsen on the nature of scientific progress and discoveries
Acquirer’s - Cooper on global small-cap value, lessons on the markets
How Leaders Lead - Former Nike CEO on leadership, future of sports
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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