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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