Latticework by MOI Global

Latticework by MOI Global

Share this post

Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
Copy link
Facebook
Email
Notes
More
Weekly curated links

Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

John Mihaljevic
Jun 07, 2025
∙ Paid
8

Share this post

Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
Copy link
Facebook
Email
Notes
More
1
Share

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. Nerds - Joachim Klement

  2. Ratings - Aswath Damodaran

  3. Big tech - Rohit Krishnan

  4. Attention war - Jordan Schneider

  5. Great recession - Scott Sumner

  6. Dyson creep-up - Trung Phan

  7. Multiple invention - Brian Potter

  8. True cost of equity - James Emanuel

  9. Investment flexibility - John Huber

  10. Dubious science lesson - David Epstein

  11. Ten high-conviction ideas - Worldly Invest

Letters, Presentations, Writeups…

Industry Insights: airports | artificial intelligence | cloud software | data centers | dating apps | healthcare | paper mills | private equity | real assets

Geographic Insights: China | Germany | Japan | Taiwan | US

Letters: Desert Lion | Hayden Capital | Jackson Peak | Merrill

Company Insights: Cenovus | Costco | Lululemon | MEG Energy | Moury | Neogen | Nippon Pigment | Robertet | Shift4 | SoFi | Var Energi | Wise

Company Slides: B&BW | Brown-Forman | Campbell’s | Ciena | Cresco Labs | Dollar Tree | Ferguson | HPE | REV Group | SpartanNash | Verint | Wise


Share

“The value of a business lies entirely in its future.” —Seth Klarman

5 Videos We Are Watching This Week

  1. Norges - Jesper Brodin on how IKEA is reinventing for the future

  2. Wharton - Jeremy Siegel and Robert Shiller debate the markets

  3. David Rubenstein - David Einhorn on value investing challenges

  4. How Leaders Lead - Greg Johnson on building elite teams that last

  5. Ronald Reagan Foundation - Fireside chat with Jamie Dimon

5 Podcasts We Are Listening to This Week

  1. OPM - Bob Robotti on patience, America’s industrial advantage

  2. Odd Lots - Michael Cembalest on the AI investment opportunity

  3. Acquired - Steve Ballmer on more than three decades at Microsoft

  4. Knowledge Project - Lessons from the founder of Firestone Tire

  5. Conversations with Tyler - John Arnold on trading and energy


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.

This post is for subscribers in the Premium plan

Already in the Premium plan? Sign in
© 2025 John Mihaljevic
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More