Latticework by MOI Global

Latticework by MOI Global

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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
Weekly curated links

Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

John Mihaljevic
Mar 29, 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. Trade war - Jason Douglas

  2. Concentration - James Emanuel

  3. Future of warfare - Jordan Schneider

  4. Get lost more often - David Epstein

  5. The issue with cheap - Sebastian Krog

  6. Mind, money, markets - Bogumil Baranowski

  7. Four pillars of rationality - Kevin Carpenter

  8. Graham’s net-net strategy - Sanjiv Shah

  9. Monopolies buy innovation - Ben Thompson

  10. Theory of intelligent agency - Richard Ngo

  11. Category creation vs. reinvention - Rex Woodbury

Letters, Presentations, Writeups…

Industry Insights: ai | aluminum | banking | brewing | construction | gaming | health insurance | software | solar energy | streaming | technology | wine

Letters: Exor | Giverny | J.P. Morgan | Massif Capital | McElvaine | Merrill | Pender | Richmond Fed | Silver Beech | Turtle Creek

Company Insights: Alphabet | American Express | Dollar Tree | Duos Technologies | H-Mart | Hyster-Yale | Lifeway Foods | Lululemon

Company Slides: Canadian Solar | Dollar Tree | FedEx | KB Home | McCormick | Micron | MillerKnoll | Paychex | Petco | S4 Capital | Verint | Vistry


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“The intelligent investor is a realist who sells to optimists and buys from pessimists.” —Wim Duisenberg

5 Videos We Are Watching This Week

  1. CSIS - Chevron’s Mike Wirth on AI’s growing energy demand

  2. AUM - Bob Robotti on opportunities in cyclical businesses

  3. Wealthion - Barry Ritholtz on his book, “How Not to Invest”

  4. Wealthtrack - Ed Yardeni cautious as tariffs upend markets

  5. Yet Another Value - Chris Waller on the Seaport turnaround

5 Podcasts We Are Listening to This Week

  1. BG2 - Gurley & Gerstner on market uncertainty, globalism, tariffs

  2. Business Brew - Evan Tindell discusses investment opportunities

  3. Wisdom in Books - John updates Peter Lynch's investing classic

  4. Value Perspective - Nick Train on the undervalued UK stocks

  5. Knowledge Project - James Dyson on frustration as inpiration


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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