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
Apr 19, 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. Tariffs - Stephen Clapham

  2. Returns - Conor Mac

  3. Disruption - Ben Thompson

  4. Slot machines - Trung Phan

  5. Insider markets - Harvey Sawikin

  6. History of tariffs - Daniel Rasmussen

  7. Strategic net cash - Polymath Investor

  8. Alternative investing - James Emanuel

  9. Models aren’t moats - Rex Woodbury

  10. China's lagging cloud - JS Tan

  11. Navigating uncertainty - Bogumil Baranowski

Letters, Presentations, Writeups…

Industry Insights: airlines | credit cards | footwear | gaming | grocery | nanotechnology | software | vitamins | waste management | water

Geographic Insights: China | Iran | Japan | Korea | Mexico | US

Letters: Clayton | Goldman Sachs | Greenlight | Hertford | JDP | JEN Capital | J.P. Morgan | LVS | Maran | Merrill | Peterson | Vltava | Wedgewood

Company Insights: Boreo | Braze | ContextLogic | Heartland Express | Tigers Polymers | Total Site Solutions | TSMC | Warner Bros. Discovery

Company Slides: Alcoa | AmEx | BofA | BlackRock | Blackstone | Citi | D.R. Horton | Fastenal | GS | JPM | J&J | LVMH | TSMC | Wells Fargo


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"Just because improvements aren't visible doesn't mean they aren't happening. You're not going to see the number change each time you step on the scale. You're not going to finish a chapter each time you sit down to write. Early wins come easy. Lasting wins require a lifestyle." —James Clear

5 Videos We Are Watching This Week

  1. Norges - Warner Music CEO on industry evolution, disruption

  2. Moonshots - Uber founder on AI, risk, and building the future

  3. DoubleLine - Gundlach et al. on investing in uncertain times

  4. Excess Returns - Richard Bernstein on tariffs, passive investing

  5. Knowledge Project - Entrepreneur Bret Taylor on AI agents

5 Podcasts We Are Listening to This Week

  1. Founders - Lessons from Michael Dell’s entrepreneurial journey

  2. Dwarkesh - AI entrepreneurs on why AGI is still 30 years away

  3. Wisdom in Books - James Emanuel on essence of great ideas

  4. Capital Allocators - Panel on global markets and geopolitics

  5. Value After Hours - Barry Ritholtz discusses “How Not to Invest”


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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