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
Energy ideas - MOI Global
Beating the fade - Todd Wenning
Beating the market - James Emanuel
Cullman’s brilliance - Devin Lasarre
Surviving disruption - Harvey Sawikin
Push and pull of data - Aswath Damodaran
Rethinking fast and slow - Carl Hendrick
How to be a great mentor - Eric Markowitz
How monetary policy works - Scott Sumner
Net debt in enterprise value - Steve Cooper
Rules matter more than insight - Jared Lim
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | automotive | aviation finance | biotech | cybersecurity | gaming | life sciences | robots | software | travel
Geographic Insights: Azerbaijan | China | Europe | Russia | Venezuela
Letters: DoorDarshi | Far View | GDS | Greenhaven Road | Horizon | Massif Capital | Smead | Southeastern | St. James | SVN | Vision | Wedgewood
Company Insights: Amazon | Apple | Billington | Chipotle | Global Atomic | Innoviva | Intrepid Potash | JPM | Meta | Neogen | Subsea 7 | Tesla | TSMC
Company Slides: Aritzia | BofA | BNY | BlackRock | Citi | Concentrix | Goldman Sachs | JPM | Morgan Stanley | Novartis | TSMC | Wells Fargo
“Stock-market bubbles don’t grow out of thin air; they grow out of reality — distorted by a misconception.” —George Soros
5 Videos We Are Watching This Week
WSJ - AT&T CEO John Stankey on the giant’s cultural transformation
Barron’s - Phillips 66 CEO Mark Lashier on fuel demand, Venezuela
Uncapped - a16z co-founder Ben Horowitz on building a VC machine
DoubleLine - Jeffrey Gundlach on his outlook for bonds and equities
WealthTrack - Charles Ellis on his book, “Great American Investments”
5 Podcasts We Are Listening to This Week
Odd Lots - Cohen & Steers’ Tyler Rosenlicht on infrastructure investing
Founders - On Rick Rubin’s book, “The Creative Act: A Way of Being”
Capital Allocators - Ashby Monk explains the Total Portfolio Approach
Investing Unscripted - Brian Feroldi on using AI for equity research
Behind the Balance Sheet - Terry Smith on recent underperformance
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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