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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