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.
Meet fellow members and great investors at Latticework 2026.
11 Articles We Are Reading This Week
Capitulation - Harvey Sawikin
Country risk - Aswath Damodaran
Amor fati entropy - Hollis Robbins
On not selling too early - Javier Pérez
AI consciousness claims - Erik Hoel
Kimi no reason for panic - Shakeel Hashim
Software’s selective selloff - Moses Sternstein
Two centuries of reinvention - Eric Markowitz
Hiring a million bad employees - George Sivulka
Mesa-optimization and education - Matt Duffy
Preemptive regulation and progress - Steven Sinofsky
Letters, Presentations, Writeups…
Industry Insights: banking | gaming | nuclear | payments | software
Geographic Insights: Brazil | China | Latin America | Ukraine
Letters: Cedar Grove | Clayton | Far View | GDS Investments | GMO | JEN Capital | Laughing Water | Longleaf | Oakmark | Right Tail | Wedgewood
Company Insights: Buckle | Compass Diversified / Kyvo | Orchard Funding | PayPal | Rotork | Solstice | Stitch Fix | Toshiba | Ubisoft
Company Slides: ASML | Bank of America | BlackRock | Conagra | Fastenal | GE Aerospace | GS | J&J | J.P. Morgan | Solstad | Wells Fargo
“The riskiest moment is when you’re right. That’s when you’re in the most trouble, because you tend to overstay the good decisions.” —Peter Bernstein
5 Videos We Are Watching This Week
CNBC - Warren Buffett on starting Berkshire’s investment in Alphabet
Bloomberg - Ryan Cohen on GameStop’s eBay bid and game software
David Perell - Hachette CEO David Shelley on the publishing business
My First Million - Howard Marks on luck, timing, and misspent years
Graham Bensinger - Greg Norman on golf, life and his $300M empire
5 Podcasts We Are Listening to This Week
Bloomberg - Jason Wenk on challenging the asset management titans
In Good Company - Bellingcat founder Eliot Higgins on hunting truth
The Acquirers Podcast - On Terry Smith as quality investing struggles
Conversations with Tyler - Chase Koch on principles amidst entropy
Behind the Balance Sheet - Rich Pzena on buying out-of-favor stocks
