Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

Dear readers,

In this weekly digest, we bring you some of the most insightful free online content for intelligent investors, curated by the team at MOI Global.

Our goal is to make this Substack a platform for your growth, whether you are on the hunt for winning ideas, looking to learn from some of the best in the business, or in the process of building a great investment firm.

For nearly two deacdes, we have nurtured a special kind of community. As a Latticework subscriber, you now have the opportunity to benefit from the wisdom and ideas of an exceptional global network of like-minded investors.

I invite you to join fellow wisdom-seekers on a journey of lifelong learning.

John

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11 Articles We Are Reading This Week

1. Charts - Michael Mauboussin

2. Bravery - Tom Morgan

3. Why write - Frederik Gieschen

4. Power law - Eric Flaningam

5. Debanking - Patrick McKenzie

6. Investing truisms - Harvey Sawikin

7. Power of subtleties - Bogumil Baranowski

8. Importance of money - Scott Sumner

9. Average revenue per user - CJ Gustafson

10. How the world is changing - Rex Woodbury

11. Sheridan's extreme productivity - Trung Phan

Letters, Presentations, Writeups…

Industry Insights: banking | biopharma | drill bits | energy | petroleum products | REITs | restaurants | science | shipping | software | virtual reality

Letters: Desert Lion | Goehring & Rozencwajg | J.P. Morgan (Cembalest) | J.P. Morgan (Guide to Markets) | Merrill | Oaktree | Stifel

Company Insights: AMD | Build-A-Bear | Canadian Solar | Daktronics | Intel | Kohl’s | Nvidia | Oracle | Puretech | SKYX Platforms | Tharisa

Company Slides: Adobe | AutoZone | Casey’s | Ferguson | Inditex | J.Jill | Macy’s | Photronics | REV Group | Skillsoft | UNFI | Victoria’s Secret

“The riskiest thing in the world is the widespread belief that there’s no risk.” —Howard Marks

5 Videos We Are Watching This Week

1. NYT - Sundar Pichai on AI, regulation, and what’s next for Google

2. Norges - Michael Dell on building a tech empire, keys to winning

3. Free Press - Marc Andreessen on technology, AI, censorship, Trump

4. Payne Capital - Jim Grant on market euphoria and financial history

5. Hoover Institution - Peter Thiel on technology, ancient prophecies

5 Podcasts We Are Listening to This Week

1. Founders - Meeting Brad Jacobs of “How to Make a Few Billion Dollars”

2. Glue Guys - Walmart CEO Doug McMillon on leading two million people

3. Business Brew - John Maxfield on the history and dynamics of banking

4. Value After Hours - Bill Lenehan of Four Corners Property on REITs

5. We Study Billionaires - Dev Kantesaria on investing in compounders

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