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
AI and oil - Hawkins Entrekin
Network effects - Ben Slingsby
Dilution matters - Thomas Reiner
Bayesian antidote - Massimo Fuggetta
When AI takes jobs - Tomas Pueyo
Profitability ratio toolkit - James Emanuel
China’s lending portfolio - Alex Wooley
Why thinking feels so hard - Carl Hendrick
Epicycles all the way down - Rohit Krishnan
Brazil inflation and disinflation - John Cochrane
Victorians and self-improvement - Elena Mary
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | banking | exchange-traded funds | hospitality | luxury brands | software | superconductors
Letters: Acadian | Brookfield | Diamond Hill | GMO | Hudson Bay | Long Cast | Marathon | Merrill | Pender | Rhizome Partners | Richard Bernstein
Company Insights: Afya Limited | Alphabet | Aptiv/Cyprium spin-off | Delfi | Powermatic Data Systems | Vopak
Company Slides: Abercrombie | Alibaba | ACT | Autodesk | HP | John Deere | Keysight | Kohl’s | Lee | Safe Bulkers | Urban Outfitters | Zoom
“Even the world’s greatest business is not a good investment if the price is too high.” —Lou Simpson
5 Videos We Are Watching This Week
Google - DeepMind documentary, “The Thinking Game“
Norges - Bridgewater’s Greg Jensen on global finance
Dwarkesh - Ilya Sutskever on the growing challenges of AI
Library of Mistakes - Tom Gayner on his path in investing
The Knowledge Project - Jim Murphy on elite performance
5 Podcasts We Are Listening to This Week
Acquired - The history and strategy of The Coca-Cola Co.
Founders - Lessons from Red Bull founder Dietrich Mateschitz
Talking Billions - Laurence Endersen on his quality philosophy
VI with Legends - Bob Robotti on his investment approach
Masters in Business - Morgan Housel on market psychology
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 paid Latticework subscribers and MOI Global members. Stay tuned for your personal invitation.)
Member Updates & Events
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