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
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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