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
Path dependency - Logan Shearer
Art of the question - Jared Lim
Ecosystem advantage - Abdullah Al-Rezwan
Investing in multitudes - Todd Wenning
Overwhelmed by noise - Paul Dutz
How to be more productive - Mauricio Heck
Big bets and broken unicorns - Issie Lapowsky
Why most education apps fail - Carl Hendrick
From a three-bagger to a loss - Sebastian Krog
High performers are late bloomers - Henry Oliver
Why the jobs report is so important - Scott Sumner
Letters, Presentations, Writeups…
Industry Insights: advertising | banking | lithium | peptides | software
Letters: Goldman Sachs
Company Insights: Haw Par | HEICO | Trade Desk | Versant | Zett
Company Slides: Carnival | Conagra Brands | FedEx | KB Home | Lamb Weston | Paychex | Scholastic | Winnebago Industries
“The margin of safety is always in the price.” —Seth Klarman
5 Videos We Are Watching This Week
Grit - James Cadwallader on branding in the world of AI
Dwarkesh - Sarah Paine on why Russia lost the cold war
GoldRepublic - Marc Faber on survive a system collapse
Nikhil Kamath - Ray Dalio on investing to survive cycles
Edinburgh University - Howard Marks on thinking clearly
5 Podcasts We Are Listening to This Week
TWIII - Matt Peterson on option strategies for value investing
Odd Lots - Rikard Bandebo on credit scoring, the auto loan crisis
Talking Billions - Dave Sather on quality, integrity, the “2am test”
VI with Legends - Ricky Sandler on cycles and perception shifts
Monetary Matters - Jim Chanos on data centers, GPU merchants
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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