In this digest, we curate the most insightful free online content. This substack aspires to be a platform for your growth, whether you’re on the hunt for ideas, looking to learn from great investors, or building a great investment firm.
Meet great investors and fellow lifelong learners at Latticework 2026.
11 Articles We Are Reading This Week
AI and finance - Abraham Thomas
Endogenous money - Scott Sumner
S&P margin mirage - James Emanuel
Thickness versus slop - Adam Mastroianni
Hidden routes of trade - Ed Conway
AI’s medical speed limit - Celia Ford
AI’s bar mitzvah moment - Aswath Damodaran
Financing the AI buildout - Ben Thompson
Fastest iterating team wins - Sarah Wang
Alignment versus enrichment - Andrew Walker
Good companies for one euro - Reimar Scholz
Letters, Presentations, Writeups…
Industry Insights: banking | electric vehicles | neoclouds | offshore drilling | oil and gas | software | video games
Geographic Insights: China | Europe | Korea | UK
Letters: Crossroads | Emeth Value | Fairlight | J.P. Morgan | Pernas | RGAIA
Company Insights: Boston Scientific | Deckers | Entravision | Global Atomic | JD.com | JW Life Science | LENSAR | MegaChips | Nu Holdings | Veeva
Company Slides: BHP | Brixton | CSL | IPH | Lundbeck | Straumann | Viking
“I would rather lose half my shareholders than lose half my shareholders’ money.” —Jean-Marie Eveillard
5 Videos We Are Watching This Week
David Senra - Travis Kalanick on excellence and the capacity for pain
Asianometry - How TSMC reuses old fabs to keep feeding AI demand
Paul Johnson - Silver Point’s Michael Gatto on the credit analyst’s job
Core Memory - What AI still doesn’t understand about living systems
Knowledge Project - Roblox’s CEO on fixing yourself before deciding
5 Podcasts We Are Listening to This Week
Acquired - Disney, the renaissance and the empire that ESPN funded
How I Write - Elif Shafak and Robert Macfarlane in epic conversation
Excess Returns - Bob Robotti on why the real AI trade is not AI itself
Invest Like The Best - What happens if the AI boom runs out of cash
Conversations with Tyler - Luke Burgis on mimetic desire and belief
