Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
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
Intelligence - Cliff Sosin
Credit defaults - Joachim Klement
Too small to matter - Dan Rasmussen
PlayStation’s last disc - Joost van Dreunen
Hunting energy names - Benjamin Demase
Wiring capital to compute - Daniel Painter
Management, quality, or price - Andrew Walker
Most surprising thing in sports - David Epstein
Betting against frontier models - Dom Cooke
Overthinking hates a moving target - George Mack
Human worker as civilizational nexus - Luke Burgis
Letters, Presentations, Writeups…
Industry Insights: ai | banking | datacenters | mining | semis | software
Geographic Insights: Africa | China | UK
Letters: Arquitos | Blue Tower | Chronometer | Claret | Deep Sail | Gate City | Giverny | Legacy Ridge | O’Keefe Stevens | Plural | Upslope | Warden
Company Insights: Alphabet | Atlassian | CECO Environmental | Evolution | Fuller’s | Noodles | Northrop Grumman | NYT | Saga | SeaWorld | Uber
Company Slides: Alphabet | CSX | Danaher | D.R. Horton | Freeport | Honeywell | Lockheed | Moody’s | PG&E | Santander | UNP | United Rentals
“The most important attribute for success in value investing is patience, patience, and more patience. The majority of investors do not possess this characteristic.” —Peter Cundill
5 Videos We Are Watching This Week
Semafor - Ralph Lauren CEO Patrice Louvet on brand, China, and AI
David Perell - What twelve experts really think about writing using AI
RiskReversal - Jim Chanos on AI capex and echoes of the dot-com era
In Good Company - Venki Ramakrishnan on the hype of living longer
Money News Network - Bill Ackman on his bullish and bearish calls
5 Podcasts We Are Listening to This Week
David Senra - Jeff Zalaznick and his billion-dollar restaurant business
Master Investor - Jamie Dimon on the debt crisis, AI, and leading well
Value After Hours - David Samra on how Artisan hunts value abroad
Knowledge Project - Kaz Nejatian on excellence and embracing pain
Invest Like the Best - Matthew Smith on the 2028 natural gas crunch
