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
Copper - Will Thomson
Narrative - Aswath Damodaran
Resilience - Eric Markowitz
Macro brief - Mauricio Heck
Epic decline - Joost van Dreunen
Warning signs - Herb Greenberg
Investment fail - Harvey Sawikin
Information diet - David Epstein
End of economics - Scott Sumner
Hassabis’ transformation - Sebastian Mallaby
Jensen manifesting the future - Trung Phan
We will unveil a new website for the Latticework 2026 summit in the coming days. As part of the launch, we will announce our first wave of confirmed speakers. A limited number of passes will also be available. Stay tuned!
Letters, Presentations, Writeups…
Industry Insights: agricultural commodities | construction technology | energy delivery | geothermal | oil and gas | software | water infrastructure
Geographic Insights: China | Egypt | Japan | Middle East
Letters: Brock Milton | Hidden Rock | J.P. Morgan | McElvaine | Merrill
Company Insights: BGC | Crocs | IJM | Marex | Meta | Theravance
Company Slides: Cal-Maine Foods | Conagra | Constellation Energy | FactSet | Fortinet | Franklin Covey | Lamb Weston | Lindsay | Methanex
“The ability to say no is a tremendous advantage for an investor. You don’t have to invest in everything. All you have to do is sit, observe, and wait for that fat pitch.” —Seth Klarman
5 Videos We Are Watching This Week
Axios - Jamie Dimon on tariffs, trade, geopolitics, and modern banking
Norges - IEA’s Fatih Birol on global energy markets and the new crisis
Daily Stoic - Arthur Brooks on happiness, deeper purpose, and wisdom
Goldman Sachs - New Mountain’s Steve Klinsky on business building
Graham Bensinger - Reed Hastings on Netflix, ski resorts, and AI risk
5 Podcasts We Are Listening to This Week
Long View - Pat Dorsey on durable economic moats and competition
Squawk Pod - Warren Buffett on relaunching his charity lunch auction
Business Brew - Sonu Chawla on her investing process and conviction
Knowledge Project - Joe Liemandt on AI and the future of education
Intangible Economy - Kai Wu and Mauboussin on pricing intangibles
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 MOI Global members and paid Latticework subscribers. Stay tuned for your personal invitation.)
Member Updates & Events
The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.