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
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
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