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
Buffett - Roger Lowenstein
Abenomics - Scott Sumner
Retail trend - Mauricio Heck
Atomic habits - Peter Attia
Abel’s challenge - Ravi Nagarajan
Christmas reflections - Ray Dalio
Continuous overbuilding - Dan Shuart
Goal-setting for industrial policy - Chris Miller
Lessons from the industrial revolution - Andrew Singer
Consumer sentiment and consumption - Jared Bernstein
Wealth taxes and taxpayers as criminals - Harvey Sawikin
Letters, Presentations, Writeups…
Industry Insights: homebuilders | nickel | oil and gas | robotaxis | software
Letters: Brock Milton | Buyback Capital | Stone Ridge | The Value Firm
Company Insights: Ampco-Pittsburgh | Copart | Global Testing | Humm | JetBlue | Lululemon | TeamViewer
“Value investing is risk aversion.” —Mohnish Pabrai
5 Videos We Are Watching This Week
WSJ - Starbucks CEO Brian Niccol on his turnaround strategy
Norges - Arista Networks CEO Jayshree Ullal on AI networking
BigDeal - Ryan Holiday on building systems for self-discipline
Big Shot - Lloyd Blankfein on leadership and Goldman Sachs
Knowledge Project - James Clear on building strong habits
5 Podcasts We Are Listening to This Week
Founders - Lessons from “How to Make a Few MORE Billion Dollars”
Dwarkesh - Adam Marblestone on AI models vs. the human brain
Tech Strategy - Jeff Towson’s top tech predictions for the new year
Monetary Matters - Maria Vassalou on demographics and tech
Yet Another Value - Christian Olesen on value in UK homebuilders
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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