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
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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