Weekly Inspiration

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.

We are delighted to share the draft agenda for Latticework 2026 (Chicago, November 10-11). The summit features fireside chats, panel discussions, and idea pitches. Join us for a group dinner on day one. Seating is strictly limited. Reserve your seat now.

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11 Articles We Are Reading This Week

1. Buffett - Ravi Nagarajan

2. Zuckerberg - Jeremy Stern

3. Double-digit growth - Ben Moll

4. Small-cap stock rally - Dan Rasmussen

5. Anatomy of a blowup - Alejandro Yela

6. Rates and stock prices - Aswath Damodaran

7. No loneliness epidemic - Adam Mastroianni

8. Retail fleece for the ages - John Hempton

9. Wishful thinking is a myth - Dan Williams

10. Why ambitious investors fail - Reimar Scholz

11. Recursive self-improvement risk - Erik Hoel

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Letters, Presentations, Writeups…

Industry Insights: artificial intelligence | autonomous vehicles | automotive | banking | BDCs | crude oil | data centers | defense | software

Geographic Insights: Australia | China | Japan | Taiwan | UK | US

Letters: AQR Capital | GDS Investments

Company Insights: Barco | Bolloré | BN | D’Ieteren | Roblox | Softbank

Company Slides: Brookfield | MLP Group | Nordea | Red Cat | Robertet

“For practical purposes, the financial memory should be assumed to last, at a maximum, no more than 20 years.” —John Kenneth Galbraith

5 Videos We Are Watching This Week

1. Norges - Jon McNeill on the growth algorithm behind Tesla, GM, Lyft

2. DoubleLine - Jeffrey Gundlach on the Fed’s half-point miss and bonds

3. Steve Eisman - Vincent Daniel and Porter Collins on rates, gold, picks

4. Morgan Stanley - David Einhorn on why AI’s gains accrue to the users

5. Knowledge Project - Tobi Lütke on the skills AI makes more valuable

5 Podcasts We Are Listening to This Week

1. Boyar - Chris Mayer on AI as a junior analyst and a public board seat

2. Acquired - Home Depot, the top-returning stock in the US since 1981

3. Odd Lots - Robert Friedland on the “monumental” shortage of copper

4. Dwarkesh - Noam Brown on agent swarms and AI that improves itself

5. David Senra - Luca Ferrari on talent and execution at Bending Spoons

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The Latticework 2026 summit will be held at the University Club of Chicago on November 10-11. We look forward to seeing you there!

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