Latticework by MOI Global

Latticework by MOI Global

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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
Weekly curated links

Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

John Mihaljevic
Jun 21, 2025
∙ Paid
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Latticework by MOI Global
Latticework by MOI Global
Weekly Inspiration
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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.



11 Articles We Are Reading This Week

  1. Economics - Howard Marks

  2. Huawei story - Jordan Schneider

  3. Risk preferences - Joachim Klement

  4. Monetizing meals - Thomas Reiner

  5. Investment truisms - Harvey Sawikin

  6. Systems leadership - Robert Siegel

  7. Emerging champions - Polymath Investor

  8. Rethinking forex carry - Lionel Smoler Schatz

  9. Alternative investments - Aswath Damodaran

  10. Value in faraway places - Dave Waters

  11. Hollywood in the new age - Trung Phan

Letters, Presentations, Writeups…

Industry Insights: AI agents | autonomous vehicles | aviation | banking | batteries | beauty | consumer | gaming | minerals | oil | real assets | software

Geographic Insights: China | Iran | Japan

Letters: Acadian | Lowell Capital | McKinsey | Merrill | Silver Beech

Company Insights: Bekaert | Elliptic Labs | Forward Logistics | Lakeland | Landstar | Toast | Uber | UnitedHealth | Vermilion Energy | Weight Watchers

Company Slides: Ashtead | Empire | Korn Ferry | Jabil | Wiley


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“Good investing is boring investing.” —Bill Mann

5 Videos We Are Watching This Week

  1. BG2 - Gerstner & Gurley chat with Coatue’s Laffont brothers

  2. Impact - Chipotle’s Scott Boatwright on success and culture

  3. David Novak - Samsara’s Sanjit Biswas on "big eyes, big ears"

  4. Goldman Sachs - Steve Cohen on the markets and the Mets

  5. Economic Club DC - Interview with Occidental’s Vicki Hollub

5 Podcasts We Are Listening to This Week

  1. Motley Fool - Howard Marks on investing in human emotion

  2. Value Perspective - Jamie Carter on emerging markets value

  3. Value After Hours - Chris Waller on gems in small-cap value

  4. Conversations with Tyler - Chris Arnade on walking the world

  5. Behind the Balance Sheet - Kopernik’s Dave Iben on investing


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.

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