Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
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.
Meet great investors and fellow lifelong learners at Latticework 2026.
11 Articles We Are Reading This Week
Leo’s conviction - Aswath Damodaran
AI and data quality - Abraham Thomas
Stupidity of crowds - Harvey Sawikin
Tech leadership déjà vu - Michael Pettis
Cochrane on monetarism - Scott Sumner
Berkshire's buyback signal - Anh Hoang
FP&A as counterespionage - Byrne Hobart
Hedging an already lost deal - Andrew Walker
Authorship and French theory - Alex Danco
Economics of open versus closed - Christian Catalini
When turnarounds are impossible - Reimar Scholz
Letters, Presentations, Writeups…
Industry Insights: asset management | banking | credit | fiber | pharma
Geographic Insights: Brazil | China | Japan | Korea | UK/Ireland
Letters: 1 Main | Crossroads | Gator | KP7 | Moerus | Pershing Square
Company Insights: Alphabet | CoreWeave | FIH Group | Hims & Hers | IMAX | Interlife | LyondellBasell | Nvidia | Shift4 | SK Hynix | Uber
Company Slides: Antofagasta | Applied Materials | CACI | Hapag-Lloyd | IHG | KKR | Maersk | Middleby | Pan American Silver | Vestas | Westaim
“If you buy the same securities as other people, you will have the same results as other people.” —John Templeton
5 Videos We Are Watching This Week
Founders - Claude Shannon, the man who reduced information to bits
Goldman Sachs - GoldenTree’s Tananbaum on credit in the AI boom
Graham Bensinger - From $700 in a car to Paul Mitchell and Patrón
Aswath Damodaran - Aschenbrenner's fund and the risk of conviction
Invest Like The Best - Benchmark's Eric Vishria on sizing AI markets
5 Podcasts We Are Listening to This Week
Volts - How exposed the power grid really is to a targeted cyber attack
Acquired - Eisner, Iger, and Disney’s great comeback in media history
David Senra - Michael Ovitz on building CAA and outworking agents
Merryn Talks Money - Luke Bridgeman on the capital cycle's turning
Conversations with Tyler - Daron Acemoglu on why liberalism failed
