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
Slow singularity - Abdullah Al-Rezwan
AI and nuclear energy - James Emanuel
China’s arctic leverage - Lily Ottinger
Global underperformers - Dede Eyesan
Two-pronged inflation fight - Christopher Gannatti
In praise of artificial learning - Carl Hendrick
Economics of hidden markets - Annie Duke
Bridges of intellectual heritage - Bogumil Baranowski
Good business models gone bad - Dan Shuart
Robinhood and other circularities - Owen Lamont
Whatsapp as a core global technology - Sam Knight
Letters, Presentations, Writeups…
Industry Insights: ai | autonomous vehicles | banking | biotech | gaming | metals and mining | real estate | software: article, presentation | trucking
Letters: Arquitos | Blue Tower | Clayton Partners | Fundsmith | J.P. Morgan | Maat | Massif Capital | Nightview | Packer | Pine | Pernas | Plural | YorkTech
Company Insights: Hannon Armstrong | International Container Terminal | KBR Inc. | Nikkato | Saturn Oil & Gas | Stride | Taiwan Semiconductor
Company Slides: 3M | D.R. Horton | Fastenal | Freeport-McMoran | Intel | Johnson & Johnson | McCormick | Northern Trust | Prologis | U.S. Bancorp
“Wall Street sells stocks and bonds but what it really peddles is hope.” —Jason Zweig
5 Videos We Are Watching This Week
Bloomberg - Jamie Dimon in conversation with David Rubenstein
Bloomberg - Jeremy Grantham on the AI bubble and his new book
David Senra - Tobi Lütke on Shopify, his entrepreneurial philosophy
CFA Institute - Alicia Vidler on how agentic AI will change trading
Knowledge Project - Morgan Housel on frameworks to build wealth
5 Videos from the WEF in Davos
WEF 2026 - Conversation between Satya Nadella and Larry Fink
WEF 2026 - Conversation with Demis Hassabis and Dario Amodei
WEF 2026 - Conversation between Jamie Dimon and Zanny Minton
WEF 2026 - Conversation between Elon Musk and Larry Fink
WEF 2026 - Panel featuring Ken Griffin, Larry Fink, and others
5 Podcasts We Are Listening to This Week
Acquirers - Andrew Summers on investing in healthcare and biotech
David Perell - Fareed Zakaria on his writing process, the impact of AI
Art of Quality - Patrick Boland on the qualities inherent in leadership
How I Built This - Joan Barnes on building Gymboree, losing control
Masters in Business - Richard Thaler & Alex Imas on investor biases
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.)
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