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.)
Member Updates & Events
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