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
Bubble - Howard Marks
Predictions - Rex Woodbury
Warner fight - Anh Hoang
Define smart - Eric Markowitz
Apple’s future - Harvey Sawikin
Exceptionalism - Louis-Vincent Gave
East-west or bust - James Emanuel
Tax-loss harvesting - Bogumil Baranowski
Self-esteem restored - Massimo Fuggetta
Hollywood end game - Ben Thompson
Discipline of dividends - Christopher Gannatti
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | automotive | banking | gaming | gold | hospitality | lithium | ride sharing | software
Geographic Insights: Chile | China | Las Vegas | Turkey
Letters: Acadian | Bronte | Crossroads Capital | Elena Partners | Pzena | RGA Investment Advisors | Silver Beech | Silver Ring
Company Insights: Enviri | Fairfax India | Judges Scientific | Kraft Heinz | Lassila & Tikanoja | Nerdy | NexGel | Ramaco | Sanara | Utz Brands | Veeva
Company Slides: America’s Car-Mart | Ashtead | Brown-Forman | Build-A-Bear | Campbell’s | Ferguson | Hormel | Kroger | TD Bank | Victoria’s Secret
“Being a value investor means looking at the downside before the upside.” —Li Lu
5 Videos We Are Watching This Week
Norges - David Rubenstein on what makes great investors
Acquired - Interviews with CEOs of Netflix, Perplexity, AWS
David Senra - James Dyson on entrepreneurship, life lessons
Reagan Forum - Jamie Dimon, Chris Calio on national defense
Knowledge Project - Rory Sutherland’s persuasion formula
5 Podcasts We Are Listening to This Week
Acquired - Andrew Ross Sorkin on his insance productivity
Business Brew - Jim Hayes on investing in emerging markets
Invest Like the Best - Gavin Baker on AI, Nvidia vs Google
Masters in Business - Paul Zummo on alternatives investing
Conversations with Tyler - Gaurav Kapadia on investing, art
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 paid Latticework subscribers and MOI Global members. Stay tuned for your personal invitation.)
Member Updates & Events
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