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
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.