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Publications Latticework by MOI Global reads and thinks you should too.
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The Education of a Startup Investor
By Matthew Stafford
The 2020s is the decade of the Startup Investor. This is my quest for wealth, wisdom and enlightenment.
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Rock & Turner Investment Analysis
By James Emanuel
Equity Investing: What's Hot & What's Not
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Musings of a Rebel
By Jaydeep Barman
Thoughts, lessons, ideas, reflections, and mental models about company building I chanced upon while running Rebel Foods for many long and hard years.
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Flyover Stocks
By Todd Wenning
Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.
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Ezra's Notes
By Ezra Crangle
Understanding how to invest with a true long-term mindset — seeing companies beyond the numbers, with a business-owner mentality.
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Musings on Markets
By Aswath Damodaran
Investing, Markets and Business
“Aswath Damodaran on valuation, corporate finance, and the stories behind the numbers — required reading for anyone who prices businesses.”
— Latticework by MOI Global
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Value Investing World
By Joe Koster
Curating multidisciplinary investing, business, and other readings.
“Joe Koster's long-running curation of the best value investing reading — a daily staple for lifelong learners.”
— Latticework by MOI Global
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Polymath Investor
i write about stocks and how ideas from other fields improve investing. Not investment advice.
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Roaming in Bayesland
By Massimo Fuggetta
Roaming in Bayesland explores how we learn, update our beliefs, and navigate uncertainty – in markets and in life – through the lens of Bayesian thinking.
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Bogumil Baranowski's Substack
My essays and podcast episodes discussing investing, family wealth, stock picking, and more. I READ ALL MY EMAILS. NEVER INVESTMENT ADVICE. For full disclosure, please refer to Blue Infinitas Capital, LLC website.
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Hidden Gems Investing
By Chris Waller
30 page reports and primary research on 'hidden gems' in the small cap value space.
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The Inflection Economy
Market-beating longs at the inflection points reshaping the world.
“Peter and Matt, co-PMs of Logos LP, thinking in public about investing through markets in transition.”
— Latticework by MOI Global
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Real Asset Handbook
By Will Thomson
Real Asset Research for Real Returns by Massif Capital
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Made in Italy CEOs
By Massimo Fuggetta
Made in Italy CEOs è una piazza online dove si discute del mercato azionario italiano attraverso video, articoli, riflessioni, analisi, commenti e prospettive, miei e di altri.
“Massimo Fuggetta, a veteran value investor, on Italian companies and the people who run them — a market most investors overlook.”
— Latticework by MOI Global
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Asian Century Stocks
By Michael Fritzell
Independent coverage of overlooked Asian equities
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Financials Unshackled - by John Cronin at SeaPoint Insights
By John Cronin
Independent analysis and opinion on critical developments and themes in the Banking & Specialty Finance sector (Financials) from a former top ranked banks analyst who has sat on 'all sides of the fence'
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Clark Square Capital's Ultimate Value
Fundamental research focused on overlooked companies and special situations.
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