Sitemap - 2026 - Latticework by MOI Global
Weekly Inspiration: Nike Initiation, Aerospace Primer, Jane Street Guide
Industry Primers Podcast: Aerospace, Part Two: The Deep Dive
Industry Primers Podcast: Aerospace, Part One: The Story
Nike: The Defense Holds, the Offense Is Unproven
This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate
Tom Russo: How to Underwrite Family-Controlled Businesses
Arnold Van Den Berg: A Mind Trained to Value
The Monday Morning Briefing: Micron and Nike Earnings on Deck
Weekly Inspiration: Marks on the Fiscal Problem, Krishnan on Lab Economics, Heck on Game Theory
Industry Primer: US Regional Banks
Industry Primers Podcast: US Regional Banks, Part Two: The Deep Dive
Industry Primers Podcast: US Regional Banks, Part One: The Story
This Week in Special Situations: Exor, Lennar, Borr Drilling, Vail
Ed Wachenheim: The Quiet Compounder
Weekly Inspiration: Buffett, Zuckerberg, Rates and Stock Prices, Loneliness Epidemic
Industry Primer: Property and Casualty Insurance & Reinsurance
Industry Primers Podcast: P&C Insurance & Reinsurance, Part Two: The Deep Dive
Industry Primers Podcast: P&C Insurance & Reinsurance, Part One: The Story
This Week in Special Situations: Cooper Companies, Sturm Ruger, Grab Holdings, Boston Omaha
Chris Bloomstran: Build the Five-Factor Model, One Step at a Time
Tom Russo: The Capacity to Suffer
Industry Primer: Exchanges & Financial Market Infrastructure
Industry Primers Podcast: Exchanges & Financial Market Infrastructure, Part Two: The Deep Dive
Industry Primers Podcast: Exchanges & Financial Market Infrastructure, Part One: The Story
This Week in Special Situations: Signet Jewelers, Medipal Holdings, First REIT of New Jersey
Murray Stahl: Owning What Cannot Be Indexed
The Monday Morning Briefing: Labor Day Edition
This Week in Special Situations: Abercrombie, PagSeguro, Vodafone
Howard Marks: Higher-Level Thinking
StandardAero: Largest Independent Aerospace Engine Aftermarket Firm
This Week in Special Situations
Claude Code Crash Course, Lesson 5: Run It Every Weekday, Harden It, and Maintain It
Claude Code Crash Course, Lesson 4: Email Delivery and the Reply-to-Refine Loop
Sartorius, Copper, and the S&P 500 Margin Mirage
Bob Robotti: Turning Over Rocks
Claude Code Crash Course, Lesson 3: Picking the Idea and Writing the Memo
Claude Code Crash Course, Lesson 2: The Hard-Filter Screen and the Scoring Model
This Week in Special Situations
Claude Code Crash Course, Lesson 1: Setup and Your First Live Data Pull
Claude Code Crash Course, Lesson 0: Orientation in Plain English
This Week in Special Situations
Claude Code Crash Course: Build an Analyst That Learns How You Invest
This Week in Special Situations
Olin Corporation: The Case for Buying the Trough
Moonpig: High-Teens Returns From Buyback, Dividend, and Growth
This Week in Special Situations
This Week in Special Situations
4imprint: North American Market Leader Hidden on the LSE
Midea: Industrial Compounder Priced as Home Appliance Maker
Axon: The Public Safety Operating System Where AI Widens the Moat
This Week in Special Situations
Finding Act II: Wyatt Sparks Makes the Case for Weyerhaeuser
This Week in Special Situations: Salesforce, MSCI, Dropbox, Paycom
Salesforce: Why Distribution, Not Software, Is the Durable Moat
The Forensic Equity Investor: Reading Footnotes as Narrative
Canal+: African Growth Hidden in Undervalued European Spinoff
Daniel Gladiš at the Zurich Project: If Intelligence Becomes Abundant, What Becomes Scarce?
Ulrich Volk on Life, Philosophy, and Investing: The First 64 Years
This Week in Special Situations: EasyJet, Middleby, United Parks & Resorts, Warner Bros., Ziff Davis
Course Preview: Build an Equity Analyst Who Learns Your Criteria and Improves Over Time
Offshore: Capacity-Constrained Sector Finally Run by Its Owners
UnitedHealth Group: Cyclical Fears Mask a Structurally Widening Moat
Tom Connolly's Forgotten Method and the Case for Boardwalk REIT
Toast: Founder-Led AI Beneficiary With First-Ever Buyback
Yuval Taylor: Crushing the Market with "No Idea" Investing
The Latticework Monday Morning Briefing
UnitedHealth, Salesforce, and the AI Value-Chain Debate
AI Bootcamp for Non-Technical Investors: Build Your Own Investment Idea Engine
This Week in Special Situations
The Monday Morning Briefing: A Look Ahead at the Week in Markets
Christopher Tsai on Value Investing 4.0 and Intelligence as the Economic Castle
The Monday Morning Briefing: Washington Pulls Claude Fable, SpaceX Sticks the Landing
From Cádiz to Hormuz: What a Silver Crisis from 1805 Can Teach Us About Investing in 2026
The Monday Morning Briefing: SpaceX Sets Its Price, but Value Is a Different Story
The Monday Morning Briefing: AI Rally Continues, with SpaceX IPO Drawing Closer
AI Bootcamp (Lesson 16): Schedule It, Refine It, and Retrospective
AI Bootcamp (Lesson 15): Engine Spec, Narrative Layer, and End-to-End Run
Why Data Storage 2026 Is Eerily Reminiscent of Data Storage 2000
AI Bootcamp (Lesson 14): Layer On EDGAR, FRED, and a Scoring Layer
AI Bootcamp (Lesson 13): Git, GitHub, and a Stock Screener
The Monday Morning Briefing: Bubble, Perfection, Bizarro World?
Oro: Founder-Led, Undervalued Japanese ERP Software Leader With Catalysts for Re-Rating
AI Bootcamp (Lesson 12): Claude Code, and Building Our First Script
AI Bootcamp (Lesson 11): Iterating Prompts and Structured Write-Ups
Lycopodium: Mispriced Compounder With Founder Alignment and High ROE
Motilal Oswal: From Broker to Wealth and Asset Management Powerhouse
Twenty-Three Years After Buffett: Hoosik Min on Korea’s Second Act
AI Bootcamp (Lesson 10): Wide Research for Screening at Scale
AI Bootcamp (Lesson 9): Memory, Sub-Agents, and Parallel Research
Chagee: "Starbucks of Tea" with Global Ambitions at Single-Digit P/E Ex-Cash
AI Bootcamp (Lesson 8): Spaces, Projects, and Connectors
Behind the AI Data Storage Boom, a Way to Benefit Without Paying Up
AI Bootcamp (Lesson 7): Other Data Sources, and Idea Engine Formats
Biotech at an Inflection Point: A Conversation with Peter Mantas
AI Bootcamp (Lesson 6): Data API Key and the First Checked Data Pull
A Member Asked: Is This 1969? Or Is This 1999?
AI Bootcamp (Lesson 5): Free Access to FRED Macro/Sector Data
The Monday Morning Briefing: Following Up on Best Ideas Omaha 2026
Sasken: From Project-Based Services to a Silicon Royalty Flywheel
AI Bootcamp (Lesson 4): SEC EDGAR, the Primary Source
Situational Awareness Meets Value Investing: Cheap Small-Caps Poised to Benefit from the AI Buildout
AI Bootcamp (Lesson 3): Tools, Agents, and Structured Output
AI Bootcamp (Lesson 2): Prompt Patterns That Outperform Casual Prompting
Best Ideas Omaha 2026: Takeaways from the MOI Global Breakfast
AI Bootcamp (Lesson 1): How LLMs Work, and How to Defend Against Hallucinations
The Monday Morning Briefing: Searching for Ideas in Complacent Market
AI Bootcamp (Introduction): Build Your Own Investment Idea Engine
Hikari Tsushin: Japanese Outlier With Two Decades of Strong Compounding
Barratt Redrow: A “Stupidly Cheap” Stock Just Got 40% Cheaper
The Agentic Stub: Why Sabre Is One of the Most Asymmetric AI Setups
Kitazato Corporation: Structural IVF Growth at Discount To Global Peers
The Monday Morning Briefing: Big Tech Earnings on Deck
Who Gets Paid When AI Agents Subscribe to Data?
Chris Bloomstran: The Flawed Bulb
Introducing the Latticework Monday Morning Briefing
Freee: Founder-Led Disruptor of Japan’s Accounting Incumbents
Unlocking Latticework 2025 (Plus: First Look at Latticework 2026)
Life Sciences, Adyen, and the Ongoing Software Debate
Honoring Murray Stahl: Replay of a Fireside Chat with the Legendary Investor at Latticework 2018
TBC Bank: A Mispriced Digital Growth Story in Central Asia
The Great Rotation Playbook — Theme 3: The Industrial Renaissance
Gimat: The Turkish “Costco” With a Decades-Long Growth Runway
Akamai: Underappreciated Shift to Security and Compute Drives Value
Greggs: Capital Cycle Inflection and the Path to Margin Recovery
Metro Bank: Strong Deposit Franchise, Underappreciated MREL Unlock
PBAM: Well-Run SoCal Bank With Top-Decile ROA, Uplisting Potential
Pluxee: Spinoff Dynamics, With Strong Management and FCF
GCI Liberty: Cash Cow Asset With Tax Shields and M&A Optionality
Cavco: M&A and Utilization Gains Set Path to Double Earnings
Navigating the “SaaS-pocalypse” and the Great Rotation
Natura Cosméticos: Unmasking Core Value Amid Restructuring Noise
AMN Healthcare: Capitalizing on Workforce Solutions Inflection
Jeff Auxier on His Investment Principles, 2026 Outlook, and Fiserv
Brookfield Corporation: Superior, Owner-Operated, Long-Term Capital Allocation Platform
The Great Rotation Playbook — Theme 2: Critical Minerals & The Mining Supply Cliff
AbraSilver: Silver/Gold Explorer in Argentina With Proven Leadership
UnitedHealth: Market Misinterprets Cyclical Pressures as Structural
Interview with JT Fitzgerald, CEO of Kingsway Financial Services
Celsius: Capitalizing on the “Better-For-You” Shift in Energy Drinks
Rivian Automotive: Exceptional Founder Pursuing Winning Strategy
Spirits: Why Structural Consumption Concerns Are Overblown
Genesis Energy: Transformation to Pure-Play Infrastructure Unlocks Dividend Growth
Global Atomic: Strategic Bet on the Looming Uranium Supply Deficit
The Great Rotation Playbook — Theme 1: The Energy Backbone
Intrepid Potash: Fertilizer Recovery Play, With Lithium/Land Optionality
Subsea 7: Saipem Merger Creates Scale and Shareholder Value
Unidata: Founder-Led Italian Fiber Company at Key Inflection Point
SFS Group: Self-Help and Cyclical Recovery Driving Margin Upside
Bellway: Well-Capitalized, Quality UK Homebuilder at Cyclical Low