Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Dear readers,
In this weekly digest, we bring you some of the most insightful free online content for intelligent investors, curated by the team at MOI Global.
Our goal is to make this Substack a platform for your growth, whether you are on the hunt for winning ideas, looking to learn from some of the best in the business, or in the process of building a great investment firm.
For nearly two deacdes, we have nurtured a special kind of community. As a Latticework subscriber, you now have the opportunity to benefit from the wisdom and ideas of an exceptional global network of like-minded investors.
I invite you to join fellow wisdom-seekers on a journey of lifelong learning.
John
11 Articles We Are Reading This Week
Charts - Michael Mauboussin
Bravery - Tom Morgan
Why write - Frederik Gieschen
Power law - Eric Flaningam
Debanking - Patrick McKenzie
Investing truisms - Harvey Sawikin
Power of subtleties - Bogumil Baranowski
Importance of money - Scott Sumner
Average revenue per user - CJ Gustafson
How the world is changing - Rex Woodbury
Sheridan's extreme productivity - Trung Phan
Letters, Presentations, Writeups…
Industry Insights: banking | biopharma | drill bits | energy | petroleum products | REITs | restaurants | science | shipping | software | virtual reality
Letters: Desert Lion | Goehring & Rozencwajg | J.P. Morgan (Cembalest) | J.P. Morgan (Guide to Markets) | Merrill | Oaktree | Stifel
Company Insights: AMD | Build-A-Bear | Canadian Solar | Daktronics | Intel | Kohl’s | Nvidia | Oracle | Puretech | SKYX Platforms | Tharisa
Company Slides: Adobe | AutoZone | Casey’s | Ferguson | Inditex | J.Jill | Macy’s | Photronics | REV Group | Skillsoft | UNFI | Victoria’s Secret
“The riskiest thing in the world is the widespread belief that there’s no risk.” —Howard Marks
5 Videos We Are Watching This Week
NYT - Sundar Pichai on AI, regulation, and what’s next for Google
Norges - Michael Dell on building a tech empire, keys to winning
Free Press - Marc Andreessen on technology, AI, censorship, Trump
Payne Capital - Jim Grant on market euphoria and financial history
Hoover Institution - Peter Thiel on technology, ancient prophecies
5 Podcasts We Are Listening to This Week
Founders - Meeting Brad Jacobs of “How to Make a Few Billion Dollars”
Glue Guys - Walmart CEO Doug McMillon on leading two million people
Business Brew - John Maxfield on the history and dynamics of banking
Value After Hours - Bill Lenehan of Four Corners Property on REITs
We Study Billionaires - Dev Kantesaria on investing in compounders
Note: What follows below is a section with MOI Global member updates and events. Membership is by invitation only. As a first step toward becoming a full member, feel free to upgrade to the paid version of this substack.