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Latticework by MOI Global

Latticework, powered by MOI Global, brings together intelligent investors on a journey of lifelong learning.

Newsletter · By John Mihaljevic · English · Paid tier available · Official site

Indexed issues, last 90 days
31
Latest publication
Oct 1, 2026
Audience
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Earliest in this view
Aug 31, 2026

Latest issues

  1. Issue · Oct 1, 2026

    This Week in Special Situations: Pearson, CarMax, Talen Energy, KBR, Apollo Commercial Real Estate (opens the original)

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    This Week in Special Situations is a research-based slide presentation sent on a separate mailing list. If you do not wish to receive it, opt out here.Limited seating! Register to join fellow investors and allocators at Latticework 2026 in Chicago on November 10-11 (agenda).This is the sixteenth issue of <e

  2. Issue · Sep 30, 2026

    Tom Russo: How to Underwrite Family-Controlled Businesses (opens the original)

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    We are delighted to share with you a Great Investors podcast deep dive, the members-only companion to our free audio program, Tom Russo: The Capacity to Suffer. Each free program in the series is an hour-long narrated profile of one investor. Each deep dive takes one of that investor’s working methods and teaches it to you, in narrated instruction, so that you can run it yourself. This one builds the five tests of family control in eight modules. It is audio only,

  3. Issue · Sep 29, 2026

    Arnold Van Den Berg: A Mind Trained to Value (opens the original)

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    We are delighted to share with you our audio program on Arnold Van Den Berg, founder and chief executive officer of Century Management, part of the Great Investors podcast by Latticework. Each program in the series is an hour-long narrated profile of one investor, drawn from MOI Global’s archive of interviews and conference sessions and from the investor’s published work. We make these programs so that members can learn how a great investor thinks and works, through the decisions he made and wha

  4. Issue · Sep 28, 2026

    The Monday Morning Briefing: Micron and Nike Earnings on Deck (opens the original)

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    The Latticework Monday Morning Briefing is our weekly “Guide to the Markets” for long term-oriented investors. It is sent on a separate mailing list (complimentary to members). If you do not wish to receive it, opt out here.Check out the agenda for Latticework 2026 (Chicago, November 10-11). The summit features fireside chats, panel discussions, idea pitches, and a group dinner. Seating is limited. <a href="https://buy.s

  5. Issue · Sep 26, 2026

    Weekly Inspiration: Marks on the Fiscal Problem, Krishnan on Lab Economics, Heck on Game Theory (opens the original)

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    In this digest, we curate the most insightful free online content. This substack aspires to be a platform for your growth, whether you’re on the hunt for ideas, looking to learn from great investors, or building a great investment firm.A brief request before this week’s selections. Lucas Miller of UC Berkeley, a longtime MOI member and keynote speaker at Latticework 2026 in Chicago, is studying how investors are bringing AI into their process in ways that sharpen judgment rather than erode it. P

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