Latticework, powered by MOI Global, brings together intelligent investors on a journey of lifelong learning.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 381 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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latticework.comLatest Issues
This Week in Special Situations
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.
This is the eleventh issue of This Week in Special Situations, our curated surve...
Claude Code Crash Course, Lesson 4: Email Delivery and the Reply-to-Refine Loop
The memo lands in your inbox, and replying to it in plain English changes the engine's criteria.
Time: 60 to 90 minutes.
Sartorius, Copper, and the S&P 500 Margin Mirage
Takeaways from Our Latest Member Call
We held our fourth bi-monthly member call yesterday, drawing members from Uruguay to Singapore and upstate New York. One question ran through almost every contribution: the AI capital expenditure wave...
AUDIO SPECIAL - Bob Robotti: Turning Over Rocks
Bob Robotti has spent decades doing the kind of investing that is easy to describe but hard to practice: looking carefully where others are not looking, studying unfashionable businesses, distinguishing temporary difficulty from permanent i...
Claude Code Crash Course, Lesson 3: Picking the Idea and Writing the Memo
A full one-page memo on the single best company, generated end to end, with the filing check built in.
Time: 60 to 90 minutes.
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Authors
The writers behind this newsletter.
John studied under David Swensen and assisted Nobel laureate James Tobin. He is the author of The Manual of Ideas and a winner of VIC’s prize for best idea. He holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.
We are the Equity Research team at MOI Global, the research-driven membership organization of intelligent investors worldwide.
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