Latticework, powered by MOI Global, brings together intelligent investors on a journey of lifelong learning.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 294 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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Behind the AI Data Storage Boom, a Way to Benefit Without Paying Up
An overlooked angle on the AI storage cycle: the materials layer.
Over the past year, data storage companies have moved sharply higher. Western Digital, Seagate, and SanDisk have all benefited from a market narrative that is easy to unders...
AI Bootcamp (Lesson 7): Other Data Sources, and Idea Engine Formats
A four-week joint experiment for non-technical investors. Today: a bench of free and low-cost data sources, and the three formats your engine will speak.
Join the AI Bootcamp and progress on your own time. Simply opt in to the bootcamp mai...
Biotech at an Inflection Point: A Conversation with Peter Mantas
On May 12, 2026, the day FDA Commissioner Marty Makary’s resignation became official, Elliot Turner and John Mihaljevic sat down with Peter Mantas, general partner and chief investment officer of Logos LP and co-creator of Back of the Napki...
AI Bootcamp (Lesson 6): FMP API Key and the First Checked Data Pull
A four-week joint experiment for non-technical investors. Today: we'll register for an FMP API key, pull the financials for a ticker, and check a reported number against the company's own filing.
Join the AI Bootcamp and progress on your o...
A Member Asked: Is This 1969? Or Is This 1999?
Notes on Buffett's record cash, the casino-vs.-cathedral metaphor, and the bargains still hiding in real assets, cyclicals, and small-cap AI beneficiaries.
Following this year’s Berkshire Hathaway annual meeting, I received a thoughtful em...
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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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