Latticework, powered by MOI Global, brings together intelligent investors on a journey of lifelong learning.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 325 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||
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latticework.comLatest Issues
The Monday Morning Briefing: A Look Ahead at the Week in Markets
Listen now | SpaceX, and trying to make sense of nonsensical valuations. Searching for value off the beaten path. New addition: Canada.
The Latticework Monday Morning Briefing is a research-based, data-driven slide presentation sent on a s...
Christopher Tsai on Value Investing 4.0 and Intelligence as the Economic Castle
Exclusive Zurich Project session replay: The 1.0-to-4.0 map of value investing, the Tesla position that returned roughly 11x, and how Christopher values what he cannot yet model.
We were delighted to welcome Christopher Tsai back to the Zu...
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
In this digest, we bring you the most insightful free online content, curated by the team at MOI Global. This substack aspires to be a platform for your growth, whether you are on the h...
Selected Special Situations
A survey of event-driven investment ideas
We are trialing a new format: a curated selection of special situations. This is an experiment; we do not attempt to profile every special situation in the market. The universe of activist campaign...
The Monday Morning Briefing: Washington Pulls Claude Fable, SpaceX Sticks the Landing
Plus: Bloomstran (Semper Augustus) and Bridgeman (Hosking) on whether the AI build-out is a super cycle or a capital cycle
The Latticework Monday Morning Briefing is a research-based, data-driven slide presentation sent on a separate maili...
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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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