We had the pleasure of hosting MOI Global’s Latticework 2025 summit at The Yale Club of New York City on October 7th. It was wonderful to see many of you and hear the featured guests’ thoughts on the market environment and high-conviction ideas. We are delighted to share the following highlights.
Latticework 2025 explored intelligent investing in a world of unusual and often contradictory crosscurrents. The market backdrop is one of bifurcation: a cap-weighted index propelled to new heights by a narrow cohort of tech giants, while many sectors of the real economy grapple with recurring inflation, geopolitical uncertainty, and the consequences of fiscal imbalances.
In fireside chats a set of interconnected themes emerged. Speakers highlighted the tension between secular overvaluation in popular segments and pockets of overlooked value elsewhere. They explored the importance of a long-term mindset, showcased the value-creation potential of aligned, entrepreneurial leadership, and provided a roadmap for discovering structurally advantaged niches that remain invisible to the broader market.
Let’s dive in.
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About The Author: MOI Global Editorial Team
The MOI Global Editorial Team, led by John Mihaljevic, CFA, includes community builders, event organizers, writers, editors, research associates, security analysts, and fanatical member support advocates. Our sole purpose is to serve the members of MOI Global as well as we possibly can in order to help them learn, invest intelligently, and build lifelong friendships with like-minded people.
Who is MOI Global? In recent years, The Manual of Ideas has expanded to become more than simply “the very best investing newsletter on the planet” (Mohnish Pabrai). We are now a thriving global community of intelligent investors, connected through great ideas, thought-provoking interviews, online conferences, live member events, and much more.
Members of MOI Global enjoy complimentary access to a growing array of resources and content related to the art of intelligent investing. Members also enjoy preferential access to selected offline events as well as exclusive access to other events hosted by MOI Global, including the Zurich Project Summit, the Latticework Conference, and Ideaweek.
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