Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

Dear readers,

In this weekly digest, we bring you some of the most insightful free online content for intelligent investors, curated by the team at MOI Global.

Our goal is to make this Substack an exceptional platform for your growth, whether you are on the hunt for winning ideas, eager to learn from some of the best in the business, or in the process of building a great investment firm.

For nearly two deacdes, we have nurtured a special kind of community. As a subscriber to this Substack, you now have the opportunity to benefit from the wisdom and ideas of an exceptional global network of like-minded investors.

I invite you to join the team at MOI Global and fellow wisdom-seekers on a rewarding journey of investment excellence.

John

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11 Articles We Are Reading This Week

1. Judge not - Harvey Sawikin

2. End of software - Chris Paik

3. Geniuses of today - Tomas Pueyo

4. Power in the valley - Commoncog

5. Bridge to the future - Ben Thompson

6. Subconscious myopia - James Emanuel

7. Long-run asset returns - Elroy Dimson, et al.

8. Druckenmiller’s insights - Aaron Pek

9. Negative space investing - Polymath Investor

10. Finite life of hyperpowers - Niels Clemen Jensen

11. How the world is changing - Rex Woodbury

Letters, Presentations, Writeups…

Industry Insights: artificial intelligence | banking | copper | energy | hard-discounters | insurance | land | oil services | retail | software | video games

Geographic Insights: Abu Dhabi | China | Japan | United Kingdom

Letters: 180 Degree | Bronte | J.P. Morgan | Merrill | Silver Beech | NZS

Company Insights: Atkore | Avation | Bakkt | DGL | Google | LendingTree | Lifeway | Lululemon | M3 | Ocean Wilsons | Rocket | SUTL | Vente-Unique

Company Slides: AEO | Dollar Tree | Foot Locker | RBC | Salesforce

“He who blames others has a long way to go on his journey. He who blames himself is halfway there. He who blames no one has arrived.” —Chinese Proverb

5 Videos We Are Watching This Week

1. NYT - Jeff Bezos on innovation and what’s next for Amazon, Blue Origin

2. Norges - Daniel Pink on regret, motivation, timing, and good breaks

3. Point72 - Steve Cohen on the qualities of great versus good investors

4. Huberman - Morgan Housel on the psychology of money and happiness

5. Investor Professor - Guy Spier on lessons he has learned along the way

5 Podcasts We Are Listening to This Week

1. Odd Lots - Oaktree’s Milwood Hobbs on finding great deals in credit

2. Founders - Takeaways from a book on Amancio Ortega of Inditex

3. Business Brew - Ryan Dobratz on Third Avenue’s real estate strategy

4. Talking Billions - Chris Mayer on general semantics, hundred-baggers

5. Value Perspective - Adam Rozencwajg on materials and commodities