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 hunt for great ideas, looking to learn from great investors, or building a great investment firm.
MOI Global members, scroll down for member news and updates.
11 Articles We Are Reading This Week
Stimulus - Ray Dalio
Golden year - Aswath Damodaran
Cockroaches - Howard Marks
China’s paradox - Weijian Shan
Alone on the bid - David Katunaric
Benefits of bubbles - Ben Thompson
Brokers and bubbles - Owen Lamont
Situational awareness - Byrne Hobart
Unlock alpha with liquidity - James Emanuel
Moving from matter to mind - Tom Morgan
The best products remove guilt - Rex Woodbury
Letters, Presentations, Writeups…
Industry Insights: automotive | banking | coffee | currency | ETFs | software
Geographic Insights: Argentina | Australia | China | Europe
Letters: Blue Tower | Horizon Kinetics | J.P. Morgan | Laughing Water | LRT | Massif Capital | Merrill | Oaktree | Praesidium Software | Third Point
Company Insights: Berkshire | Charter | Ferrari | InterDigital | Loomis | Hagerty | Metsera | Microsoft | Nomad Foods | Solstice | Visa
Company Slides: Amazon | Chevron | Embraer | Franco-Nevada | Goodyear | Hagerty | Lilly | Novo | Pfizer | Ryanair | Spotify | Tapestry | Toyota | T. Rowe
“Fallible, emotional people determine price; cold, hard cash determines value.” —Chris Davis
5 Videos We Are Watching This Week
Singleton - Fireside chat with Doordash CEO Tony Xu
Singleton - Interview with Home Depot’s Ken Langone
DoubleLine - Jeffrey Gundlach and David Rosenberg
Goldman Sachs - Davidson Kempner’s Tony Yoseloff
Generating Alpha - Thomas Peterffy on his philosophy
5 Podcasts We Are Listening to This Week
TWIII - Phil Ordway returns for a special episode
BG2 Pod - Satya Nadella and Sam Altman on AI
Founders - David Senra on how Larry Ellison thinks
Talking Billions - Dan Rupp on finding value in Asia
Wisdom in Books - Stephen Penman’s masterclass
Member Updates & Events
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