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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