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.
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11 Articles We Are Reading This Week
Bubble - Cullen Roche
Perfection - Dan Rasmussen
Bizarro world - Logan Shearer
Cheap evidence - Mauricio Heck
Homo agenticus - Rohit Krishnan
Global fertility crisis - Derek Thompson
Moats and value traps - Kai Wu
Commencement speech - Ray Dalio
China’s optimism and fear - Zilan Qian
Counterpoint to zero-sum thinking - Eric Markowitz
Swiss watches and the dream equation - Trung Phan
Letters, Presentations, Writeups…
Industry Insights: banking | consumer health | gaming | meatpacking | neo-clouds | platinum group metals | semiconductors | software | technology
Geographic Insights: China | Europe | Ukraine | US
Letters: First Eagle | Longleaf | Merrill | Robotti | Silver Beech | Tactile
Company Insights: Brambles | Enogia | Establishment Labs | GrafTech | MercadoLibre | Monzo | Nvidia | Sato Foods | Sea Ltd | ServiceNow
Company Slides: Borr Drilling | Deere | Eagle Materials | Enersys | Golar LNG | Keysight | Nvidia | Ryanair | Star Bulk | Take-Two | Walmart | Workday
“The trick of successful investors is to sell when they want to, not when they have to.” —Seth Klarman
5 Videos We Are Watching This Week
Norges - Rubenstein, Griffin, O’Leary, and Grew discuss global markets
Founders - Strauss Zelnick, the man who built Grand Theft Auto 6 hit
Bloomberg - Jamie Dimon on hiring more for AI, fewer bankers at JPM
Prof G Markets - Aswath Damodaran on the AI rally and IPO outlook
In Good Company - Pfizer CEO Bourla on AI in medicine and China
5 Podcasts We Are Listening to This Week
Acquired - Ben Gilbert and David Rosenthal trace Vanguard’s history
Squawk Pod - Jeff Bezos with Andrew Ross Sorkin at Blue Origin HQ
How Leaders Lead - Mark Smucker on how iconic brands stay relevant
Invest Like the Best - Gavin Baker on watts, wafers, future of AI infra
Behind the Balance Sheet - Jeremy Grantham on bubbles and crashes
Member Updates & Events
The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.