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
Farewell - Warren Buffett
Allocation - Michael Mauboussin
AI tool battle - Michael Fritzell
Structural toxicity - James Emanuel
Value of your time - Harvey Sawikin
Pop-hereditarianism - Erik Hoel
Understand anything - Mauricio Heck
Freedom of constraints - David Epstein
Diversifying alternatives - Antti Ilmanen
Artificial general intelligence - Tomas Pueyo
Ambition and inner development - Eric Markowitz
Letters, Presentations, Writeups…
Industry Insights: ai | banking | chemicals | gaming | search | software
Letters: Brennan | East 72 | GDS | Greenhaven Road | JPM | Southeastern
Company Insights: Airbnb | Aixtron | AMD | Cogent | CYND | Dole | Golden Entertainment | Grupo Mateus | Mincon Group | Nexgel | OXY | SSP Group
Company Slides: ArcelorMittal | Bayer | Brookfield | ConocoPhillips | Dole | HHH | Pan American Silver | Sea | Tidewater | Topgolf | TransDigm | Wendy’s
“Companies that solely focus on competition will die. Those that focus on value creation will thrive.” —Edward de Bono
5 Videos We Are Watching This Week
Stripe - Dave Ricks of Eli Lilly on drug development
AJ Bell - Terry Smith on doing the hard but right thing
Norges - Ester Baiget explains the business of enzymes
Dwarkesh - Satya Nadella on how he thinks about AGI
Knowledge Project - Ron Shaich on business lessons
5 Podcasts We Are Listening to This Week
TWIII - Samir Patel on the use of AI in value investing
Odd Lots - Cliff Asness on how markets got dumber
Annie Duke - Paraag Marathe on informed decisions
Latticework - Richard Oldfield on intelligent investing
Capital Allocators - Jay Ripley on manager selection
Member Updates & Events
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