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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