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

1. Slack - Eric Markowitz

2. Trade wars - Kai Wu

3. Unseen edges - Polymath Investor

4. AI for research - Michael Fritzell

5. Industry choices - James Emanuel

6. Investing truisms - Harvey Sawikin

7. Rethink productivity - Danny Kenny

8. Berkshire chronicles - Bogumil Baranowski

9. Buffett’s alpha engine - Alejandro Yela

10. Finance is other people - Owen Lamont

11. Acknowledging uncertainty - Annie Duke

Letters, Presentations, Writeups…

Industry Insights: biotech | digital advertising | drones | electric vehicles | gaming | grocery | oil services | real assets | semiconductors | software

Geographic Insights: Canada | China | Germany | Europe | India | US

Letters: Apollo Global | Brennan | Conestoga | Giverny | Massif Capital | Merrill | Moerus | Oaktree | Palm Valley | Vulcan Value | White Falcon

Company Insights: Amazon | A.O. Smith | Chemed | Evolution | Kinki Sharyo | LandBridge | Meta | Sage | TPL | Tyler Tech | Yuhua Education

Company Slides: Adidas | ArcelorMittal | Becton Dickinson | Booking | Canadian Pacific | Caterpillar | DB | Garrett Motion | GM | KLA | Kraft Heinz | Meta | MGM | Microsoft | Paypal | Pfizer | Samsung | Visa | Volkswagen

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“The fact that an opinion has been widely held is no evidence whatever that it is not utterly absurd.” —Bertrand Russell

5 Videos We Are Watching This Week

1. Grit - David Rubenstein on his entrepreneurial path in private equity

2. Norges - Chris Hohn, Christian Sinding, et al. on great businesses

3. Stanford - Ken Griffin reflects on his journey in finance and investing

4. Dwarkesh - Mark Zuckerberg on Llama 4, DeepSeek, the race to AGI

5. Andy Kern - Chris Bloomstran speaks at the University of Missouri

5 Podcasts We Are Listening to This Week

1. BG2 - Gurley and Gerstner on tariffs, trade, export controls, rare earths

2. Odd Lots - Blackstone’s Joe Dowling on alternative investing strategies

3. Business Brew - Rhizome’s Bill Chen on equity investing in real estate

4. Value Perspective - Harvey Sawikin on investing in emerging markets

5. Knowledge Project - Y Combinator’s Garry Tan on billion-dollar misfits

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