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.
11 Articles We Are Reading This Week
Slack - Eric Markowitz
Trade wars - Kai Wu
Unseen edges - Polymath Investor
AI for research - Michael Fritzell
Industry choices - James Emanuel
Investing truisms - Harvey Sawikin
Rethink productivity - Danny Kenny
Berkshire chronicles - Bogumil Baranowski
Buffett’s alpha engine - Alejandro Yela
Finance is other people - Owen Lamont
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
“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
Grit - David Rubenstein on his entrepreneurial path in private equity
Norges - Chris Hohn, Christian Sinding, et al. on great businesses
Stanford - Ken Griffin reflects on his journey in finance and investing
Dwarkesh - Mark Zuckerberg on Llama 4, DeepSeek, the race to AGI
Andy Kern - Chris Bloomstran speaks at the University of Missouri
5 Podcasts We Are Listening to This Week
BG2 - Gurley and Gerstner on tariffs, trade, export controls, rare earths
Odd Lots - Blackstone’s Joe Dowling on alternative investing strategies
Business Brew - Rhizome’s Bill Chen on equity investing in real estate
Value Perspective - Harvey Sawikin on investing in emerging markets
Knowledge Project - Y Combinator’s Garry Tan on billion-dollar misfits
Member Updates & Events
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