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
SpaceX - Aswath Damodaran
Better investor - Bogumil Baranowski
Hacker mindset - Henrik Karlsson
Painter’s painter - Scott Sumner
Credit reflexivity - Sam Hanson
Internet is real life - Erik Torenberg
Corporate dark arts - Andrew Walker
Transformer shortage - Rob L’Heureux
Management simulator - Rohit Krishnan
Interior design of software - Rex Woodbury
Hidden trap of compounding - James Emanuel
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Letters, Presentations, Writeups…
Industry Insights: aerospace | artificial intelligence | banking | commodities | data centers | forest products | mining | quantum | semiconductors
Geographic Insights: China | Latin America | South Korea
Letters: Bretton | Bronte | Clayton | Hosking | Laughing Water | Maran | Nightview | Rowan Street | Upslope | White Brook | White Falcon
Company Insights: Amazon | Art Vivant | Copart | Danaher | Live Nation | Millrose Properties | Nintendo | Passat | VersaBank | Victory Giant | XPEL
Company Slides: Boeing | Boston Scientific | Capital One | CBRE | Danaher | D.R. Horton | Freeport | Honeywell | Lockheed | LSEG | NextEra | PG&E
“The riskiest thing in the world is the widespread belief that there’s no risk.” —Howard Marks
5 Videos We Are Watching This Week
Stripe - Tony Xu on DoorDash and what drives the restaurant industry
Milken - Kravis and Roberts on KKR strategy and the global economy
Wharton - Howard Marks on value investing and AI’s grip on finance
Goldman Sachs - Farallon Capital’s Nicolas Giauque on the long term
Knowledge Project - OpenAI’s Greg Brockman on AI going parabolic
5 Podcasts We Are Listening to This Week
Norges - Alain Lam on Xiaomi’s evolution from startup to a tech giant
Odd Lots - Daniel Yergin on the global energy landscape post-Hormuz
Flyover Stocks - Morgan Housel on money in your 40s and far beyond
Excess Returns - Bloomstran on AI capex and the concentration story
Invest Like the Best - Dylan Patel on AI’s supply and demand puzzle
Member Updates & Events
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