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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