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. Fun criterion - Trung Phan

2. Gimme credit - Howard Marks

3. AI’s hidden cost - Eric Markowitz

4. Catching lightning - Frederik Gieschen

5. Bounded rationality - Polymath Investor

6. Commodity price risks - Steve Cooper

7. AI’s path to profitability - Eric Flaningam

8. Investing in a new world - Bob Prince

9. Dividends and buybacks - Aswath Damodaran

10. Manufacturing revolution - Nicholas Welch

11. Withdrawing tons of cash - Patrick McKenzie

Letters, Presentations, Writeups…

Industry Insights: aerospace | artificial intelligence | banking | bitcoin | gold | ocean freight | oil services | renewable energy | software

Geographic Insights: China | Germany | Japan | Pakistan | Russia | Taiwan

Letters: Desert Lion | Goldman Sachs | Greenhaven | J.P. Morgan | Marlton | Merrill | Palm Valley | Saltlight | Sandbrook

Company Insights: Airbnb | Berkshire | Bombardier | Darling Ingredients | Fiverr | Infosys | LandBridge | Sea Limited | Shift4 Payments | Tencent

Company Slides: Abercrombie & Fitch | Adidas | AutoZone | Brown-Forman | Continental | DHL | Foot Locker | Kroger | Macy’s | Miller | Nomad Foods

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“It has been my observation that most people get ahead during the time that others waste.” —Henry Ford

5 Videos We Are Watching This Week

1. Norges - Lars Strannegard on leadership, skills AI can’t replace

2. Barron’s - Cliff Asness on “volatility laundering” in private equity

3. Bloomberg - Bruce Flatt on deal making, the impact of tariffs

4. Bloomberg - Bridgewater’s Nir Bar Dea on AI and hedge funds

5. Goldman Sachs - Capstone’s Paul Britton on success in derivatives

5 Podcasts We Are Listening to This Week

1. BG2 - Gerstner and Gurley on Grok, AI memory, China, DOGE

2. Odd Lots - Ray Dalio on gold, bitcoin, the coming US debt crisis

3. Latticework - Daniel Vasquez on allocating institutional capital

4. Latticework - Dan Rasmussen on his book, The Humble Investor

5. Value Perspective - David Marcus on lessons from Michael Price

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