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
Fun criterion - Trung Phan
Gimme credit - Howard Marks
AI’s hidden cost - Eric Markowitz
Catching lightning - Frederik Gieschen
Bounded rationality - Polymath Investor
Commodity price risks - Steve Cooper
AI’s path to profitability - Eric Flaningam
Investing in a new world - Bob Prince
Dividends and buybacks - Aswath Damodaran
Manufacturing revolution - Nicholas Welch
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
“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
Norges - Lars Strannegard on leadership, skills AI can’t replace
Barron’s - Cliff Asness on “volatility laundering” in private equity
Bloomberg - Bruce Flatt on deal making, the impact of tariffs
Bloomberg - Bridgewater’s Nir Bar Dea on AI and hedge funds
Goldman Sachs - Capstone’s Paul Britton on success in derivatives
5 Podcasts We Are Listening to This Week
BG2 - Gerstner and Gurley on Grok, AI memory, China, DOGE
Odd Lots - Ray Dalio on gold, bitcoin, the coming US debt crisis
Latticework - Daniel Vasquez on allocating institutional capital
Latticework - Dan Rasmussen on his book, The Humble Investor
Value Perspective - David Marcus on lessons from Michael Price
Member Updates & Events
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