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
Buffett - Ravi Nagarajan
Elightenment - Peter Leyden
Pareto frontier - Rohit Krishnan
Greed and fear - Aswath Damodaran
Inconvenient markets - Harvey Sawikin
Trade tension tightrope - Bogumil Baranowski
Armchair epistemologist - Scott Sumner
Thoughts on sinofuturism - Noah Smith
Intercorporate investments - Javier Perez
Platform power is underrated - Ben Thompson
Economic engines of a country - Joachim Klement
Letters, Presentations, Writeups…
Industry Insights: agriculture | artificial intelligence | banking | gaming | grocery | hyperscalers | medtech | oil and gas | real assets | software
Letters: Blue Tower | Brookfield | Diamond Hill | GDS Investments | Horizon Kinetics | Ithaka | J.P. Morgan | Merrill | Praesidium | Springview | Third Point
Company Insights: AMD | Amentum | Anexo | Chagee | CVS Group | CYND | Google | Intel | Nextracker | Valeura Energy
Company Slides: AMD | Brookfield | Chevron | Constellation | ExxonMobil | Ferrari | Icahn | KBR | Novo | OXY | Tidewater | TransDigm | Verisk | Wynn
“The essence of strategy is what you choose not to do.” —Michael Porter
5 Videos We Are Watching This Week
CNBC - Jeffrey Gundlach on Fed uncertainty and private credit
Milken - Investment companyand bank CEOs on global markets
Milken - Mike Milken in conversation with Citadel’s Ken Griffin
Gabelli - Panel discussion with Mario Gabelli and John Rogers
David Rubenstein - Steve Tananbaum on investing in credit
5 Podcasts We Are Listening to This Week
Insight - Howard Marks on Oaktree’s origins, three-decade journey
Founders - On Greg Zuckerman’s book about RenTech’s Jim Simons
Long View - Dan Rasmussen on asset allocation, factor investing
Value After Hours - Rich Pzena on his career, current opportunities
Conversations with Tyler - Anthropic’s Jack Clark on AI’s impact
Member Updates & Events
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