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
Ecosystem - Satya Nadella
Societal decay - Phil Bak
Tribute system - Ray Dalio
Griffin’s billions - Gary Sernovitz
A trillion dollars - Byrne Hobart
Volatility inversion - Chris Satterthwaite
Knowing when to sell - Todd Wenning
Terrified of small bets - Phil Le-Brun
LLM council groupthink - Rohit Krishnan
How to earn a billion dollars - Paul Graham
Index inclusion consequences - Aswath Damodaran
Letters, Presentations, Writeups…
Industry Insights: ai | banks | biopharma | energy | semis | software
Geographic Insights: China | Egypt | Europe | Japan
Letters: Bireme | Maestria | Merrill | Turtle Creek
Company Insights: Adyen | Campbell’s | Constellation Software | Dauch + Nomad Foods | Fiserv | Intel | Shopify | Snowflake | SThree
Company Slides: Accenture | Carmax | FirstGroup | Ivanhoe Mines | Jabil | Kroger | Lennar | MSCI | Roku | Safe Bulkers | Vallourec | Wiley
“Knowing what you don’t know is more useful than being brilliant.” —Charlie Munger
5 Videos We Are Watching This Week
Barron’s - Howard Marks and Bruce Flatt on markets and cycles
Columbia - Henry Kravis on the growth of private markets today
DoubleLine - Jeffrey Gundlach on Kevin Warsh and the Fed reset
iConnections - Seth Klarman on stocks, value, and the AI bubble
Goldman Sachs - Maverick Capital’s co-CIOs on real AI winners
5 Podcasts We Are Listening to This Week
Odd Lots - Jeremy Grantham on spotting a bubble before it pops
Hargreaves - Bill Ackman on markets, AI, and concentrated bets
David Senra - Ed Catmull on building Pixar and creative cultures
Masters in Business - Seth Klarman in a frank talk with Ritholtz
Behind the Balance Sheet - James Aitken on AI, gold, and macro
Member Updates & Events
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