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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MOI Global members, scroll down for member news and updates.

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11 Articles We Are Readi0ng This Week

1. Ecosystem - Satya Nadella

2. Societal decay - Phil Bak

3. Tribute system - Ray Dalio

4. Griffin’s billions - Gary Sernovitz

5. A trillion dollars - Byrne Hobart

6. Volatility inversion - Chris Satterthwaite

7. Knowing when to sell - Todd Wenning

8. Terrified of small bets - Phil Le-Brun

9. LLM council groupthink - Rohit Krishnan

10. How to earn a billion dollars - Paul Graham

11. Index inclusion consequences - Aswath Damodaran

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Letters, Presentations, Writeups…

Industry Insights: ai | banks | biopharma | energy | semis | software

Geographic Insights: China | Egypt | Europe | Japan

Letters: Ballentine | 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

1. Barron’s - Howard Marks and Bruce Flatt on markets and cycles

2. Columbia - Henry Kravis on the growth of private markets today

3. DoubleLine - Jeffrey Gundlach on Kevin Warsh and the Fed reset

4. iConnections - Seth Klarman on stocks, value, and the AI bubble

5. Goldman Sachs - Maverick Capital’s co-CIOs on real AI winners

5 Podcasts We Are Listening to This Week

1. Odd Lots - Jeremy Grantham on spotting a bubble before it pops

2. Hargreaves - Bill Ackman on markets, AI, and concentrated bets

3. David Senra - Ed Catmull on building Pixar and creative cultures

4. Masters in Business - Seth Klarman in a frank talk with Ritholtz

5. Behind the Balance Sheet - James Aitken on AI, gold, and macro

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Member Updates & Events

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