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
Value - Ryan O’Connor & Daniel Prather
Debt and deficits - Ray Dalio
Economic nihilism - Julia Steinberg
It’s all one big trade - Modern Investing
Mystery of intangibles - Phil Bak
Insider ownership signal - James Emanuel
To hedge or not to hedge - Joachim Klement
Mamdani and antisemitism - Harvey Sawikin
Cheap energy or culture wars - Noah Smith
McGaughy on frontier markets - Michael Fritzell
Snyder on programmatic acquirers - Ezra Crangle
Letters, Presentations, Writeups…
Industry Insights: advertising | consumer ai | credit cards | cruise ships | internet | private equity | quantum technology | real assets | transportation
Geographic Insights: Brazil | China | Iran | Japan | Russia | US
Letters: Franklin Templeton | J.P. Morgan | KNA | Merrill | Oaktree | Vltava
Company Insights: Anima Holding | DCC plc | Figma | GCI Liberty | Newell Brands | Oscar Health | OUG Holdings | Seaport Entertainment
Company Slides: Apogee | CIBC | Constellation Brands | Dalrymple Bay | Franklin Covey | MSC Industrial Supply | Murphy Oil | Vistra
“Patience in investing is like a seed in winter; it waits quietly to unveil its purpose at the arrival of spring.” —Anonymous
5 Videos We Are Watching This Week
Uncapped - Vinod Khosla on the future of AI, energy, medicine, etc.
Redefiners - Goldman Sachs CIO Marco Argenti on his AI playbook
Nudgestock - Ogilvy’s Rory Sutherland on soft power in a hard world
WealthTrack - Jim Grant on what gold is telling us about the dollar
Columbia B-School - A conversation with Blackstone COO Jon Gray
5 Podcasts We Are Listening to This Week
Acquired - On how Google, the best business in history, happened
Founders - Lessons from the Michelin brothers’ marketing genius
Business Brew - Wes Gray on diversifying while deferring taxes
Value Perspective - Andrew Brenton on a private equity mindset
Knowledge Project - Lessons from business builder Jimmy Pattison
Member Updates & Events
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