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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11 Articles We Are Reading This Week

1. Value - Ryan O’Connor & Daniel Prather

2. Debt and deficits - Ray Dalio

3. Economic nihilism - Julia Steinberg

4. It’s all one big trade - Modern Investing

5. Mystery of intangibles - Phil Bak

6. Insider ownership signal - James Emanuel

7. To hedge or not to hedge - Joachim Klement

8. Mamdani and antisemitism - Harvey Sawikin

9. Cheap energy or culture wars - Noah Smith

10. McGaughy on frontier markets - Michael Fritzell

11. 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

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“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

1. Uncapped - Vinod Khosla on the future of AI, energy, medicine, etc.

2. Redefiners - Goldman Sachs CIO Marco Argenti on his AI playbook

3. Nudgestock - Ogilvy’s Rory Sutherland on soft power in a hard world

4. WealthTrack - Jim Grant on what gold is telling us about the dollar

5. Columbia B-School - A conversation with Blackstone COO Jon Gray

5 Podcasts We Are Listening to This Week

1. Acquired - On how Google, the best business in history, happened

2. Founders - Lessons from the Michelin brothers’ marketing genius

3. Business Brew - Wes Gray on diversifying while deferring taxes

4. Value Perspective - Andrew Brenton on a private equity mindset

5. Knowledge Project - Lessons from business builder Jimmy Pattison

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