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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