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
Resilience - Matt Franz
Free trade - Duncan Weldon
Deplatforming - Rohit Krishnan
Aging racehorses - Kevin Carpenter
Embracing illusions - Harvey Sawikin
Contrarian investing - Aswath Damodaran
Decline of deep reading - Carl Hendrick
Debt, assets, opportunity - Polymath Investor
Ghosts of companies past - Ben Thompson
Improving a popular formula - Valuelytica
How we prepare for anything - Dan Shuart
Letters, Presentations, Writeups…
Industry Insights: AI | data centres | fashion | gaming | hedge funds | open source | real assets | robots | semiconductors | silver | software
Letters: Akre | Cedar Creek | Crossroads | East 72 | Gate City | Laughing Water | Merion Road | Nightview | Patient | Pender | Plural | Upslope
Company Insights: Alphabet | Antin | BYD | ContextLogic | Eckert Ziegler | Ecolab | Hermes | Kitwave | Medifast | Nelnet | Oil States | Paypal | Rumo
Company Slides: 3M | Baker Hughes | Boeing | Danaher | Las Vegas Sands | Lockheed Martin | Moody’s | Otis | Pulte | United Rentals | Wyndham
“You always own the option of having no opinion. There is never any need to get worked up or to trouble your soul about things you can’t control. These things are not asking to be judged by you. Leave them alone.” —Marcus Aurelius
5 Videos We Are Watching This Week
Norges - Ken Rogoff on tariffs and the future of the US dollar
Stanford - Walmart CEO McMillon shares leadership lessons
Goldman Sachs - Warburg CEO on the private equity outlook
How Leaders Lead - TKO COO on high-performing teams
Global Energy Policy - Fireside chat with Yergin and Orszag
5 Podcasts We Are Listening to This Week
Acquired - Discussion of the history and strategy of Epic Systems
Founders - Lessons from Sony founder Akio Morita’s biography
Latticework - Cristiano Souza on investing in great businesses
Money Maze - Carson Block on the shrinking world of shorting
Knowledge Project - Lessons from Teledyne’s Henry Singleton
Member Updates & Events
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