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.
MOI Global members, scroll down for member news and updates.
11 Articles We Are Reading This Week
Cash - Michael Mauboussin
Russell 2000 - Harvey Sawikin
Imitation game - Aswath Damodaran
Audience of one - Kevin Kelly
Corporate efficiency - Mauricio Heck
Wisdom beyond words - John Candeto
Power of a trusted brand - Joachim Klement
Does moat investing work - Todd Wenning
Misconceptions about tariffs - Scott Sumner
Resurgent international value - Brian Chingono
Choose your reality governance - Derek Thompson
Letters, Presentations, Writeups…
Industry Insights: ai | banking | chemicals | data centers | gaming | housing | luxury | meat | obesity drugs | offshore | real assets | semis | software
Geographic Insights: Asia Pacific | Dallas | India | Latin America | US
Letters: Brookfield | Far View | GDS Investments | Greenhaven Road | LRT | Merrill | Moerus | Oaktree | Praesidium | Sea Meadow | Third Point | Unison
Company Insights: Airbnb | Crocs | LyondellBasell | MercadoLibre | Meta | Mitsubishi Electric | NCR Atleos | Purple Innovation | Ryanair | Uber
Company Slides: Bayer | Brookfield | ConocoPhillips | Howard Hughes | Louisiana-Pacific | Lyft | Novo Nordisk | Sony | Topgolf Callaway | Uber
“To invest successfully, you don't need to understand beta, efficient markets, modern portfolio theory, or emerging markets. You just need to understand two things: how to value a company and how to think about market prices.” —Joel Greenblatt
5 Videos We Are Watching This Week
CNBC - Jeffrey Gundlach on the Fed’s rate decision, his market outlook
Brandes Center - Dan Rupp on why passive investing has failed in Asia
Goldman Sachs - Sutter Hill’s Mike Speiser on building great companies
How Leaders Lead - Marvel ex-CEO Peter Cuneo on brand turnarounds
Knowledge Project - Flexport’s Ryan Petersen on supply chain logistics
5 Podcasts We Are Listening to This Week
Hidden Forces - Ed Chancellor on the last phase of the debt super-cycle
Business Brew - James Davolos on water management in oil and gas
VI with Legends - Seth Klarman on contrarian investing and discipline
Value Perspective - Trip.com’s Jane Jie Sun on AI and capital allocation
Masters in Business - Hamilton Lane’s Erik Hirsch on private credit
Member Updates & Events
The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.