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.

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11 Articles We Are Reading This Week

1. Cash - Michael Mauboussin

2. Russell 2000 - Harvey Sawikin

3. Imitation game - Aswath Damodaran

4. Audience of one - Kevin Kelly

5. Corporate efficiency - Mauricio Heck

6. Wisdom beyond words - John Candeto

7. Power of a trusted brand - Joachim Klement

8. Does moat investing work - Todd Wenning

9. Misconceptions about tariffs - Scott Sumner

10. Resurgent international value - Brian Chingono

11. 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

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“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

1. CNBC - Jeffrey Gundlach on the Fed’s rate decision, his market outlook

2. Brandes Center - Dan Rupp on why passive investing has failed in Asia

3. Goldman Sachs - Sutter Hill’s Mike Speiser on building great companies

4. How Leaders Lead - Marvel ex-CEO Peter Cuneo on brand turnarounds

5. Knowledge Project - Flexport’s Ryan Petersen on supply chain logistics

5 Podcasts We Are Listening to This Week

1. Hidden Forces - Ed Chancellor on the last phase of the debt super-cycle

2. Business Brew - James Davolos on water management in oil and gas

3. VI with Legends - Seth Klarman on contrarian investing and discipline

4. Value Perspective - Trip.com’s Jane Jie Sun on AI and capital allocation

5. Masters in Business - Hamilton Lane’s Erik Hirsch on private credit

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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.