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. Factors - Chris Satterthwaite

2. AI clarity - Eyad Gil

3. Country risk - Aswath Damodaran

4. Art collectors - Harvey Sawikin

5. Arrival fallacy - David Epstein

6. Panic season - Owen Lamont

7. Bread versus rice - Tomas Pueyo

8. Ten-bagger recipes - Simon Handrahan

9. Fund math for dummies - Rex Woodbury

10. No country for short sellers - Phil Bak

11. Fund manager performance - Joachim Klement

Letters, Presentations, Writeups…

Industry Insights: ai | biopharma | bitcoin | housing | real estate | software

Letters: Alluvial | Emeth | GoodHaven | Greystone | JPM | KKR | Pender

Company Insights: Aebi Schmidt | Alphabet | Cairo Mezz | Daily Journal | Gestamp | Iridex | Microsoft | Moerus | Paychex | Precipio | UNFI

Company Slides: AerCap | Aon | Barclays | Boeing | Booking | Heineken | Intel | Kraft | Meta | P&G | Phillips 66 | Spotify | Stellantis | VW | Whirlpool

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“Great investment ideas are often hidden in plain sight.” —John Neff

5 Videos We Are Watching This Week

1. Uncapped - Dwarkesh Patel on AI, learning, the business of podcasting

2. Excess Returns - Dan Rasmussen on the illiquidity trap of private equity

3. Alex Kantrowitz - Dario Amodei on Anthropic, AI’s potential and risks

4. Walker & Dunlop - Michael Levy on the commercial real estate market

5. Acquirers Podcast - Jim and Abigail Zimmerman on small-cap value

5 Podcasts We Are Listening to This Week

1. BG2 - On China open-source, the compute arms race, and global trade

2. Tech Strategy - Jeff Towson on Pinduoduo and search vs. engagement

3. Excess Returns - Mike Green on passive investing's fatal design flaw

4. Master Investor - Ray Dalio on the growing risks in global debt markets

5. VI with Legends - Kent Daniel on going from physics to quant investing

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