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
Factors - Chris Satterthwaite
AI clarity - Eyad Gil
Country risk - Aswath Damodaran
Art collectors - Harvey Sawikin
Arrival fallacy - David Epstein
Panic season - Owen Lamont
Bread versus rice - Tomas Pueyo
Ten-bagger recipes - Simon Handrahan
Fund math for dummies - Rex Woodbury
No country for short sellers - Phil Bak
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
“Great investment ideas are often hidden in plain sight.” —John Neff
5 Videos We Are Watching This Week
Uncapped - Dwarkesh Patel on AI, learning, the business of podcasting
Excess Returns - Dan Rasmussen on the illiquidity trap of private equity
Alex Kantrowitz - Dario Amodei on Anthropic, AI’s potential and risks
Walker & Dunlop - Michael Levy on the commercial real estate market
Acquirers Podcast - Jim and Abigail Zimmerman on small-cap value
5 Podcasts We Are Listening to This Week
BG2 - On China open-source, the compute arms race, and global trade
Tech Strategy - Jeff Towson on Pinduoduo and search vs. engagement
Excess Returns - Mike Green on passive investing's fatal design flaw
Master Investor - Ray Dalio on the growing risks in global debt markets
VI with Legends - Kent Daniel on going from physics to quant investing
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.