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.
Meet like-minded investors at Latticework 2026.
11 Articles We Are Reading This Week
Value gap - Sam Ziff
Beyond scaling - Celia Ford
AI policy agenda - Dean Ball
Selective optimism - Richard Ngo
Decline of deviance - Adam Mastroianni
Invisible companies - Jay Barney
Family business myth - Patrick Rial
Death of dividend investing - Todd Wenning
American anniversary reflections - Ray Dalio
Red-teaming artificial intelligence - James Emanuel
Generalization as a leap in evolvability - Steven Frank
Letters, Presentations, Writeups…
Industry Insights: gaming | nicotine | robotics | semiconductors | software
Geographic Insights: Canada | China | Russia | Thailand
Letters: Absher | Black Bear | Elena | Kingdom Capital | Merrill | Middle Coast | Palm Valley | Southeastern | Stone Sentinel | SVN Capital | Trigram
Company Insights: Bloom | Henry Boot | InBody | LILAK | Nintendo | Röko
Company Slides: Aritzia | Elkem | Enerpac | Europris | Fast Retailing | Helen of Troy | Kinnevik | PriceSmart | Solaris Energy | Solstice | Stolt-Nielsen
“The longer you’re willing to hold, the less crowded the opportunities are.” —Richard Perry
5 Videos We Are Watching This Week
Legend - LVMH CEO Bernard Arnault on assembling a luxury empire
Wealthion - Marc Faber on a coming major market top and its ending
Excess Returns - Chris Mayer on SpaceX and a hard reckoning for AI
Goldman Sachs - Ken Griffin on AI, China tensions, and data centers
Knowledge Project - The psychology of sustaining peak performance
5 Podcasts We Are Listening to This Week
WealthTrack - Jason Zweig on taming self-defeating investor behavior
Capital Allocators - Pat Dorsey on the subtleties of investing in moats
In Good Company - John Graham inside the fund for 22M Canadians
Merryn Talks Money - Sarah Ketterer on costly AI investing mistakes
Conversations with Tyler - Joel Mokyr on the cultures behind growth
