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
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
