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.
11 Articles We Are Reading This Week
AI bubble - Sanjiv Shah
AI linchpin - Ben Thompson
Rare earths - Jordan Schneider
Market timing - Aswath Damodaran
State of market - Rihard Jarc
Beating the index - James Emanuel
Staying in the game - Harvey Sawikin
Sora’s legal liabilities - Andrew Walker
Berkshire axis of genius - Eric Markowitz
Acceleration vs precaution - Nathan Gardels
Integrity as an investment filter - Todd Wenning
Letters, Presentations, Writeups…
Industry Insights: ai | banking | beverages | electric vehicle charging | healthcare | loan origination | self-driving cars | silver | software | venture
Letters: Black Bear Value | BlackRock | Chess Capital | East 72 | GDS | Iolite Capital | J.P. Morgan | Merrill | Nuveen | Parkway | Quipus | Right Tail
Company Insights: Berkshire | Globex Mining | Great Elm | HeartCore | Heartland Express | LuxExperience | Nubank | Personalis | WaterBridge
Company Slides: Constellation Brands | Flugger | Fortuna Mining | Helen of Troy | McCormick | Penguin Solutions | Predictive Discovery | Saratoga
“True investing is about understanding the underlying economics of the businesses you own, not about reacting to news or headlines.” —Nick Sleep
5 Videos We Are Watching This Week
Stripe - Tobi Lütke on his business and innovation philosophy
Forbes - Ray Dalio on the secrets to his investment success
Bloomberg - Ken Griffin on the rush to gold as a safer asset
Compound - Peter Lynch on his career path, biggest mistakes
DRM News - Jeff Bezos and John Elkann on tech, AI, space
5 Podcasts We Are Listening to This Week
Acquired - On the history and business strategy of Google
Founders - On Thomas Peterffy, founder of Interactive Brokers
Latticework - Daniel Gladiš on “Hidden Investment Treasures”
Decision Education - Josh Wolfe on decisions and uncertainty
Richer Wiser Happier - Arnold Van Den Berg on markets, life
Member Updates & Events
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