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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