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
IPO wave - Mauricio Heck, James Emanuel, et al.
IPO info leakage - Francine McKenna
SpaceX valuation - Aswath Damodaran
S&P holds the line - Phil Bak
AI consumer surplus - Dan Rasmussen
Alphabet’s capital pivot - Ben Thompson
Evaluating an economy - Scott Sumner
World models taxonomy - Fei-Fei Li
Global macro long-short - Ray Dalio
LLMs and consciousness - Erik Hoel
Hedging the AI-pocalypse - Andrew Walker
Letters, Presentations, Writeups…
Industry Insights: ai | art | banking | commercial real estate | defense | gaming | insurance | insurance brokers | crude oil | semiconductors | software
Geographic Insights: Europe | Japan | Taiwan | UK & Ireland
Letters: Aikya | Durkin | Long Cast | Merrill | Tweedy | Voss | Vanguard
Company Insights: Amadeus | Bristol Myers Squibb | EchoStar | Ferrari | Lennar | Limoneira | MasterBrand | Paragon Banking | Rollins
Company Slides: AEO | Apollo | Donaldson | Gap | GitLab | HPE | Lufthansa | Macy’s | Medtronic | SAIC | Samsara | Solaris | Ulta Beauty | VersaBank
“Being too far ahead of your time is indistinguishable from being wrong.” —Howard Marks
5 Videos We Are Watching This Week
LSE - Ray Dalio on his investment principles, debt cycles, geopolitics
Re:signal - Rory Sutherland on AI, trust collapse and corporate growth
Ed Yardeni - Fear of missing out versus fabulous earnings momentum
Ronald Reagan - Jamie Dimon on the road ahead for the US economy
David Rubenstein - Jeff Aronson on private credit and macro outlook
5 Podcasts We Are Listening to This Week
All-In - Bill Ackman on his evolved investing philosophy and approach
Odd Lots - Lewis Hart on the hidden plumbing of commodity finance
Dwarkesh - Alex Imas and Phil Trammell on what is scarce after AGI
Knowledge Project - Mark Pincus on patterns from winning products
Invest Like the Best - Uber CEO Dara Khosrowshahi on AI and rides
Member Updates & Events
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