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.
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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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