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.
11 Articles We Are Reading This Week
Bubbleitis - Eric Cinnamond
AI spending - Owen Lamont
AI interview - Rohit Krishnan
Boom to bust - Stephen Clapham
Chip precariousness - Ben Thompson
Skewness and kurtosis - Yukoh Shimizu
Debt, taxes, and default - Aswath Damodaran
Inner dialogue journaling - Frederik Gieschen
Productization of prompts - Rex Woodbury
Troubled energy transition - Daniel Yergin
America’s industrial reboot - Armin Kohan
Letters, Presentations, Writeups…
Industry Insights: agriculture | banking | batteries | biopharma | coal | gaming | gold | lithium | natural gas | real estate | software | telecom
Geographic Insights: Canada | Poland | Saudi Arabia | US
Letters: Arnott | Blue Tower | Cedar Creek | Crossroads | Horos | J.P. Morgan | KMF | Merion Road | Merrill | NZS Capital | Raymond James | Sorfis | Voss
Company Insights: American Coastal | Berkshire | Ecora Resources | Kaspi | Meta | Nu Holdings | RH | Sky Harbour | Stille | Thryv | Trip.com
Company Slides: ABInBev | CF | Ebay | Dole | First Solar | Golar LNG | Howard Hughes | Masimo | Pan American Silver | RBC | Subsea 7 | Topgolf
“Buy when there is blood in the streets, even if the blood is your own.” —Baron Nathan Mayer Rothschild
5 Videos We Are Watching This Week
Norges - Paul Singer on activist investing and avoiding losses
Stanford - AMD’s Lisa Su on her path and leadership principles
Investing News - Adam Rozencwajg on gold , silver, uranium
Oxbow Advisors - Arjun Murti on oil, natural gas, solar industry
Economic Club of D.C. - A conversation with Brian Moynihan
5 Podcasts We Are Listening to This Week
TWIII - Alex Morris on "Buffett and Munger Unscripted", Disney
Acquired - Ben Gilbert and David Rosenthal’s deep dive on Rolex
Bridgewater - Daniel Yergin on the changing energy landscape
Hidden Forces - Mark Holowesko on value investing turning point
Behind the Memo - Howard Marks discusses his recent memo
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