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
Agency - José Luis Ricón
Federal land - Brian Potter
China’s gambit - Jordan Schneider
Tech philosophy - Ben Thompson
Model perspective - Rohit Krishnan
Worst investments - Rei Saito
Thoughts on reading - Kevin Carpenter
Free-market economics - Noah Smith
Asian corporate governance - Michael Fritzell
Note on the production of facts - Adam Strandberg
Private equity / insurance nexus - Toby Nangle
Letters, Presentations, Writeups…
Industry Insights: AI | alternatives | banking | coal | real assets | software
Geographic Insights: Canada | China | Eastern Europe | Taiwan
Letters: Alphyn | Bank of China | Black Bear | East 72 | J.P. Morgan | Longriver | LRT | MAAT | Merrill | Nordic | Pine | Right Tail | SVN | Warden
Company Insights: AEP | Axon Enterprise | B Riley | Collectors Universe | Coupang | ICG | LVMH | Mercado Libre | Novo | Talos Energy | TransAct
Company Slides: Air France KLM | Conagra Brands | Helen of Troy | Omega Healthcare | Pure Cycle | Saratoga | Simply Good Foods | Tata Consultancy
“The intelligent investor is a realist who sells to optimists and buys from pessimists.” —Benjamin Graham
5 Videos We Are Watching This Week
Wharton - Adam Grant and Rutger Bregman discuss “moral ambition”
Satovsky - Joel Greenblatt on the evolution of his investment approach
Latticework - Dave Sather on building a great financial advisory firm
Knowledge Project - Shopify President Harley Finkelstein on ambition
How Leaders Lead - Build‑A‑Bear CEO Sharon Price on the turnaround
5 Podcasts We Are Listening to This Week
Long View - Vanguard CEO Salim Ramji on investment management
Talking Billions - Lawrence Yeo on mastery and the inner compass
Capital Allocators - Michael Ovitz on talent, relationships, culture
Masters in Business - Citi Wealth CIO Kate Moore on macro investing
We Study Billionaires - Guy Spier on integrity, wisdom, friendship
Member Updates & Events
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