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.
MOI Global members, scroll down for member news and updates.
11 Articles We Are Reading This Week
Intel - Ben Thompson
Civility - Ray Dalio
Trade policy - Will Thomson
Future of work - Rohit Krishnan
Emotional agents - Kevin Kelly
Candeto interview - Eric Markowitz
Paradox of memory - Carl Hendrick
Chinese exceptionalism - Scott Sumner
Japanese owner activism - Shinya Deguchi
Building resilience to inflation - Matt Franz
Ford’s story of mass production - Brian Potter
Letters, Presentations, Writeups…
Industry Insights: automotive | hotels | litigation finance | open source | prediction markets | real assets | real estate | software | travel software
Letters: Hurdle Rate | J.P. Morgan | Merrill | Rhizome | Saltlight | Voss
Company Insights: Airbnb | Arvinas | Boston Omaha | Costco | Ramsdens | SharkNinja | Shutterstock | Sky Harbour | Tractor Supply
Company Slides: A&F | Agilent | Brown-Forman | Dick’s | Hormel | HP | J.M. Smucker | Kohl’s | RBC | Urban Outfitters | Victoria’s Secret
“Wealth isn’t made by predicting markets, but by patiently holding a diversified group of strong businesses.” —Chris Davis
5 Videos We Are Watching This Week
Norges - Stanford’s Robert Wallace on endowment investing
Barron’s - Tom Gayner on the Markel Group investing playbook
Walker & Dunlop - Marc Porat on the upside and risks of AI
David Rubenstein - T. Rowe’s Robert Sharps on active investing
How Leaders Lead - Tom Hale on building the Oura Ring brand
5 Podcasts We Are Listening to This Week
Acquired - On the history and business strategy of Alphabet
Founders - Lessons from Walter Isaacson’s book on Elon Musk
Talking Billions - Whit Huguley on overlooked small/micro-caps
Knowledge Project - Lessons from rural billionaire John Bragg
Behind the Balance Sheet - Christopher Tsai on growth investing
Member Updates & Events
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