Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

In this weekly 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, desire to learn from great investors, or are in the process of building a great investment firm.

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11 Articles We Are Reading This Week

1. Tariffs - Noah Smith

2. Short selling - William Martin

3. Macro myths - Scott Sumner

4. Timing matters - Conor Mac

5. Flame of genius - Henry Oliver

6. Buffett and beyond - Tom Morgan

7. Stealth monopolies - Polymath Investor

8. Swedish pragmatics - Eric Markowitz

9. Fully automated firms - Dwarkesh Patel

10. Slowly melting ice cubes - Phil Bak

11. AI and customer acquisition - Rex Woodbury

Letters, Presentations, Writeups…

Industry Insights: artificial intelligence | banking | data center infrastructure | electricity | fracking services | gaming | ocean freight | software

Letters: Aoris | Crossing Bridge | East72 | Emeth | Giverny | Greystone | Horizon Kinetics | Legacy Ridge | O’Keefe | Pzena | Third Avenue | Warden

Company Insights: ACM Research | Alphabet | Amazon | FTAI Aviation | Lucky Strike | Microsoft | Reliance Industries | Thryv Holdings | Uber | XP

Company Slides: Arm | Baker Hughes | Bristol Myers | DHT | Diageo | Exxon | Intel | Maersk | Novartis | Pfizer | Samsung | TransDigm | Visa

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“Progress is impossible without change, and those who cannot change their minds cannot change anything.” —George Bernard Shaw

5 Videos We Are Watching This Week

1. Norges - ASML’s Fouquet on microchips, long-term mindset

2. iConnections - Eldridge’s Boehly on his investment approach

3. Goldman Sachs - Panthers’ Caldwell on winning Stanley Cup

4. How Leaders Lead - Jamie Dimon on leadership and success

5. The Knowledge Project - Gap’s ex-CEO on the art of selling

5 Podcasts We Are Listening to This Week

1. BG2 - Gurley & Gerstner on DeepSeek, open source, tariffs

2. Prof G - Aswath Damodaran on the risk of tariffs, Palantir

3. Odd Lots - Matt Levine on MicroStrategy’s money machine

4. Tim Ferriss - Seth Godin on strategy, playing the right game

5. Masters of Scale - Starbucks’ Brian Niccol on brand revival

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