Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

Feb 08, 2025

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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.

11 Articles We Are Reading This Week

Tariffs - Noah Smith
Short selling - William Martin
Macro myths - Scott Sumner
Timing matters - Conor Mac
Flame of genius - Henry Oliver
Buffett and beyond - Tom Morgan
Stealth monopolies - Polymath Investor
Swedish pragmatics - Eric Markowitz
Fully automated firms - Dwarkesh Patel
Slowly melting ice cubes - Phil Bak
AI and customer acquisition - Rex Woodbury

Letters, Presentations, Writeups…

“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

Norges - ASML’s Fouquet on microchips, long-term mindset
iConnections - Eldridge’s Boehly on his investment approach
Goldman Sachs - Panthers’ Caldwell on winning Stanley Cup
How Leaders Lead - Jamie Dimon on leadership and success
The Knowledge Project - Gap’s ex-CEO on the art of selling

5 Podcasts We Are Listening to This Week

BG2 - Gurley & Gerstner on DeepSeek, open source, tariffs
Prof G - Aswath Damodaran on the risk of tariffs, Palantir
Odd Lots - Matt Levine on MicroStrategy’s money machine
Tim Ferriss - Seth Godin on strategy, playing the right game
Masters of Scale - Starbucks’ Brian Niccol on brand revival

Member Updates & Events

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