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
Neglected - Michael Mauboussin
March madness - Chris Satterthwaite
Serve somebody - Phil Bak
American peoples - Rudyard Lynch
Corporate dark arts - Andrew Walker
Surviving price wars - Tugce Erten
Navigating uncertainty - Annie Duke
Rewriting terminal value - Todd Wenning
Fanaticism and competence - Scott Sumner
Dinner that changed everything - Robert Dee
Combining value and momentum - Carlos Morales
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Letters, Presentations, Writeups…
Industry Insights: banking | fertility | helium | prediction | software | tech
Geographic Insights: Hong Kong | Iran | Japan | UK/Ireland
Letters: Black Bear | Distillate | GDS Investments | JEN Capital | LRZ Capital | Oakmark | Open Square | Pine (Korea) | Third Point | YorkTech
Company Insights: Anthropic | Freee | Grab | Intel | Meta | MTU | Puma
Company Slides: Alcoa | ASML | Bank of America | BlackRock | Carmax | Citigroup | Fastenal | Goldman | J.P. Morgan | Sika | TSMC | Wells Fargo
“The stock market is filled with individuals who know the price of everything, but the value of nothing.” —Philip Fisher
5 Videos We Are Watching This Week
Stripe - Mati Staniszewski of ElevenLabs on the new world of voice AI
Stanford - David Rubenstein of Carlyle on pursuing a life of meaning
Dwarkesh - Jensen Huang on Nvidia’s supply chain and why it endures
In Good Company - Hans Ulrich Obrist on what art teaches business
Knowledge Project - Mario Harik of XPO on growing a large business
5 Podcasts We Are Listening to This Week
TWIII - Shaun Heelan on market complacency and value case studies
Acquired - Ferrari: the pinnacle of luxury, scarcity, and brand strategy
Money Makers - Stuart Widdowson on Odyssean and UK small caps
Value After Hours - Chris Bloomstran on Buffett and Berkshire today
Behind the Balance Sheet - Michael Cembalest on markets, cycles, AI
Member Updates & Events
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