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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