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.
11 Articles We Are Reading This Week
Water - Will Thomson
Tariffs - John Mihaljevic
Precedents - Callie Cox
Bitcoin yield - James Emanuel
Panicky market - Modern Investing
Gurley’s wisdom - Kevin Zhang
Mindbody writing - Frederik Gieschen
Investment theses - Polymath Investor
High-yield spreads - Greg Obenshain
Squid game market - Owen Lamont
Solutions and progress - Jason Crawford
Letters, Presentations, Writeups…
Industry Insights: AI agents | AI banking | automotive | banks | gaming | humanoid robots | logistics software | milk | robotaxis | software | streaming
Geographic Insights: India | Japan | Switzerland | US
Letters: J.P. Morgan | KMF Investments | Merrill | Pershing Square | Unison
Company Insights: Abercrombie | Amentum | Brookfield | Driven Brands | Evolution | Forestar | LandBridge | New Fortress Energy | Northeast Bank
Company Slides: American Eagle | BMW | Costco | Ferguson | Franco Nevada | Gap | HelloFresh | Henkel | Samsonite | Vallourec | Volkswagen
“If a man will begin with certainties, he shall end in doubts, but if he will be content to begin with doubts, he shall end in certainties.” —Francis Bacon
5 Videos We Are Watching This Week
92NY - Alex Karp on his book, “The Technological Republic”
Norges - Ruth Porat on Alphabet, AI, quantum, self driving
Stanford - Jamie Dimon on banking, regulations, geopolitics
Bloomberg - Dawn Fitzpatrick on investing in volatile times
Bloomberg - Joe Bae on the drivers of private equity success
5 Podcasts We Are Listening to This Week
TWIII - Eric Markowitz on how the oldest businesses stay resilient
Acquired - Bill McDermott on the art of selling enterprise software
Money Maze - Howard Marks shares his favorite investing lessons
Talking Billions - Vitaliy Katsenelson on time, money, and purpose
Wisdom in Books - John Mihaljevic on Marathon’s “Capital Returns”
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