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
AGI world - Rohit Krishnan
AI and trust - Seth Godin
SEC’s busy week - Matt Levine
Buffett’s successor - Shawn Tully
Memecoin slush fund - Noah Smith
Homeowners insurance - Brian Potter
Geopolitical regime shift - Bob Prince
Patents and national power - Jordan Schneider
Power, speed, centralization - Thomas Bevan
Technologies revalue resources - Byrne Hobart
What you don’t know could sting you - Jason Zweig
Letters, Presentations, Writeups…
Industry Insights: banks | consumer | litigation | semis | video games
Geographic Insights: Chile | China and beyond | Japan
Letters: Akre | Bronte | Claret | Curreen | Distillate | Greenlight | J.P. Morgan | Massif Capital | Plural Investing | Upslope | Vulcan Value | White Falcon
Company Insights: Amazon | AppLovin (short) | Ferrari | Forum Energy | Google | Hermes | Infosys | JP Morgan | Monolithic Power | Watches of Switzerland
Company Slides: 3M | Alcoa | Bank of America | D.R. Horton | Fastenal | H.B. Fuller | HDFC Bank | J&J | Procter & Gamble | Seagate | TSMC | U.S. Bancorp
“A good plan violently executed now is better than a perfect plan executed at some indefinite time in the future.” —George S. Patton Jr.
5 Videos We Are Watching This Week
BG2 - Brad Gerstner and Bill Gurley on Stargate, TikTok, etc.
WEF - Panel on the US economy, feat. Brian Moynihan, et al.
Norges - Malcolm Gladwell on contrarian thinking, CEO traits
Bloomberg - Javier Milei on Argentina, Mercosur, US trade deal
David Rubenstein - Roger Goodell on the NFL going global
5 Podcasts We Are Listening to This Week
TWIII - Doug O'Laughlin on semiconductor industry dynamics
Latticework - Sandra Powers Murphy on “The Road to AUM”
Business Brew - Alex Morris on "Buffett and Munger Unscripted"
Knowledge Project - Alfred Lin on world-class venture investing
Decision Education - Seth Godin on the systems that shape us
Member Updates & Events
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