Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
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
The following is a private section for MOI Global members. Membership is by invitation only. If you would like to become a member, be sure you are on the annual plan. It is the first step toward full membership.