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.
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11 Articles We Are Reading This Week
IPOs - Aurelion Research
SpaceX - Ben Thompson
Bottlenecks - Anh Hoang
AI disruptees - Charles Carter
Electricity bills - Nic Carter
Dumbo could fly - Erik Hoel
After automation - Dan Shipper
Open source future - Bill Gurley
Geology to geography - Will Thomson
250-year-old company - Eric Markowitz
AI and the material world - Alex Duffy
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | banking | data centers in space | energy | oil and gas | semis | software | transport infrastructure
Geographic Insights: Australia | Europe | Germany | Japan | UK | Ukraine
Letters: 1949 Value Advisors | Crossroads Capital | Graham & Doddsville | Hayden Capital | J.P. Morgan | LVS Advisory | Merrill | SaltLight
Company Insights: Alico | Baker Hughes | Barratt Redrow | Bristol Myers | dLocal | DoorDash | Gibraltar Industries | Pure Cycle | Take-Two | Zoetis
Company Slides: Abercrombie | Agilent | CIBC | Costco | CSW Industrials | Dick’s | Dollar Tree | EasyJet | HP | Kohl’s | NetApp | Salesforce | Snowflake
“The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.” —John Templeton
5 Videos We Are Watching This Week
a16z - Apollo’s Marc Rowan on private markets and software repricing
Sohn - Bellas, Marques and Rosen on long-term fundamental investing
CNN - Rivian’s RJ Scaringe and OpenAI’s Bret Taylor on AI and jobs
Bill Gurley - McConaughey on careers, passion and long-term success
My First Million - Mohnish Pabrai on lessons that save investors time
5 Podcasts We Are Listening to This Week
How I AI - Felix Rieseberg of Anthropic on how he uses Cowork mode
David Senra - Rick Rubin on finding your life's work and creative path
In Good Company - Prosus CEO Bloisi on why AI is still under-hyped
Knowledge Project - Lessons from Hyundai’s founder Chung Ju-yung
Invest Like the Best - Dan Loeb on his 30-year evolution in investing
Member Updates & Events
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