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
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.