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
AI risk - Rohit Krishnan
Note-taking - Polymath Investor
Safe assets - Joachim Klement
Mercantilists - Dani Rodrik
AI college paper - Trung Phan
Stock-based comp - Steve Cooper
Trust busting update - Ryan O’Connor & Daniel Prather
Agentic web and original sin - Ben Thompson
AI reinventing wealth advisory - Rex Woodbury
Innovation and market bubbles - Brian Chingono
Limitations of market efficiency - Andreas Dymasius
Letters, Presentations, Writeups…
Industry Insights: banking | experience and mobility platforms | gaming | life insurance | luxury | oil and gas | real assets | residential real estate | software
Geographic Insights: Brazil | China | Ireland | US | world
Letters: Gardner Russo | Greenhaven Road | JPM | Merrill | Southeastern
Company Insights: Airbnb | Arista Networks | Blue Owl | Celanese | GE Aerospace | Google | Lanxess | Main Street Capital | Sea Ltd | TSMC
Company Slides: Canada Goose | Elbit | Keysight | Medtronic | Ryanair | Safe Bulkers | Swiss Re | Take-Two Interactive | Viasat | Vodafone | ZIM
“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” —Paul Samuelson
5 Videos We Are Watching This Week
All-In - Alphabet’s Sundar Pichai on AI, quantum computing, robotics
All-In - Google’s Sergey Brin on his return, AI, foundational models
Norges - Formula 1 CEO Stefano Domenicali on attracting younger fans
Bloomberg - IAC's Barry Diller on his career, life, and business outlook
Wealthtrack - Jeremy Grantham on his cautionary outlook for stocks
5 Podcasts We Are Listening to This Week
BG2 - Bill Gurley & Brad Gerstner on AI, Middle East, China, etc.
Founders - Lessons from reading Jeff Bezos’ shareholder letters
Latticework - WCM PM on composite decking, analog semi ideas
Talking Billions - Ardal Loh-Gronager on seeing what others miss
Knowledge Project - Lessons from long-time Intel CEO Andy Grove
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.