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.
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
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