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
Flattery - Michael Cembalest
AGI world - Rohit Krishnan
Chicago gamble - Patrick McKenzie
Fund intelligence - Matt Levine
Cave of consensus - Tom Morgan
Stochastic mindset - Konstantine Buhler
Age of fragmentation - Rex Woodbury
International valuations - Dan Rasmussen
Fartcoin stage of market - Owen Lamont
Interest rates and inflation - Aswath Damodaran
Disney’s crucial acquisition - Trung Phan
Letters, Presentations, Writeups…
Industry Insights: artifical intelligence | banking | batteries | big tech | ETFs | EV fleets | gaming | industrials | natural gas | semiconductors | software
Letters: Alluvial | Arevilo | Brennan | Focus | Gate City | GoodHaven | JCP | Maran | Moerus | Pender Credit | Praesidium Software | RGA IA | Tsai Capital
Company Insights: CK Asset | Evolution | Fever-Tree | Jardine Matheson | LVMH | Manolete | Meta | NVR | Robertet | Seaport | Watkin Jones
Company Slides: AmEx | Boeing | Brown & Brown | Danaher | Freeport | GM | Lockheed | LVMH | Meta | Microsoft | Ryanair | SiriusXM | Union Pacific
“The man who will use his skill and constructive imagination to see how much he can give for a dollar, instead of how little he can give for a dollar, is bound to succeed.” —Henry Ford
5 Videos We Are Watching This Week
All-In - Ray Dalio on the big debt cycle, US-China tensions
Barron’s - Carlyle’s execs on rates, Trump, Buffett wannabes
Acquired - Founder Morris Chang on TSMC’s long journey
Guy Spier - Guy Spier in conversation with Howard Marks
Goldman Sachs - David Salomon on the markets, credit, AI
5 Podcasts We Are Listening to This Week
TWIII - Jon aka Borlaug demystifies the life sciences sector
Odd Lots - How Howard Marks spots equity market bubbles
Founders - Lessons from Swedish banker Marcus Wallenberg
Value Perspective - Madison McCall on edge and performance
Behind Balance Sheet - Baillie Gifford’s Tom Slater on growth
Member Updates & Events
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