Weekly Inspiration

Wisdom, Insights, and Ideas for Intelligent Investors

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.

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11 Articles We Are Reading This Week

1. Flattery - Michael Cembalest

2. AGI world - Rohit Krishnan

3. Chicago gamble - Patrick McKenzie

4. Fund intelligence - Matt Levine

5. Cave of consensus - Tom Morgan

6. Stochastic mindset - Konstantine Buhler

7. Age of fragmentation - Rex Woodbury

8. International valuations - Dan Rasmussen

9. Fartcoin stage of market - Owen Lamont

10. Interest rates and inflation - Aswath Damodaran

11. 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

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“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

1. All-In - Ray Dalio on the big debt cycle, US-China tensions

2. Barron’s - Carlyle’s execs on rates, Trump, Buffett wannabes

3. Acquired - Founder Morris Chang on TSMC’s long journey

4. Guy Spier - Guy Spier in conversation with Howard Marks

5. Goldman Sachs - David Salomon on the markets, credit, AI

5 Podcasts We Are Listening to This Week

1. TWIII - Jon aka Borlaug demystifies the life sciences sector

2. Odd Lots - How Howard Marks spots equity market bubbles

3. Founders - Lessons from Swedish banker Marcus Wallenberg

4. Value Perspective - Madison McCall on edge and performance

5. Behind Balance Sheet - Baillie Gifford’s Tom Slater on growth

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