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.
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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