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.
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11 Articles We Are Reading This Week
Fable - Shakeel Hashim
Cycles - Luke Bridgeman
AI theologies - Duncan Umphrey
AI exponential - Dario Amodei
Paying attention - David Epstein
Great switcheroo - Adam Mastroianni
Sample efficiency - Dwarkesh Patel
Principled thinking - Ray Dalio
Silent revolutionaries - Scott Sumner
Anti-monopoly fatigue - Noah Smith
Markets defy prediction - Devendra Bambardekar
Letters, Presentations, Writeups…
Industry Insights: accounting | artificial intelligence | banking | software
Geographic Insights: Australia | Europe | Ireland | Japan | UK
Letters: GDS Investments | Merrill | RGA Investment Advisors | T. Rowe
Company Insights: Google | Hikari Tsushin | Intel | Rentokil | SpaceX | Wise
Blumhouse Productions | Fiserv | Google | Paycom Software | Wise
Company Slides: Adobe | Campbell’s | Dollarama | EnerSys | Graham | Honeywell | Land’s End | Lufthansa | McGraw Hill | Oracle | Stitch Fix
“To make money in stocks you must have the vision to see them, the courage to buy them, and the patience to hold them. Patience is the rarest of the three.” —Thomas Phelps
5 Videos We Are Watching This Week
CNBC - Guy Spier talks about his cancer diagnosis and shares wisdom
Bloomberg - Inside Anthropic, the lab racing to create frontier models
David Senra - Gustav Söderström on the firm that Apple could not kill
iConnections - Short seller Jim Chanos on spotting frauds and bubbles
Brandes Center - Panel on value investing in today’s high-tech world
5 Podcasts We Are Listening to This Week
Latticework - Chris Bloomstran puts US equities in historical context
How I Built This - Tobias Lütke on how a snowboarder scaled Shopify
100 Year Thinkers - Robert Hagstrom on the flaws of portfolio theory
Knowledge Project - Bill Gurley on systems and second-order impacts
Masters in Business - Chris Davis of Davis Advisors on market cycles
Member Updates & Events
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