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
25 ideas - Gurwinder
Chang’s story - Brian Potter
Giannini’s story - James Emanuel
Netflix’s problem - Will Tavlin
Science aesthetics - Erik Hoel
Hardcore meditation - Tom Morgan
Sutherland interview - Eric Markowitz
One funeral at a time - Philo
Coriolanus and strategy - Felix Stocker
Munger on tough decisions - Anh Hoang
Great minds don’t think alike - Ellise Pierce
Letters, Presentations, Writeups…
Industry Insights: artificial intelligence | banking | crude oil | information technology | media and technology | natural gas | software
Geographic Insights: Argentina | China | Japan | Taiwan
Letters: ARP | J.P. Morgan | Nordic | Value Firm | WisdomTree | Z. Wang
Company Insights: Accenture | Biotage | Carvana (short) | HelloFresh | Kinsale | Odyssee | Superior Industries | Tharisa | Transocean | X-Fab
“I would rather have a mind opened by wonder than one closed by belief.” —Gerry Spence
5 Videos We Are Watching This Week
Norges - Jon Gray on investment decisions, Blackstone’s culture
Durable - Brent Beshore on scaling businesses, creating value
Barron’s - Chris Davis on Berkshire's stewardship culture
Excess Returns - Kai Wu on value investing and intangibles
Thoughtful Money - Graham Weaver on achieving success
5 Podcasts We Are Listening to This Week
Founders - Lessons from Hyundai founder’s autobiography
Plain English - Eric Topol on biotech advances, organ clocks
Talking Billions - Adam Bruderly on redefining success
Security Analysis - Jason Buck on the “cockroach” portfolio
Common Reader - Tyler Cowen on Trump's DOGE team
Member Updates & Events
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